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I am stuck - Trailhead - Set the predefined value of the 'Type' field to 'Prospect'.
I have follewed the steps listed below:
To set predefined field values:
There is no option listed to choose.
Click Save.
To set predefined field values:
- Click the name of an action in the Buttons, Links, and Actions list or the Global Actions list.
- On the action detail page, click New in the Predefined Field Values list.
- Select the field you want to predefine a value for.
- Specify the value for the field.
There is no option listed to choose.
Click Save.
Setup-> Global Action -> Action
Step 2:- "Add the Account Name, Type, Rating and Fax fields to the compact layout."
After same page layout will open. You need to add all below 4 field on page and save
Step 3:- Add the new publisher action to the global publisher layout.
Setup -> Global Action -> Publisher layout and then add new action on page layout
Step 4:- Set the predefined value of the 'Type' field to 'Prospect'.
Setup->Account-> Field-> Then Select Type field--> Then click on Edit in front of Prospect and click on default check box.
Please let us know if this will help you.
Thanks,
Amit Chaudhary
amit.salesforce21@gmail.com
Feel free to connect to connect with me on my email id "amit.salesforce21@gmail.com".
I have the same question as Jeff mentioned. Your example gave approach as how to add default value. The Trailhead asks for addinga predefined value specific to a Global Action. I can;t see how these two things are related?
Any help is appreciated.
Thanks
Yes you are right. Please check below post.
1) https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BR4xIAG
2) https://developer.salesforce.com/forums/?id=906F0000000MGp8IAG
Goto Setup > Build > Global Actions > Actions and click the Label for the New Detailed Account Action you created
Click the New button in the lower Predfined Field Values section. You can add the value there.
Please check below post for step by step screen shot.
1) https://developer.salesforce.com/forums/?id=906F0000000BT2gIAG
Step 1 :- Create a new global publisher action labeled 'New Detailed Account' to create an Account record.
Setup-> Global Action -> Action
Step 2:- "Add the Account Name, Type, Rating and Fax fields to the compact layout."
After same page layout will open. You need to add all below 4 field on page and save
Step 3:- Add the new publisher action to the global publisher layout.
Setup -> Global Action -> Publisher layout and then add new action on page layout
4) Set the predefined value of the 'Type' field to 'Prospect'.
You can under "Predefined Field Values" or set the field type field as defualt Prospect on object
Let us know if this will help you
You do not have the correct account fields in the 'New Detailed Account' publisher action layout"
I need to know if you have any suggest for me, please. I cant complete my challenge. Best Regards
Cézar
Please try to change your language to English and try again .
Feel free to connect to connect with me on my email id "amit.salesforce21@gmail.com".
Thanks
Amit Chaudhary
Hi Julio Cesar Mercado Guerrero,
I changed the name by adding the '_' that solved it in my case.
=> "New_Detailed_Account"
best
Mike
THANKS !!
I ran into this same issue. Having done a little bit of searching I figured it out! When setting the predefined value make sure the feild name is "Type" then you will be able to choose a specific value which needs to be "prospect". See screenshot!
Ben