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Questions tagged [publisher-action]

Quick actions (also known as publisher actions or Chatter actions) use a customizable form to create or update a record, instead of the standard page layout. The forms can be customized declaratively or created in Visualforce or Canvas. Quick actions can be added to the UI in Chatter and Salesforce1, or be programmatically executed through Process Builder, Apex or REST.

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1answer
321 views

Can´t add action to Salesforce Mobile and Lightning Experience Actions

I'm new as salesforce developer and maybe this question is very easy but I can't find any way to solve. I want to create a new action for my mobile users for adding some information easily. I've ...
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62 views

Can I call Console Integration Toolkit Functions from an Object Specific Quick Action?

I am currently working on a service console feature where I want to embed a Lightning component in a Visualforce page using the Lightning Out library. I need to pass a case record id to the Lightning ...
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2answers
534 views

Option to Create a Custom Action of Action Type Send Email not visible on Custom Object

I intend to Create a Send Email - Custom Action on a Custom Object, but New Action screen does not show Email as an available Action Type. Is there something that need to be configured for Creating a ...
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1answer
558 views

Email Action Not available in Salesforce Service Cloud Publisher Layout

I have added email action to case publisher layout below is the screenshots - But it is not available in case feed publisher layout, see below screenshots- Please Help.
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630 views

how to set size for lightning experience visualforce action

when you create a new action where you show a visualforce page, it seems you can only set the height and that there is no way to control the width? Are there any workarounds for this? Or other ways of ...
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1answer
514 views

Help with setting Email TO address in customized Email Publisher Quick Action

I have a running implementation of a customized Email Publisher in the Case Feed, which implement QuickActionDefaultHandler to pre-populate Email Templates based on my Cases Record Type. Below is the ...
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1answer
396 views

Publisher actions not available in case feed for service console

I am using the case feed in service console and only have 2 publisher actions available. When I configure the "Feed View" of this page layout, all of the options are there but the publisher actions ...
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0answers
42 views

Chatter publisher action + canvas app: cancel publishing?

Canvas SDK documentation pretty clearly describes the canvas app event flow in case user wishes to share something: Sfdc.canvas.client.subscribe(sr.client, { name: "publisher.getPayload", onData: ...
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2answers
118 views

Chatter (publisher) canvas app: multisegment feed post?

In my canvas app, I can easily post to a chatter feed in this way: Sfdc.canvas.client.subscribe(sr.client, { name: "publisher.getPayload", onData: function (event) { var post = {}; post....
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0answers
59 views

Client side confirmation message on Page layout

I am new to Salesforce and couldn't find any answer by direct search. So excuse me if this sounds very trivial. I'm building a functionality where on save (update) of an event page, some action will ...
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2answers
2k views

Salesforce Email Quick action not shown in Case Feed View

I want to add Email Quick Action in publisher view before Question(As displayed in below image). When i edit layout and trying to add Email Quick Action in Salesforce Classic Publisher, Email quick ...
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31 views

Automatically setting the type in the “Log a Call” action on cases?

I'm trying to automatically have the type for tasks created by the "Log a Call" action on cases to be set to "Call". I've already achieved this with custom buttons on objects, and changing the action ...
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0answers
414 views

Close Publisher in VF Quick Action in Aloha

I've written an object-specific quick action which works wonderfully in Lightning Experience and in SF1. It also works in Aloha, but the final piece is to have the publisher close itself when the save ...
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1answer
434 views

How to Stop Email subject line from auto populating from case feed

I have created a case. In the feed window of case when i am trying to send a mail. email subject is auto populated with case subject. How to stop this ? Thanks Nirmallya Ghosh
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1answer
217 views

Automatically expand publisher when directed to Case Feed from VF page

We are currently sending users to a case page after they click "next" on a VisualForce page. The case opens up in the feed, assuming that the user's page layout is feed-based. By default, the ...
3
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1answer
504 views

How to add custom button in custom console component of Contact page layout

I want to add custom button to left subTab of Publisher action of Contact page. Can we add custom button in Feed/Publisher View's custom component of Contact?
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1answer
106 views

“Notification Email Template” a new section is automatically being added to Emails Send via Publisher Action

Found that the custom email publisher action i.e. on a VF page with apex email publisher is adding a new item to the body email by itself .The email template is a custom one with Encoding:UTF-8,...
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1answer
2k views

create chatter post upon a field change

I have created a a quickAction on Case object, called "Escalate". Apart from filling in some custom fields on case, it checks the "isEscalated" field and changes Status of the case to "Escalated" ...
4
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1answer
784 views

Redirect SF1 Action to newly edited record based on executed javascript

We've recently had to start converting all our Javascript OnClick buttons to SF1 actions for the the new lightning UI. This is some of the code I've converted. It allows me to change the 'Status' of ...
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2answers
2k views

Standard Quick Actions doesn't show on Case object

Im confused - it seems like I can't have standard quick actions on case. Like Change Status and especially important is Email quick actions to be shown on case object in feed view. Based on the below ...
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1answer
55 views

Replicating Standard chatter publisher action in Visualforce global action

I have a requirement were if a user posts a chatter message to followers (ie not in a group or from a record) it warns the user that they are posting this to potentially everyone in the org (it will ...
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1answer
884 views

Case Publisher Action “Send Email” not populating “To:” Field

I'm using a Service Console with cases. I have a Case Action (Quick Action) for sending an email. There is even a Predefined Field Value to set the case.customerID to the To: Address, but that doesn't ...
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1answer
22 views

Publisher Actions missing from computer

I have a user that cannot access publisher actions that used to appear on the Case object in the Feed tab on his computer. When I log in as the user they appear and even when I get the user to log in ...
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1answer
443 views

Custom Action Salesforce1 redirect to source record

I have a custom action set up for use in Salesforce1. I want the user to be able to click the action, create an event and be redirected to the Account record where the action was initiated. Nothing I'...
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1answer
25 views

Is it possible to use fee publisher to create an event with attendees?

Is it possible to use feed publisher to create an event with attendees? Users do a lot from the publisher on an Account page, but they'd like to do this to. Understand this is changing from a 1 ...
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0answers
124 views

Can I use publisher.selectAction from a Visualforce Home Page Component?

I have a Visualforce Home Page Component and a custom Visualforce quick action. Currently the Home Page Component uses the canvas publisher.js api to publish customActionMessages that the quick ...
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2answers
246 views

Set activity “Type” upon a quick Action on Case

On Case Feed Layout, there are couple of QuickActions - such as "Email", Log-a-call, Log an Activity. When i send an email (or log a call, or log an activity) using these actions, i can see it ...
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1answer
953 views

Object Specific Publisher Action for New Contact from Case Object

I am implementing Case Feed and want to add an object specific Publisher Action "New Contact". I understand that this should be with a Visualforce page but am not sure how . . . Also, the newly ...
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0answers
95 views

verticalResize property not working on <apex:emailPublisher

Since spring '14 release there is a new property available to let users resize the vertical space of a custom publisher action. You can create a visual force page and add the following code to it and ...
5
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1answer
1k views

URL Button for Salesforce1

I have a URL button 'New Opportunity' which creates the new opportunity and takes the user to the edit page passing through some values through the button which is on Opp Related List in a custom ...
2
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1answer
608 views

Lightning Application Publisher Action

If I made a Lightning App or Component to view/manage a list Foobar objects, how would I go about adding an action like New Foobar to the Action Bar at the bottom of a page without using the Lightning ...
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0answers
815 views

Create 'Send Email' Action on Opportunities in Salesforce1

I am trying to create a Send Email action in Salesforce 1 to add to the Opportunity screen that will automatically populate the URL to the record the user is on so they can easily send this off to ...
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1answer
490 views

apex page redirect open desktop layout in saleforce1

im using custom visualforce publisheraction in my controller i used pg = new PageReference('/'+record.id); pg.setRedirect(true); after insert my record. in salforce1 page redirect but open desktop ...
2
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1answer
750 views

apex:emailPublisher not rendering, “send email is not available for current user”

I have a Publisher action that works fine in the sandbox. However, in production, it does not load and displays the error as a comment in the HTML: apex:emailPublisher - send email is not available ...
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1answer
165 views

Publisher Action that Posts to Chatter

I have a Publisher Action that posts to chatter on the Lead Object. This works fine when I am the System Admin however, I want this to work in a Community. Right now after the Community User clicks ...
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1answer
663 views

Publisher js function not working with custom email publisher

In a nutshell the issue is, We've implemented custom email publisher action where we are using publisher js. We are populating email body with the response received with publisher js but its not ...
2
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2answers
539 views

Integration.js not working in publisher actions (Winter '15 issue?)

I'm trying to use some console integration features inside a publisher action. In particular, I'm using addEventListener. I'm trying to listen to a custom event (CallRefreshEvent) that is being raised ...
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1answer
704 views

Case Feed Publisher actions missing while Creating or Editing Cases

I am trying to convert some of our custom VisualForce pages to use the new Case Feed functionality. One of the main benefits is the Email Publisher action which provides many more benefits than our ...
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0answers
255 views

Converting a lead using publisher action

I am using a publisher action to convert a lead. My Visualforce Page looks like this: <apex:page standardController="Lead" showHeader="false" sidebar="false"> <apex:form > <apex:...
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1answer
1k views

Call Global Action in Salesforce1 VisualForce Page

I created a custom VisualForce page to be used in Salesforce1, this page displays events and I have a button to create new events. This button is currently calling sforce.one.createRecord('Event') ...
2
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1answer
146 views

Why is there no actions for event objects?

I would like to add a Publisher Action to an Event object so that I could have this action in Salesforce1
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2answers
167 views

Show publisher actions only in Salesforce1

I have a custom visualforce publisher action that is designed only for the Salesforce1 App. The problem with publisher actions is that those are shown both in Salesforce1 and the Chatter Feed. I want ...
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0answers
91 views

Salesforce1 New Event Publisher Action

I have overridden Event new button in salesforce but when I am opening new event action from Salesforce1, its taking me to standard page. I have enabled page for mobile appication too. Please advice.
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2answers
291 views

Relate a record with Create record Publisher action

I have created a custom object called meeting summary, and I have a lookup from an event to this object. I want to have a publisher action which creates a meeting summary record related to the event I'...
2
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1answer
386 views

Can publisher actions be made available on a VisualForce Page?

I have created a mobile responsive Visual Force page for a custom object. I need the publisher action associated with that custom object to appear on my Visual Force Page. How Can i accomplish this?
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0answers
273 views

Any way to dynamically change the height of a publisher action?

I'm creating a UI component that I would like to use as a custom publisher action as well. It is a two-step wizard that expands vertically when a user clicks in a form field. I suspect that ...
3
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1answer
681 views

Add Publisher Action to Quote page layout

Hi I need to add a publisher action to the Quote page layout, in order to launch a custom Visualforce page. However as you can see on the I don't have the Buttons, Links, and actions section on my ...
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1answer
703 views

How to have lookup field on a Salesforce1 Publisher Action only display records that match the lookup filter?

I'm having trouble in Salesforce1 with a lookup field on a Chatter Publisher Action not respecting the lookup field's required filter criteria. When users are in the Salesforce1 app (iOS or HTML5) ...
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1answer
419 views

Passing the ID with the VF page URL in Global Actions

In my sfdc 1 i have added a Global Actions to and calling the Vf page. The scenario is : go to all contact tab then select a contact and on that contact select a public action button which we created ...
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1answer
1k views

How to create a Task with Due Date using URLFOR

I want to code a button on a custom object to generate a task with some precompleted fields. I can do it like this: /00T/e?what_id={!My_Object__c.Id}&tsk5="This is a Task"&tsk4={!TODAY()+21}&...