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Try It Out: Create More Object-Specific Actions

Now that we’ve had some practice creating object-specific actions, let’s add a few more.

Object Action Information Action Layout
Position
  • Action Type: Create a Record
  • Target Object: Job Posting
  • Label: New Posting
  • Standard Label Type: --None--
  • Employment Website
Candidate
  • Action Type: Create a Record
  • Target Object: Job Application
  • Label: New Application
  • Standard Label Type: --None--
  • Position
  • Cover Letter
Employment Website
  • Action Type: Create a Record
  • Target Object: Job Posting
  • Label: New Posting
  • Standard Label Type: --None--
  • Position
Job Application
  • Action Type: Create a Record
  • Target Object: Review
  • Standard Label Type: New “Record”
  • Name: New_Review
  • Rating
  • Assessment

Just one of these actions needs a predefined value, so let’s take care of that now.

  1. From Setup, click Create | Objects, and then click Candidate.
  2. In the Buttons, Links, and Actions related list, click New Application.
  3. Create a predefined field value that automatically sets Status to New.