While working on the Case records, our team encountered an issue where the Quick Actions were missing from the Case page layout in Salesforce Lightning. So, after trying multiple solutions, we came up with a general solution that I will share with you.
In this Salesforce tutorial, we will understand how to enable or add Quick Actions when they are missing from the page layout of Case records in the Salesforce Lightning edition. We will also discuss this general solution in detail.
Quick Actions missing from Case in Salesforce Lightning
In Salesforce Lightning, the Quick Actions on the Case record page appear slightly different from other record pages. Moreover, they are only available using the Chatter tab.
So, to access the Quick Actions for the Case object, we need to use the Chatter Tab. Moreover, based on these factors, we can check for the various reasons for this issue.
In Salesforce Lightning, there could be three main reasons why the Quick Actions are missing from the Case object page layout.
- First, when Feed Tracking is not enabled.
- Second, when the Chatter Settings is not enabled
- Third, when the Chatter component is not added to the Lightning Page.
Let us discuss the solution for the above issues.
Enable Feed Tracking in Salesforce Lightning
1. Log in to your Salesforce developer account and open the Home Setup page. For this, click on the gear icon (⚙️) and then click on the Setup option.
2. On the setup page, go to the Quick Find box, search, and select Feed Tracking.
3. On the Feed Tracking page, select the Case object from the list of objects first. Then, check if the Feed Tracking feature is enabled.
4. If this feature is not enabled, move to the Fields in Cases section, enable the checkbox Enable Feed Tracking option, and click on the Save button.
After enabling the above settings, if the Quick Actions are still not visible, follow the solution below.
Enabling Chatter Settings in Salesforce Lightning
The Chatter tab won’t appear on the case record page if the chatter settings are not enabled. Follow the below steps to enable the Chatter settings.
1. On the setup page of Salesforce Lightning, go to the Quick Find