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Configure a Lightning Web Component Action on a Visit Record Page

Configure a Lightning Web Component Action on a Visit Record Page

Configure a Standard Action that opens a Lightning Web Component from the Visit record page for direct access to custom functionality from a visit.

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 actions: Life Sciences Commercial Admin
  1. From Setup, open Object Manager, select Visit, click Buttons, Links, and Actions, and click New Action.
  2. Enter values in these fields.
    Field Value
    Action Type Lightning Web Component
    Lightning Web Component Select the component to show.
    Label Enter an appropriate label.
    Name Enter an appropriate name.
  3. Open the Visit page layout, select Salesforce Mobile and Lightning Experience Actions, and drag the new action into that section.
  4. Generate a new metadata cache.

Tapping the action on the Visit record page takes you to the Lightning Web Component you selected.

 
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