I've created a Record Type for Cases, then a new Page Layout and assigned it to a specific Profile. This doesn't seem to work, when I log in as a user, I still get the same old Case Page. Any insight is appreciated.
[SalesForce] Case Page Layout not showing for a specified profile
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Depending on the type of quick action, this could be one of a few things.
- If it's a Visualforce quick action, make sure that the xyz profile has access to the associated VF page, and if the VF page uses a standard controller, make sure that the xyz profile has access to that object.
- If it's a "Create a Record" or "Update a Record" quick action, make sure that the xyz profile has CRUD to create or edit the child object record.
- If the quick action is associated with a specific record type, make sure that the xyz profile has access to the record type.
This is a expected behaviour from salesforce when feed tracking is enabled for cases or work orders, the page-level action menu on those records contains only custom buttons and supported standard buttons. Quick actions appear on the Chatter tab.
So in order to not see the action in feed, you need to disable the feed tracking for your case object.
Steps are:- setup--> feed tracking--> select case--> disable it and save
Reference:- https://help.salesforce.com/articleView?id=actions_in_lex.htm&type=0
Update
In winter 21, You can actually do this using Lightning App Builder dynamic actions. Upgrade your page to dynamic actions and add the quick actions using lightning app builder. It will come in highlight panel even if feed tracking is enabled.
Check out this blog:- ADD QUICK ACTION IN HIGHLIGHT PANEL ON CASE OBJECT LIGHTNING RECORD PAGE EVEN IF FEED TRACKING IS ENABLED
Best Answer
For whatever reason even though I had "TechOps Case Page Layout" assigned for the profile, it was defaulting to the "Case Feed Layout". I ended up going into the Profile->App permissions and removing "Use Case Feed" permission, and now it defaults to the one I want.