Newer Version Available

This content describes an older version of this product. View Latest

Actions

Create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter groups, and on record detail pages. Choose from standard actions, such as create and update actions, or create actions based on your company’s needs.
  • Create actions let users create records. They’re different from the Quick Create and Create New features on the Salesforce home page, because create actions respect validation rules and field requiredness, and you can choose each action’s fields.
  • Custom actions are actions that you create and customize yourself, such as Create a Record, Send Email, or Log a Call actions. They can also invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define. For example, you can create a custom action so that users can write comments that are longer than 5,000 characters, or create one that integrates a video-conferencing application so that support agents can communicate visually with customers.
For create, log-a-call, and custom actions, you can create either object-specific actions or global actions. Update actions must be object-specific.

For more information on actions, see the online help.