Salesforce Docs Portal

Add a Quick Action for Contactless Signature

Create an action to send customers a link to the Contactless Signature page.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
The Field Service Appointment Assistant managed package and permission set license are required.
User Permissions Needed
To create quick actions and add them to page layouts: Customize Application
  1. Create the action that shares the service report with the customer.
    1. From the Object Manager in Setup, choose the object that includes the contact information and the service report (Service Appointments, Work orders, or Work Order Line Items).
    2. Click Buttons, Links, and Actions.
    3. Click New Action.
    4. For Action Type, select Flow.
    5. For Flow, select your copy of the Create Document Recipient and Service Report flow.
    6. Fill in the rest of the fields, and save your changes.
  2. Add the action to the mobile layout.
    1. From the Object Manager, click Page Layouts, and open the mobile layout.
    2. From the layout editor, select Mobile & Lightning Actions.
    3. Drag your action into the Salesforce Mobile and Lightning Experience actions.
    4. Save your changes.

See Also