Monday, May 8, 2017

Update Case Action on feed based layout

Introduction

With the use of feed based layout and actions, user can perform multiple updates at one goal.

For example, if user wants to perform following updates in a single update button click event instead of multiple clicks.

- Change Case Owner
- Update Case Fields
- Update Case Comments.

The feed view action will look like this:


Solution


1. Create new Case Action called "Update Case"  as follows:

  • Setup --> Cases --> Buttons, Links and Actions.
  • Click New Action Button and enter following details


2. Click on Edit Layout and place desired fields on the layout


3. Create Feedback page layout and in the Quick Actions section, add this "Update Case" action.



4. Assign the page layout to respective profiles.

5. You can also track those fields from Chatter, for that follow these steps:
  • Setup --> Chatter --> Feed tracking
  • Choose Case object
  • Choose "Enable Feed Tracking" checkbox
  • Choose desired fields for feed tracking. You can select maximum 20 fields for tracking.


6. Now open a Case record and click on Feed icon


7. Select "Update Case" tab (refer 1st screen) and enter attribute values and click on Update.

8. System will update all the field values in one single update. 

9. You will see the updates in Feed (like below) as well as Case Details Page.


7 comments:

  1. This comment has been removed by the author.

    ReplyDelete
  2. Santanu, this was very helpful, thank you.

    What about the ability to make comments from the Salesforce1 mobile app? It seems the above works with everything except this? What would you do to enable mobile case comments?

    ReplyDelete
  3. Great Article. its is very very helpful for all of us and I never get bored while reading your article because, they are becomes a more and more interesting from the starting lines until the end.

    SalesForce online training

    ReplyDelete
  4. Having wonderful ideas on the blog, that help me to understand about the sales force. Keep writing or posting such a good content on the blog.
    online power banks for mobile

    ReplyDelete