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Create a Quick Action to Store the Generated Messaging Session Summaries

Create a quick action that stores the generated enhanced messaging session summaries in the fields of a Salesforce object. For example, the action stores messaging session summaries in Case object fields.

Required Editions

View supported editions.
User Permissions Needed
To create quick actions: Customize Application

You can store the generated summaries in standard or custom fields of the MessagingSession object or one of its related objects. To store the summary in custom fields, first, create the Summary, Issue, and Resolution fields with Text Area or Text Area (Long) field types.

  1. In the Object Manager in Setup, open the Salesforce object that store the generated summaries.
    The Object Manager shows different Salesforce objects, including the Case object.
  2. In the Details page, click Buttons, Links, and Actions.
  3. Click New Action.
  4. In the Action Type field, select Update a Record, and enter a label.
    The new action on the Case object is Update a Record.
  5. Click Save.
  6. In the Action screen, select the three fields that store the generated summaries, and drag them to the layout.
    If you are using custom fields, ensure that they have a Text Area or Text Area (Long) data type. Fields with other data types can’t store summaries.
    The Issue, Resolution, and Summary fields are added to the Case layout.
  7. Click Save.

See Also