Add custom quick actions to the console sidebar to let support agents easily create, update, and search for records associated with cases. Quick actions are added as console components.
|Available in: Salesforce Classic|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To create, edit, and delete actions and page layouts, and to add custom console components:||“Customize Application”|
Create the quick actions before adding them to the Case page layouts in the console.
From Setup, enter Page Layouts in the Quick Find box, then select Page Layouts under Cases.
Select a page layout to work with.
Click Custom Console Components.
Scroll to the sidebar section where you want to add the quick action component. For example, to add it to the left sidebar, go to the Left Sidebar section.
Configure the quick action component:
- Field: Select the record field that the quick action affects. For example, if the quick action creates a contact record, select the Contact field.
- Enable Linking: If selected, support agents can associate this record with a case. For example, a support agent can create a contact and link it to a case.
- Create Action: Select the “Create” quick action. This quick action lets support agents create a record.
- Update Action: Select the “Update” quick action. This quick action lets support agents update a record.
Add more quick action components as needed.