• Fang Liu 19
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We've enabled Product (Revenue) Schedule. Every time when a customer agrees to renew the service we would enter a date and revenue.Now we want to send an auto email notification to the accounting every time when someone add a date and revenue to the schedule. We've tried Process Builder and Work Flow but we couldn't find the object. Some online source mentioned it can be acheived using Apex. Can someone provide a more detailed solution to acheive it? Thanks a lot!
In the trailhead "Creating Object-Specific Quick Actions" section, "Add an Action to an Object’s Page Layout" paragraph, I creat a Quick Action to creat a Contact from the Account Object.  However, when I edit the object and try to move it to the Account layout from the Salesforce1 Actions Palette to either of the "Quick Actions in the Salesforce Classic Publisher" or the "Salesforce1 and Lightning Experience Actions" it will not move. 

I can move it from the Quick Actions palette to the "Quick Actions in the Salesforce Classic Publisher". 

These are the instructions I'm following:

4. Click the Salesforce1 Actions category in the palette.
On object page layouts, the Salesforce1 Actions category contains all available types of actions for the object, including quick actions, productivity actions, and standard and custom buttons.


5. Drag some actions from the palette into the Salesforce1 and Lightning Experience Actions section.

They just don't work.  :-(

Mike