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cloudgofer email quick action not available on the Case in Console (Case have multiple record types)
Salesforce Console Related question:
Below screen shot is from developer org having no record types for Case. Email action is available in Dev org but it is not available in client's org where there are multiple record types for Case. The guide for action implementaton refers to issue with record type but there are no screen shots explaining how to assign quick action to a record type.
http://resources.docs.salesforce.com/200/18/en-us/sfdc/pdf/actions_impl_guide.pdf
see page 24: QUICK ACTIONS AND RECORD TYPES
Not sure what does below means ?
Important: Don’t assign actions to the Master record type. The Master record type is a placeholder record type that’s assigned when your organization is created
Below screen shot is from developer org having no record types for Case. Email action is available in Dev org but it is not available in client's org where there are multiple record types for Case. The guide for action implementaton refers to issue with record type but there are no screen shots explaining how to assign quick action to a record type.
http://resources.docs.salesforce.com/200/18/en-us/sfdc/pdf/actions_impl_guide.pdf
see page 24: QUICK ACTIONS AND RECORD TYPES
Not sure what does below means ?
Important: Don’t assign actions to the Master record type. The Master record type is a placeholder record type that’s assigned when your organization is created