Skip to main content

Blog Post - Step-By-Step Guide On ‘Actions’ in Lightning Experience

 

'Action' is one of the most important components in the Salesforce UI. Using actions, you can create, update, delete or clone records, create a child record, call a flow/visualforce page/lighting component, post to chatter or even work with multiple records at a time. There are standard actions in Salesforce which are pre-defined by Salesforce and then there are custom actions that you can define yourself.

 

To be honest, understanding 'Actions' was always a bit confusing for me. How to configure, where to configure, what are the different types, where do they appear in UI, why are they not appearing etc. Though I could make things work by trial and error, I had to repeat the whole process again on another project. So out of frustration (and a little bit of shame), I thought about finding out all about Actions that I need to know, organize my thoughts and document it as a blog post for my reference. And I do hope that this will be useful to you as well.

 

https://www.asagarwal.com/step-by-step-guide-on-actions-in-lightning-experience/

1 comment
0/9000