Configure the Case Feed Publisher with the Enhanced Page LayoutEditor
- From the object management settings for cases, go to Page Layouts.
- How you access the Case Feed Settings page depends on what kind of page layout you’reworking with.For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.For a layout in the Page Layouts for Case Feed Users section, click and choose Edit feed view. (This section appears only for organizations created before Spring ’14.)
- For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.
- For a layout in the Page Layouts for Case Feed Users section, click and choose Edit feed view. (This section appears only for organizations created before Spring ’14.)
- Select Use Page Layout Editor to Configure Actions.
- Click Save.
- To access the page layout editor:For a layout in the Case Page Layouts section, click Edit.For a layout in the Page Layouts for Case Feed Users section, click and choose Edit detail view. (This section appears only fororganizations created before Spring ’14.)
- For a layout in the Case Page Layouts section, click Edit.
- For a layout in the Page Layouts for Case Feed Users section, click and choose Edit detail view. (This section appears only fororganizations created before Spring ’14.)
- In the page layout editor, click in the Quick Actions in the Salesforce Classic Publisher section.
- In the palette, click Quick Actions.
- Drag the actions you want to the Quick Actions in the Salesforce Classic Publisher section. You can also drag actions to change the order in which they appear and drag off actions you don’t want.On the Case Feed page, up to approximately five or six actions are displayed in thepublisher; the rest are included in the More drop-down list.
- Click Save.