Account record page inquiry tab and one-click inquiry creation
Key Takeaway
To let users create a parent Case and a child Inquiry in one click from an Account record page, create a Lightning Component action on the Account object that uses lsc4ce:CreateNewInquiry. Then add the action to the "Salesforce Mobile and Lightning Experience Actions" section of the Account page layout.
Users can track and create medical inquiries for a healthcare professional from the Account record page, so they don't have to work from a separate Inquiry page. Two configurations make this work. An Inquiry tab on the Account Lightning record page shows all inquiries for that healthcare professional in one place. A New Inquiry action creates both the parent Case and the child Inquiry in one click.
Two configurations on the Account record page
Sales representatives and medical science liaisons use both configurations while they work on a healthcare professional's account. Each configuration serves a different need.
| Inquiry tab | New Inquiry action | |
|---|---|---|
| Purpose | Manage and track all of a healthcare professional's inquiries in one place | Create an inquiry without navigating to the Inquiry page or tab |
| Built from | The Related List - Life Sciences component on a tab of the Account Lightning record page | A Lightning Component action on the Account object that uses lsc4ce:CreateNewInquiry |
Set up the Inquiry tab and the Lightning components first. Then configure the action buttons on the Account record page.