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Tanner Wells
New Opportunity Action not appearing in SF1
The default 'New Opportunity' action is available on the contact and account page layouts but it does not appear when clicking on the plus sign when viewing a contact or account record in SF1. It also doesn't appear in the Chatter feed actions. Any insight in to why this is the case? I thought it might be object access permissions, etc. but the org. I tested it has 'System. Admin' profile with full access to all objects.
Default actions referenced here:
https://help.salesforce.com/HTViewHelpDoc?id=default_actions_overview.htm&language=en_US#default_actions_overview
Thanks!
Default actions referenced here:
https://help.salesforce.com/HTViewHelpDoc?id=default_actions_overview.htm&language=en_US#default_actions_overview
Thanks!
This happens because yoyu haven't selected a record type for the opportunity to be created by this action. Go to Setup | Create | Global Actions | Actions, click Edit next to "New Opportunity", and select a record type other than "Master". You should then be able to see the action without any issues.
If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.
Thanks,
Shashank
All Answers
This happens because yoyu haven't selected a record type for the opportunity to be created by this action. Go to Setup | Create | Global Actions | Actions, click Edit next to "New Opportunity", and select a record type other than "Master". You should then be able to see the action without any issues.
If this answers your question, please mark this as the Best Answer for this post, so that others can benefit from this post.
Thanks,
Shashank
Why did it affected the visibility of the 'New Opportunity' action?