Create a Log a Call Quick Action for Cases

Before you can use case feed in Lightning Experience, you must recreate the Log a Call publisher as a quick action.

Required Editions

View supported editions.
User Permissions Needed
To set up cases for Lightning Experience:

Manage Cases

AND

Customize Application

  1. From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page.
  2. Click New Action.
  3. For Action Type, select Log a Call.
  4. For Standard Label Type, select Log a Call.
  5. Click Save.
  6. To choose the fields users see, customize the action’s layout.
  7. Click Save.

After you define the quick action, add it to the case page layout so it’s available for support reps to use.