In Salesforce, QuickActions allows users to perform specific actions efficiently, directly from the feed or record pages. One powerful use case is customizing the Email QuickAction on a Case feed. In this article, I’ll walk you through how to manage this QuickAction via an Apex class. Step-by-Step Guide 1. Create the Apex Class First, you […]
REQUIREMENT To set up a Partner Community where multiple users from the same account can view each other’s Tasks, we need to ensure that if a partner user has access to a parent record (e.g., an Account or Opportunity), they also have access to related Tasks, regardless of Task ownership. By default, in Salesforce, a […]