Items from the following related lists on leads are carried
over to the new or existing contact, account, and opportunity during lead conversion.
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https://releasenotes.docs.salesforce.com/en-us/summer17/release-notes/rn_cases_log_a_call_quick_action_lightning.htm
Log a Call Action Available for Lightning
Experience
Lightning Experience
has a new Log a Call quick action optimized for the case feed. You’re no longer
limited to the global action, which didn’t have all the features of Log a Call
in Salesforce Classic, such as autopopulating the case contact and autolinking
the call log to the case. Now, Log a Call actions for Lightning and Classic
work the same: yay. This change applies to both Lightning Experience and Salesforce
Classic.
The Lightning-optimized Log a Call action
resides in the case page layout editor under Salesforce1 & Lightning
Actions and under
Quick Actions. You now see two Log a Call actions under Salesforce1 &
Lightning Actions, and three under Quick Actions.
So how can you tell which one you want?
Hover over each to check the attributes.
The Name and Create Feed Item attributes show what’s different.
Salesforce Classic Case Log a Call Quick Action
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Global Log a Call Quick Action
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Lightning-Optimized Case Log a Call Quick Action
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(Salesforce Classic UI only)
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(All UIs)
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(All UIs)
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Name: Case.LogACall
(creates feed item by default)
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Name: LogACall
Create Feed Item : Yes1
Note: the Target Object field doesn’t display under
Salesforce1 & Lightning Actions.
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Name: LogACall 2
Create Feed Item : Yes1
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1 An admin can
change the Create Feed Item value for the Global and Lightning-optimized Case
quick actions. So what you see in your org might not match what’s listed above.
2 When creating
this action, “Case.” is appended to the name when you save it.
Some other things to know:
- In new orgs, the Lightning-optimized action is on the
case page layout by default.
- When creating case page layouts, use the
Lightning-optimized action.
- If your org is using the Salesforce Classic Case quick
action, manually replace it with the Lightning-optimized one using the
page layout editor.
4 of 5.
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Which two Chatter Groups will show a seen-by count of people who
viewed the post, in the Lightning Experience?
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Choose 2 answers
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5 of 5.
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What action can be taken in Lightning, if you receive an
approval request that someone else should approve?
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