Publisher and Quick Action Developer Guide

Get Started
How are the APIs Different?
Work with the APIs
Customize with Visualforce
Layout and Appearance
Email Action
Portal Action
Log a Call Action
Article Tool
Replicate a Case Page
Create Custom Actions
Other Resources
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Customize Case Feed Actions with Visualforce

The Salesforce-provided Case Feed Visualforce components enable you to create a customized page within a Salesforce Classic app. To create custom Salesforce console components that interact with Case Feed actions, publish the Case Feed-related events using the publish method on the Sfdc.canvas.publisher object in the Salesforce Classic Publisher JavaScript API.

This section of the guides focuses on customizing the Case Feed in a Salesforce Classic console app. However, you can use the Visualforce components in Salesforce Classic apps with standard navigation that use the case object, too. You can also use the Case Feed Visualforce components in Lightning Experience. However, there are some issues with refresh for certain Visualforce components. We recommend that you use these components in Salesforce Classic only.

Important

Requirements

Before customizing Case Feed in the Salesforce console, make sure that:

Lookup field filters aren’t supported on any of the Case Feed Visualforce components.

Note

Assigning Custom Pages to Users

Generally, when you create a custom Case Feed page using Visualforce, it’s not possible to assign that page only to certain users while allowing other users to see the standard Case Feed page. However, with the support:CaseFeed component, you can create a page that replicates the standard Case Feed page, assign that page to certain users, and then create a custom page to assign to a different set of users. See Replicating a Standard Case Feed Page for more information.

Customization Overview

Here are the Case Feed Visualforce components.

Component Name Description
apex:emailPublisher Displays and controls the appearance and functionality of the Case Feed Email action.
apex:logCallPublisher Displays and controls the appearance and functionality of the Case Feed Log a Call action.
support:caseArticles Displays and controls the appearance and functionality of the Articles tool for cases.
support:CaseFeed Replicates the standard Case Feed page, including all standard actions, links, and buttons.
support:portalPublisher Displays and controls the appearance and functionality of the Case Feed Portal action.

In addition, the chatter:feed component has two attributes related to Case Feed.

  • feedItemType: Lets you specify how feed items are filtered.
  • showPublisher: Lets you display the Chatter publisher on a page.

Here are the Publisher JavaScript APIs.

Method Name Description
customActionMessage Passes a custom event to a custom action. Supported for Visualforce-based custom actions only.
invokeAction Triggers the submit function (such as sending an email or posting a portal comment) on the specified action.
selectAction Selects the specified action and puts it in focus.
refresh Refreshes the current record page.
setActionInputValues Specifies which fields on the action should be populated with specific values, and what those values are.