Start tracking your progress
Trailhead Home
Trailhead Home

Create an Object-Specific Quick Action

With object-specific actions, users can:

  • Create records that have automatic relationships to other records.
  • Make updates to specific records.
  • Interact with records in ways that you define.

Quick actions share qualities with custom buttons and links, with a key difference: simplicity. They create a more streamlined experience between mobile and desktop. And action creation can be completely declarative.

Object-specific actions can update existing records and create ones that are automatically associated with related information. In the Recruiting app, set up an object-specific quick action to create a job application from a candidate record.

Create the Quick Action

From Setup, click Object Manager, then Candidate.

  1. Click Buttons, Links, and Actions.
  2. Click New Action and fill in the details.
    Field Value
    Action Type Create a Record
    Target Object Job Application
    Label New Job App
    Description Action to create a job application from a Candidate record. This description is not visible to users.
  3. Click Save.

Next, customize the action’s layout.

  1. Drag the Status field from the palette and drop it on the layout below, to the right of the Candidate field.
  2. Click Save.

Page layout pane for the quick action after repositioning Status

Set a predefined value for the Stage field.

  1. Click New in the Predefined Field Values list on the action detail page.
  2. In the Field Information section, select Stage from the Field Name picklist.
  3. In the Specify New Field Value section, select New from the picklist.
  4. Click Save.

Now, add the action to the Candidate page layout.

  1. While you’re still viewing Candidate in the Object Manager, click Page Layouts.
  2. Click Down arrow  next to Candidate Layout, then select Edit.
  3. Under Salesforce Mobile and Lightning Experience Actions, click the override the predefined actions link.
  4. Click Mobile & Lightning Actions in the palette.
  5. Drag the New Job App action to the Salesforce Mobile and Lightning Experience Actions section of the page layout and place it after File.
  6. Click Save.

Test the Quick Action

Now that you’ve created a new action and customized its layout, test it.

  1. Click App Launcher icon to open the App Launcher, then click Recruiting.
  2. Click the Candidates tab.
  3. Click New and create a new candidate record, enter a first and last name, and click Save.
  4. Refresh your browser and see the New Job App button on the newly created candidate record.

Candidate record with the New Job App button highlighted

  1. Click New Job App.
  2. Click in the Position field and select + New Position.
  3. Click Next.
  4. Enter a title and click Save, Click Save again.

Navigate to the Job Applications tab and note that the job application you created is listed.

Your work creating a quick action and customizing page layouts gives the HR team a more streamlined user experience in the Recruiting app. But things can always get better. Next, let’s customize the Review page layout.

retargeting