Loading
Salesforce now sends email only from verified domains. Read More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Configure Action Buttons on the Inquiry Record Page

            You are here:

            1. Salesforce Help
            2. Docs
            3. Administer Life Sciences Cloud

            Configure Action Buttons on the Inquiry Record Page

            Help your users handle medical inquiries in an efficient and timely manner by customizing the target action of the New and Edit buttons on the Inquiry record page. This setup configures a multi-object Lightning component that enables users to manage both inquiry and case records in one go.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To configure action buttons: Life Sciences Commercial Admin permission set
            Note
            Note If users have Delete access to the Inquiry object, they can use Edit and Delete actions on both the iPad and web for an Inquiry record in Draft status. To add the Delete action to the Inquiry page, go to Lightning App Builder in Setup. Select the Lightning record page for the relevant profile and record type, and click Edit. Select the Highlights Panel, and then click Add Action. Search for the Delete standard action, click Done to add it to the page, and save your changes.
            1. From Setup, open the Object Manager, and go to the Inquiry object.
            2. Click Buttons, Links, and Actions.
            3. For the New label, click Action button, and then click Edit.
            4. Under Lightning Experience Override, select Lightning component, and then select lsc4ce: MultiEntityCreateOverride.
            5. If the Inquiry object has multiple record types, select Skip record type selection page.
            6. Save your changes.
            7. On the Buttons, Links, and Actions page, for the Edit label, click Action button, and then click Edit.
            8. Under Lightning Experience Override, select Lightning component, and then select lsc4ce:MultiEntityEditOverride.
            9. Save your changes.

            See Also

             
            Loading
            Salesforce Help | Article