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"Create contact" link on campaign for Mobile(salesforce 1)
Hello,
I would like to create an action button on Campaign on mobile for "Create Contact" I am working for a non-profit, where there is no requirement for creating Lead or converting lead process. This non-profit has is a contact, with status (Supporter, Inactive).
During an event or in campaign need to create contact from campaign page.
(1) I am able to create cutom button on campaign page to create contact. but not able to add to Mobile (Salesforce1) layout
(2) is there a way to add contact and also attach to campaign in action button
note I have 2 campaign record types
Thanks
Uma
I would like to create an action button on Campaign on mobile for "Create Contact" I am working for a non-profit, where there is no requirement for creating Lead or converting lead process. This non-profit has is a contact, with status (Supporter, Inactive).
During an event or in campaign need to create contact from campaign page.
(1) I am able to create cutom button on campaign page to create contact. but not able to add to Mobile (Salesforce1) layout
(2) is there a way to add contact and also attach to campaign in action button
note I have 2 campaign record types
Thanks
Uma
Please create the Actions, so that you can able to use it in the Mobile.
Object --> Actions --> NewAction
Please check the below image:
Please go through the below links for more information:
https://help.salesforce.com/HTViewHelpDoc?id=actions_overview_global.htm
https://developer.salesforce.com/docs/atlas.en-us.salesforce1appadmin.meta/salesforce1appadmin/s1_admin_guide_actions_obj_vs_global.htm
Please do let me know if it helps you.
Regards,
Mahesh
I want to create Action Button on Campaign Page to Create a Record Contact
I am able to successufly create another action button on Campaign "Add Member" and is working.
Make sure that VF page is enabled "Available for Salesforce mobile apps and Lightning Pages".
Regards,
Mahesh
I create a custom button, on campaign to create contact with pre-populated data below is the sample url
I added this to Salesforce1 page. But this is redirecting to login screen again and regular browser version of contact create page
Are you expecting something like below:
This is from the Campaign Details page in Salesforce1.
Regards,
Mahesh
Step 1:
Create a Visualforce Page:
Make sure that Available for Salesforce mobile apps and Lightning Pages is checked. Controller Class:
Go to object --> Buttons, Links and Actions --> New Action:
Go to page layout and add the quick action:
Please do let me know if it helps you.
Regards,
Mahesh
Mobile Browser App Setting are enabled
We do not have lightning enabled because all features are not supported. can I just enable one page?