Try It Out: Create a Global Action

Global actions let users do tasks such as creating records or recording call details directly from the publisher on the Home tab, the Chatter tab, the action bar on the Salesforce1 feed, and Chatter groups. You can also add global create actions to record detail pages. Global create actions don’t automatically establish a relationship between the record that’s created and any other record. For example, if Ben Stuart uses a global create action on an account to create a contact, the action doesn’t automatically associate the new contact with the account. However, object-specific actions do. We’ll get to those later.

Let’s create a global action.

1. From Setup, click Create | Global Actions | Actions.
2. Click New Action.
3. For Action Type, leave Create a Record selected.
4. For Target Object, select Position.
5. For Record Type, select Standard Position. We’ll create an action for IT positions after we finish this action.
6. Leave Label blank for now.
7. For Standard Label Type, select New “Record Type”. Notice that Label no longer appears. By selecting a value other than --None--, we’re telling Salesforce to automate the label of this action. The standard label type we selected uses the record type we selected to form the label: New Standard Position.
8. For Name, enter New_Standard_Position.
9. Enter a description.
10. Click Save.

Now let’s configure the fields that will appear when a user selects this action.