You often come across the requirement to add a button in the list view for some objects ( In this example, I am talking about the Account list view). Guided Practice (We-do): To add a button in the list view, perform the steps below: Navigate to Setup | Object Manager
Tag: Salesforce online trainer
Create a Task from Contact and Populate Account Using Quick Action
Business Use Case Pamela Kline is working as a System administrator at Universal Containers. She has received a requirement to auto-populate the account field when creating a new Task from Contact. Guided Practice (We-do): To create a quick action, perform the steps below: Navigate to Setup | Object Manager | Contacts |