Empower Your Users with Quick Actions
You know the saying that you should judge someone only by their actions? That’s true in Salesforce, and your users will judge you favorably when you give them access to awesome customized actions.
Actions let your users quickly do tasks, such as create records, log calls, send emails, and more. With custom actions, you can make your users’ navigation and workflow as smooth as possible by giving them quick access to information that’s most important.
In previous units, we glossed over the actions sections of the object page layout. This unit is where we explore those areas of the page layout and give you a taste of how actions can enhance your users’ Salesforce experience.
- Create actions create records that are automatically associated with related records.
- Update a Record actions make it easy for users to edit records. You can define the fields that are available for update.
- Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.
- Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. If you’re new to Visualforce, don’t worry. You can learn all about it in another module. For now, remember that Visualforce pages allow you to do really cool customizations in your actions.
- Send Email actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.
Global actions live on a special layout of their own, known as the global publisher layout. It isn’t associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clicking in the Salesforce header.
If an object page layout isn’t customized with actions, then the actions on those object record pages are inherited from the global publisher layout.
There are more types of actions than just these two, but some of them aren’t customizable. We’re going to explore only object-specific and global actions in this unit.
Create an Object-Specific Action
Maria wants to give her users an easy way to create energy audit records. She’s going to create an object-specific action that lets her users create energy audits right from account records. Because it’s an object-specific action, the new audit records will be directly tied to the accounts they’re created from.
There are already some actions in the highlights panel on energy audit records. Those are default actions, inherited from the default global publisher layout. Maria’s going to create her new object-specific action, add it to the Account page layout, and then customize the actions that users see on account records.
- From Setup, click Object Manager, then click Account.
- Click Buttons, Links, and Actions, then click New Action.
- Maria wants this action to create audit records, so select the Create a Record action type.
- Select Energy Audit as the target object.
This is the type of record that the action creates.
- Call the action
New Energy Audit.
This is the text users see for the action.
- Click Save.
Just like the page layout editor, the upper part of the action layout editor contains a palette, and below it is the action layout. The palette contains fields from the action’s target object that you can add to the action layout.
Each field on this action layout has a red asterisk, indicating that it’s a required field. Required fields are added to an action layout by default when you create the action. If you remove a required field from an action layout, then users can’t successfully complete the action. In this case, that means that users wouldn’t be able to create the energy audit record.
Audit Notes and Type of Installation are fields that could be populated after the audit record is created. So let’s leave this as-is and move on to the next step: making the action available to users.
Add an Object-Specific Action to a Page Layout
To make the New Energy Audit action available to users from an account record, Maria must add the action to the Account page layout.
- Click Page Layouts.
- Click Account Layout.
There are two actions sections on a page layout. The Quick Actions in the Salesforce Classic Publisher section controls which actions appear on record pages in the Salesforce Classic UI. The Salesforce Mobile and Lightning Experience Actions section controls which actions appear on record pages in both Lightning Experience and in the Salesforce mobile app. If you don’t customize the action sections of a page layout, then the actions you see in the Salesforce app and Lightning Experience come from a set of default actions defined by Salesforce.
- In the Salesforce Mobile and Lightning Experience Actions section, click to override the defaults.
The actions you see when you override the defaults are a combination of the default actions for the object, plus any custom and standard buttons on the page layout. When the Salesforce Mobile and Lightning Experience Actions section isn’t customized, the Lightning page for the object takes the custom and standard buttons from their respective button sections on the layout to display on the page. However, once you override the defaults, any standard and custom buttons you want to appear on your Lightning page must be included in the Salesforce Mobile and Lightning Experience Actions section as actions.
- Select Mobile & Lightning Actions in the palette and then drag the New Energy Audit action to the Salesforce Mobile and Lightning Experience Actions section.You can adjust the order of the actions by dragging them around.
- Let’s do a bit of cleanup. Drag these actions off the layout and back to the palette.
- Change Record Type
- Get Contacts
- Send Text
- Click Save.
Excellent! Now Maria’s users can easily create an energy audit record that’s automatically associated with an account. Her users will see the new action on the page-level action menu. Let’s take a look.
Create a Global Action
The Sales team has asked Maria to create an action that lets users create a campaign no matter where they are in Salesforce. A global action is an ideal way to do this, because the global actions menu appears at the top of every page.
- From Setup, click the Home tab.
Global Actionsin the Quick Find box and click Global Actions.
- Click New Action.
- Select Create a Record for the action type.
- Select Campaign for the target object.
New Campaignas the label for the action.
- Click Save.
- On the action layout, remove the Parent Campaign field and add the Expected Revenue in Campaign and Campaign Owner fields.
- Click Save.
Add a Global Action to the Global Actions Menu
As we mentioned earlier in the unit, global actions live on a special layout of their own, known as the global publisher layout. The global publisher layout populates the global actions menu.
- You’re already in the right place in Setup, so click Publisher Layouts.
- Click Edit next to Global Layout.
- If the Salesforce Mobile and Lightning Experience Actions section isn’t customized, click to override it.
- Click the Mobile & Lightning Actions category in the palette.
- Drag New Campaign from the palette into the Salesforce Mobile and Lightning Experience Actions section and save the layout.
- Refresh the browser, then click to check out the global actions menu.
There’s the New Campaign action. Nice work! Now anyone at Ursa Major Solar can create a new campaign.