Why Quick Actions are not appearing on Case page layout in Lightning Experience

Solution to make quick actions visible on Case & Work Order Page Layouts in Lightning Experience

If you want quick action to appear on Page layout, all you have to do is add it in Salesforce Mobile and Lightning Experience Actions as shown in below image

Add Quick Actions on Page Layout - Salesforce
Add Quick Actions on Page Layout – Salesforce

Unfortunately this did not worked for Case & Work Order Page layout  in Lightning experience. Continue reading “Why Quick Actions are not appearing on Case page layout in Lightning Experience”

Use Hierarchy custom settings to avoid hard coding in formula field, custom button, process builder or workflow rules

Example of using Hierarchy custom settings in formula field, custom button, process builder and workflow rules. Youtube video included.

Avoiding hard coded Ids or values from formula field, custom button, process builder, Workflow rules or Approval process using Hierarchy custom setting is not something new. This idea exists from many years in Salesforce ecosystem. However, some times I have seen developers and admins debating on same question, so though to put a consolidated blog post on same.

Why you should avoid hard coded values or Ids in Salesforce ?

Answer is very simple, maintenance. When sandboxes are refreshed or metadata deployed to different instances, admins would need to change values manually. If we are talking about manual post deployment step, then we are also talking about nightmare of maintaining list of manual post build steps.

Can we use Custom Labels to avoid hard coded Ids / values in Salesforce ?

Technically yes, but I would suggest not to use custom labels in Salesforce to avoid hard coded Ids because of below Issues

  •  Dataloader does not support custom label bulk load / restore / export
  • Imagine there are 100’s of custom label and it needs to be different for each Salesforce instances. You would be left either with manual step or some external tool which may not be allowed / approved by customer.

Hierarchy Custom Settings to Rescue

If you are from Java / C#, consider Custom setting as resource file. Here, you would store information about your application which doesn’t change frequently and controls behavior of application. There are two types of custom settings

  • List Custom Setting
    • This custom setting is equivalent to custom / standard object. We can store values in tabular format.
  • Hierarchy Custom Settings
    • This custom setting can be used in formula field, process builder, custom button, Workflow rules or Approval process.
    • Most unique feature about Hierarchy custom setting is that we can have different values at Organization level, profile level and user level.
    • Custom setting can be used in formula fields using global variable $Setup. Syntax to use custom setting is
      
      {!$Setup.CustomSettingName__c.CustomFieldName__c}
      
      
    • Highest priority is given to value defined at user level then profile and at last organization level.

Continue reading “Use Hierarchy custom settings to avoid hard coding in formula field, custom button, process builder or workflow rules”