Navigating the Interactions App
The delivered Interactions App is a Lightning Console App. See the screenshot below for a quick look at navigating this type of app. To learn more about Lightning Consoles, visit the Salesforce Help documentation for Salesforce Consoles.
The Interactions App has the following items (tabs) to select from:
- Home
- Interactions
- Leads
- Contacts
- Opportunities
- Accounts
- Campaigns
- Affiliations
- Plans
- Terms
- Interaction Mappings
- Reports
- Dashboards
You will also notice that several object List Views have been added. To view the complete set of List Views delivered by Interactions for Student Recruitment, see the Data Dictionary.
Note: The custom Global Action New Interaction is included in the Interactions App. If you do not see this Action, follow the steps in the next section to add it.
Although Interactions for Student Recruitment comes with its own app, you are not required to use it. You can create your own recruitment app or simply add features of Interactions for Student Recruitment to an existing app.
If you choose to create your own or add to an existing app, we recommend at least including the following tabs:
- Interactions
- Opportunities
- Accounts
- Campaigns
- Affiliations
- Plans
- Terms
- Interaction Mappings
You will also want to include the New Interaction custom Global Action to the Global Publisher Layout. Follow the steps on the following pages to add the Global Action.
- Go to Setup > User Interface > Global Actions > Publisher Layouts
- Select the Edit link next to Global Layout (or whichever publisher layout you wish to update)
- In the Quick Actions section of the Global Layout editor palette, drag the “New Interaction” action to a place in the Quick Actions in the Salesforce Classic Publisher section
- In the Salesforce1 & Lightning Actions section of the Global Layout editor palette, drag the “New Interaction” action to a place in the Salesforce1 & Lightning Experience Actions section:
- Click the Save button to save your changes
- Click Publisher Layout Assignment to update the assignment of Publisher Layouts by user Profile