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Add Quick Actions and Activate the App

Add Quick Actions and Configure the Page

Quick actions allow users to quickly create and modify records. After you add the actions, you activate the Lightning Page as an app, which makes it available to mobile users.

  1. In the right sidebar, click Page to configure the app properties.
  2. At the bottom, click Select under Actions.
  3. Drag the Log a Call, New Case, New Lead, and New Task quick actions to the Selected list.
  4. Click OK to add the actions to your Lightning Page, and then click Save.

The Actions property at the bottom of the inspector now shows the actions that you added.

Activate the app, which automatically creates tabs and adds them to the Salesforce mobile app navigation.

  1. Click Activation....
  2. On the Page Settings tab, type Field Sales App for the App Name. It should already be defaulted in for you. Leave all other defaults as is.
  3. On the Mobile tab, click the Add page to app button and then drag the Field Sales App icon and place it below the Today icon.
  4. Click Save to activate.
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