Salesforce App Admin Guide
jWorking with Quick Actions
Actions enable users
to do more in Salesforce and in the
Salesforce app. For example, you can let users create or update records and log
calls directly in their Chatter
feed or from their mobile device.
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.
Salesforce App Actions in the Action Bar and Action Menu
After creating quick actions, you can customize them. Quick actions have their own action layouts, which let you specify which fields are included in the action, and in which order.
Follow these steps when setting up actions for the Salesforce app.
- Create a global or object-specific action.
- Customize the action’s layout, choosing the fields users see when they use it.
- If you created an object-specific action, add it to one or more of that object’s page layouts. If you created a global action, add it to a global publisher layout.
- Set predefined field values for required fields, where possible.
Let’s learn a little more about the types and categories of actions. First we’ll look at global and object-specific actions.