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to to set actions on custom 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 

 

Sukhsran Answered

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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.

Josh Santos
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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.

Tom Do 0 votes
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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.

Kimberly Coates 0 votes
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