Cirrus Insight Compatibility
Summary
Cirrus Insight is compatible with custom buttons that are not Javascript type buttons. Some of our apps contain compatible buttons out of the box, while others are Javascript type in order to support Salesforce Console. This article will show you how to create buttons compatible with Cirrus Insight. It is not possible to create a single button that is compatible with both Cirrus Insight and the Salesforce Console at this time. |
Details
To get started go to App Setup > Cases > Buttons, Links, and Actions. Click New Button or Link, then follow the steps below for each button you wish to create. Email to Case Premium
Case Merge Premium
Case Split
Page Layout(s):
Custom buttons must be added to your page layout(s) before they'll appear in Cirrus Insight.
Go to Setup > Customize > Cases > Page Layouts and select the page layout where you want to add the new custom button.
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