Force.com Platform Fundamentals

Preface
Introducing the Force.com Platform
About the Sample Recruiting App
Reviewing Database Concepts
Building a Simple App
Enhancing the Simple App with Advanced Fields, Data Validation, and Page Layouts
Expanding the Simple App Using Relationships
Securing and Sharing Data
Collaborating with Chatter
Introducing Chatter
Tracking Fields on Your Objects
Following Records
Starting a Group or Two
Introducing Notifications
Introducing Actions
Try It Out: Create a Global Action
Introducing Action Layouts
Try It Out: Add Predefined Field Values
Try It Out: Create More Global Actions
Introducing Global Publisher Layouts
Introducing Object-Specific Actions
Try It Out: Assign Object-Specific Quick Actions to Page Layouts
Look At What We’ve Done
Summing Up
Using Custom Workflow and Approval Processes
Analyzing Data with Reports and Dashboards
Moving Beyond Point-and-Click App Development
Learning More
Glossary
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Try It Out: Create More Global Actions

We’ll start with a global action to create new IT positions. Repeat all the steps you completed to create the New Standard Position global action, but set the record type to IT Position. When that’s done, use the following table to create the other two global actions.

Global Action Action Information Action Layout

New Candidate
  • Action Type: Create a Record
  • Target Object: Candidate
  • Standard Label Type: New “Record”
  • Name: New_Candidate

Column 1:

  • First Name
  • Email
  • Education

Column 2:

  • Last Name
  • Years of Experience
  • City
New Application
  • Action Type: Create a Record
  • Target Object: Job Application
  • Label: New Application
  • Standard Label Type: --None--
  • Candidate
  • Position
  • Cover Letter

Our New Candidate action doesn’t need any predefined field values, since we can’t predict the values of any of the fields. The New Application action, however, does. We know that every job application created from the publisher should be marked as new. So now create a predefined field value for New Application, automatically setting the Status field to New.