Salesforce1 App Developer Guide

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Try It Out: Customize an Object-Specific Action Layout

The first time you view the layout for an action you’ve created, certain fields are pre-populated: target object default fields, standard required fields, and any custom universally required fields. We’re going to add more fields to the Create a Case action so the mobile technicians can put more information into the case for the Acme Wireless support reps.

  1. In Setup, go to Customize | Accounts | Buttons, Links, and Actions.
  2. Click Layout next to our Create a Case action. The action has four fields already set by default: Contact Name, Status, Subject, and Description. The red asterisk next to the Status field shows that it’s a required field. Let’s add a few more fields.
  3. Click and drag Priority into position right after Status.
  4. Click and drag Product into position right after Priority. This field lets the technicians indicate what product the customer is having trouble with. Compact Layout
  5. Click Save.

Now when the Acme Wireless mobile technicians visit an account record related information page in Salesforce1, they can create a case from any account record page. Let’s give it a try.