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I'm working on some practice exams for my next cert and one of the questions made me realize I don't know the difference between a quick action and creating a custom button.  I've looked up what they both do and as far as I can tell it is the same - a quick action is a custom button, right?  or in the reverse - a custom button is giving you access to doing some action quickly.

 

can someone help me understand the distinction?
2 réponses
  1. 27 juin 2020, 05:15

    I got the same question as you. Here is my opinion:

     - Quick Actions: Like its name, it provides some quick actions like creating an Event/Note/Task or sending an email... Without coding. If you use the Custom Buttons button to create a Task, you need to create a Visualforce page to achieve it.

     - In the past, what you could do with Quick Actions, you can also do with Custom Buttons. But now Salesforce adding more features to Quick Actions like a custom Lightning Component, Visualforce Page, Flow.

    My Summary:

     If you want to open an URL or execute javascript, use Custom Buttons.

     Otherwise, use Quick Actions.

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