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cjen
salesforce for outlook select record type missing for cases
We can create a case from email using the Salesforce for Outlook side panel, but I can't figure out how to add the record type field selection. Chatter publisher actions are enbaled. What am i missing?
I read this article https://help.salesforce.com/apex/HTViewSolution?id=000192820&language=en_US (https://help.salesforce.com/apex/HTViewSolution?id=000192820&language=en_US) that says if the Case object has record types, then a record type field will show up. Record types are available to the users profile, can select from within Saleforce. Hoping someone can help!
I read this article https://help.salesforce.com/apex/HTViewSolution?id=000192820&language=en_US (https://help.salesforce.com/apex/HTViewSolution?id=000192820&language=en_US) that says if the Case object has record types, then a record type field will show up. Record types are available to the users profile, can select from within Saleforce. Hoping someone can help!
8. In the layout editor, drag and drop fields that you want to show or hide on the action
9. Save the layout.
The above change needs to be made on the global action layout which you have created for case creation