#Lightning Quick Actions0 discussing

On a custom object we have in the a drop down selection next to the New Task button.  When the drop down is clicked it gives you an option to create a Case Note.  How would I go about making Case Note its own button instead of having to select the drop down first? #Salesforce Admin #Lightning Quick Actions

I have read what articles I could find on Salesforce, but they didn't answer my questions.

I want to add some quick buttons to salesforce objects. Namely, I would like to click on multiple records from the homepage/search page and select "change owner" or "delete" - can I do these bulk deleted or bulk change owners?

Also, how do I add the "Change Owner" button to an object that doesn't have it built in?

I am using NPSP and PMM

In PMM, I made a quick action from the case object to "Create Service Delivery" on the service delivery object. I added pre-defined fields for case, client (contact), date of service and service delivery name. I couldn't figure out how to make service predefined as "Community-Consultation". Service is a lookup field on the service delivery object.

My goal is to create an easy place on the Contact Object where the user can just fill in an email to send. Here I am asking about this feature. I have other struggles with Macros and Quick Texts only fill in the Body.

I am trying to build an Action on the Contact Object. It is of the Send Email option. I am running into a couple of problems.

1) When I place the Action on a Page Layout, it will only send that one email. It automatically fills in the email form. I can back out what it fills in, but that makes another step for the user which I do not want.

2) In the body I cannot control line breaks. Tried BR() and that gets nowhere. Other suggestions in Google searches and on Salesforce sites do not offer another option. I have tried this in both the Long Text and HTML body fields.

I found an article that this was fixed in the Summer'19.

I cannot seem to find it in the list to be applied. How can I tell if we have already done this?

3) If I try to use the HTML body, it does not like the use of <>. It appears that I cannot actually use HTML. Not sure if this body is just to be a URL reference or not.

Create record Quick Actions are super clean for creating new related records, like a new Opportunity from the current Contact page.

But...every time I think of a new create record Quick Action I want to add to an object, (like creating an Opp with a new record type), it seems that I have to:

1. Add the Quick Action to the Quick Actions section of the page layout and save.

2. Revert the LE Actions section to defaults (the little arrow at far right on this section)

3. Override the default LE Actions section - this causes the Quick Action to be "inherited" to LE Actions.

4. Remove all the LE Actions that came pre-provided with Lightning, which I do not use and do not want my users to see (and there are many, and it is hard to figure out which are and are not visible). I have to do this step every time I add another Quick Action because reverting in step 2 adds all the default LE Actions back.

Am I missing the correct, easy way to add a create record Quick Action?

I'm loving the Create Quick Action for Lightning record pages - nice and streamlined, you can show only the absolute minimum of fields necessary for creating a record.

When entering data into a lookup field on a Lightning record page (like, say, I have a "college" field on Opportunity which is a lookup to Account), if the Account I need does not exist, it would be great to connect the '+ New Account' button at the bottom of the lookup list (that's the list you get when you start typing into a lookup field), to a Quick Action, so I can control which fields are visible in the popup create record window.

Right now, all fields for the chosen record type are displayed, the way life used to be in Classic.

Is it possible to use Quick Actions this way? It would help my users want to switch to lightning a little bit more :)

In Lightning, I have a quick action on Contact that creates an Opportunity record. I also have on the Contact record:

* A custom field connected to NPSP customizable rollups that counts certain Opps.

* A few different rich text components that tell the user different messages based on how many of these Opps the Contact has, using a component visibility filter.

After I use the quick action to create the Opp, although the Opp itself shows up in the related list component, my fields on the Contact, and the right text component do not refresh.

Hunting around, it looks like this is a known "gap" in Lightning functionality. Anyone know if that is correct, and what the best workaround might be for now?

Not fatal, but a bit confusing to users.