adding custom objects to lightning app builder

#Adding custom objects to lightning app builder update#

Note, you can also navigate to the Object in Lightning, and click Lightning Record Pages. Where records already exist, new emails relating to that record can be automatically matched and stored against that record (including attachments such as. Navigate to Setup and using the Quick Find search box, type in Lightning App Builder. Store and View Email History in Salesforce – With Attachments Salesforce fields are populated or updated by automatically extracting pertinent data from email headers, body text & domain information and keywords can be matched using REGEX.Į2a also delivers an advanced email client to the object in question, meaning emails can be crafted, formatted and sent directly from any record in any object.

#Adding custom objects to lightning app builder update#

e2a enables you to create or update any record in any object from inbound emails. Email-to-Lead and Email-to-Opportunity are common use cases, along with Email-to-Custom-Case. In the Lightning App Builder, click on the component and then click Add Filter. e2a delivers Email-to-case to any Salesforce object, including custom objects. Includes access to the associated FlexiPage object in the Metadata API. Managing Agent Availability & Shift-PatternsĮmail-to-anything (e2a) is like Email-to-Case on steroids.Assigning Cases to Dedicated Agents or Teams.Automatically Matching Cases to Agents on Skillset.Automatically Re-assigning Cases in Queues.Assigning Cases to Logged-in Agents Only.

Balancing Agent Workloads Automatically.What best practice should the app builder follow when building out. An app builder needs to create new automation on an object. Create a lightning process on the user object to launch a flow. Create an approval process on the User object to assign a permission set. Dynamic assignment rules vs hard-coded rules Create a flow on the user object to assign a permission set.Build a high-performance Sales team in Salesforce.Basic round robin assignment with Q-assign.Setting up your first assignments with Q-assign.Setting up skills-based routing with Q-assign.Actions allow a user to record call details, create or update. Managing user availability in Q-assign On the bottom-left side of the sidebar, we can add Global Actions to our Lightning Page.