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Martin Rebscher
Challenge Get Reps Working Efficiently in Workspaces
Hello community,
I try to complete a challenge where i just have to add an event with a certain subject.
My problem is that in the lead path there is no "tab" or "action" to create a new event.
I already had a look in the Lightning App Builder to simply add this kind of action or tab i need, but there is nothing?
Is there anyone else how had/has the same issue?
Thanks in advance
Greetings from Germany
Martin
I try to complete a challenge where i just have to add an event with a certain subject.
My problem is that in the lead path there is no "tab" or "action" to create a new event.
I already had a look in the Lightning App Builder to simply add this kind of action or tab i need, but there is nothing?
Is there anyone else how had/has the same issue?
Thanks in advance
Greetings from Germany
Martin
(you should see "New Event")
If the action "New Event" is missing, select it from the "Salesforce1 & Lightning Actions" (don't use the classics "Buttons") (just drag and drop)
All Answers
- Edit the page in Lightning
- Select "Record Detail" (on the left)
- Click on the link of the layout (previewed) (on the right)
- What do see in the panel Salesforce1 and Lightning Experience Actions ? (you should see "New Event")
- Do you use record types for your leads?
Quick Actions and Record Types:Using record types in your organization can affect the availability of quick actions for your users.
https://help.salesforce.com/articleView?id=actions_and_record_types.htm&type=0
(you should see "New Event")
If the action "New Event" is missing, select it from the "Salesforce1 & Lightning Actions" (don't use the classics "Buttons") (just drag and drop)
Thanks.