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Hey @Jason Huffman I was checking out this video about the custom actions we can create: 

http://salesforce.vidyard.com/watch/5UpTbk6D24GdBzyZof2dWf

 

Is it possible to have actions to modify, for example, the amount or stage of a deal?

2 comments
  1. Feb 1, 2020, 12:57 AM

    I am not an Apex expert but I am guessing that just like you added

    <chatter:feed entityId="{!Id}"/>

    to show the chatter feed, there should be calls to pull the field I want to update, right?

    Do you have any documentation I can check on this subject?

    This is my use case: The sales team start managing their opptys directly on a dashboard, they update amounts/stages/dates from there without having to open X amount of records. In about 1hr after the team completes the management task, their managers have a meeting and they have all the updates ready after the sync and dataflows run. The managers will use the same exact dashboard.

    I don't want to start creating tons of individual actions. It would be 3 or 4.

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