Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Configuring Salesforce1
Customizing the Salesforce1 Navigation Menu
Customizing How Your Data Shows Up in Salesforce1
Using Actions in Salesforce1
About Quick Actions
Point and Click Your Way to Actions
Try It Out: Create an Object-Specific Action
Try It Out: Assign the Action to the Account Page Layout
About Global Quick Actions
Tell Me More: Actions
About Action Layouts
About Predefined Values in Actions
About Custom Actions
Guidelines and Best Practices for Administrators
Developing for Salesforce1
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Try It Out: Create an Object-Specific Action

Let’s give the mobile technicians at Acme Wireless a way to quickly log a case while they’re 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 a customer account record on their mobile device. They can also log cases directly from there.
  1. In the object management settings for accounts, go to 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.