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Jim HouseJim House 

help in salesforce1 module

I am having trouble in the Salesforce module for creating global quick actions. I am not able to figure out what is wrong. How do I get help trying to solve this?
Swayam@SalesforceGuySwayam@SalesforceGuy
Hi Jim,

Try this step by step walkthorugh, it will help you for creating quick global action

https://login.salesforce.com/services/walkthrough?path=/p/setup/link/ActionButtonLinkList?pageName=Global&type=Global&setupid=GlobalActionLinks&tour=create-global-publisher-action


Hope this helps !!

--
Thanks,
Swayam
Jim HouseJim House
Thank you, but I have followed the steps correctly, I believe. However, Trailhead says my global quick action does not exist. I have attached a picture of the error and a picture of the global quick action. What am I  missing?User-added image
User-added image
Mahesh DMahesh D
Hi Jim,


Please check below post. i Hope that will help you
1) https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BOmhIAG

Can you please post the task link and screen shot if your Quick Actions which you created ?

It look like :-
It says"Account-> Actions" and not Global Actions.So try to do it in Account>actions instead of global actions..

Please do let me know if it helps you.

Regards,
Mahesh
JyothsnaJyothsna (Salesforce Developers) 
Hi Jim,

Make sure to use the naming convention as given in the trailhead challenge.
Please check the below links related to the similar issue.

https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BOmhIAG#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=906F0000000BR4xIAG

https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BOmhIAG

Hope this helps you!
Best regards,
Jyothsna
Jim HouseJim House
I double checked the names I entered. I even cut and paste from Trailhead. 

Label = New Detailed Account
Name = New_Detailed_Account or NewDetailedAccount (neither works)

Any other ideas would be appreciated. Thank you.
Amit Chaudhary 8Amit Chaudhary 8
Hi Jim,
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=906F0000000BPm4IAG
2) 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

Please check you have any record type on Account

Thanks,
Amit Chaudhary
amit.salesforce21@gmail.com
 
Mahesh DMahesh D
Hi Jim,

Option 1:
Just to test, can you remove / delete the record types on Account object and see the results.  Or else check whether that record type is aasigned to the profile.

Option 2:
Also try to do the same in a brand new environment and see the results.

Please do let me know if it helps you.

Regards,
Mahesh
Amit Chaudhary 8Amit Chaudhary 8
Hi Jim,

I see you are using RecordType on Account that is why issue is coming

Option 1:-
Add the button on that page layout which is assigned to System Admin profile

Option 2:-
Create a new org and try again below steps

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

Feel free to connect me on my email id amit.salesforce21@gmail.com

Thanks
Amit Chaudhary