Ad Code

How to add Salesforce lightning guided action list component to the page layout

Add guided action list component to the page layout



Guided action list lightning component allows agents to work on the flows as per the business configuration. In this post, we will present how to add the standard salesforce component ‘Guided action list’ on the record page layout. 


Steps:

Log in to Salesforce sandbox

Navigate to the record page. In this case, we add the component in the case record page layout.

Once landed on the case page, click on the ‘Gear’ icon at the top right corner and click on ‘Edit page’ option


Salesforce lightning guided action list component image 1


Drag and drop ‘Guided action list’ standard component to the page layout as mentioned below

[Update] As part of summer'19 release Guided action list component is renamed to Actions and Recommendations


Salesforce lightning guided action list component image 2



Once the component is added to the layout. Click on the ‘Save’ button and click on the ‘Back’ option

Verify the changes in the case record page.


Result:

Salesforce lightning guided action list component image 3


Post a Comment

0 Comments