add custom button to Account page to create a new case in Lightning
I created a custom quick action, but am unable to add it to the Account page where I want.
In a nutshell, I want to add a button or action called "Log Customer Complaint" to the account page, right next to where the user would log a call.
I created a quick action as such:
When I try to add it to the page layout, however, it seems I'm only able to add it to the Quick Actions in the Salesforce Classic Publisher (and when I switch to Classic, I don't even see it). How can I add this action to the area I defined in the first screenshot?
Also, if I wanted to always assign that case to a specific person, how would I add Assigned To as a pre-defined field?
Have you explored - https://help.salesforce.com/apex/HTViewHelpDoc?id=predefined_field_values.htm?