Official comment
Hi Kimberly. All you need to do is create the Custom Action at the Organization level. That will make it appear in the navigation panel under Customer Actions.
Comment actions
Hi - I know I am making a basic mistake here.
How do I complete the stage of triggering a new action by choosing a New object.
thanks
Hi Kimberly. All you need to do is create the Custom Action at the Organization level. That will make it appear in the navigation panel under Customer Actions.
Please sign in to leave a comment.
Hi Sukhpal,
I am a little confused on what you are requesting here. Could you tell me what you are trying to accomplish with your custom action. Please provide screenshots, if possible.
I ran across this today. I forgot how to add a Custom Action to be visible from the navigation pane submenu item off of the custom action menu option.