You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

How to implement account create as a drawer

By default, creating an account from a Service Request forces the agent to open a new browser tab, create the account there, come back to the SR, and search for it manually. That's a terrible experience.

This extension fixes it. Instead of navigating away, it intercepts the default navigation, opens a drawer inside the current page, lets the agent create the object inline, and automatically populates the SR field when done — no tab switching, no manual searching.

Guidelines → Click here to watch the video

💡 This guide uses Account as the example, but the same pattern works for Contact or any other object.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!