Salesforce1 App Developer Guide

Clouds with binary code floating aboveCloud with binary code floating above

No Results

Search Tips:

  • Please consider misspellings
  • Try different search keywords
PDF

Try It Out: Create an Object-Specific Action

Object-specific create actions let users create records that are automatically associated with related records.

Let’s give the mobile technicians at Acme Wireless a way to quickly log a case while still on site with a customer. If we put a record create action on the Account object with Case as the target object, the technicians can browse to the customer account record on their mobile device, and log cases directly from there.

  1. In Setup, go to Customize | Accounts | Buttons, Links, and Actions.
  2. Click New Action.
  3. For Action Type, select Create a Record.
  4. For Target Object, select Case.
  5. For Label, enter Create a Case.
  6. Click Save.

After saving, we’re dropped directly into the action layout editor, where we can customize the fields assigned to the action. We’ll get to action layouts shortly. But before we do, there’s one more thing we need to do: assign the action to an account page layout.