Salesforce App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce App Administration
Configuring the Salesforce App
Customizing the Salesforce App Navigation Menu
Customizing How Your Data Shows Up in the Salesforce App
Using Actions in the Salesforce App
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 the Salesforce App
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Try It Out: Assign the Action to the Account Page Layout

Before the object-specific quick action can appear in the Salesforce mobile app, you need to add it to a page layout.

  1. We’re already in the Buttons, Links, and Actions area for accounts. Now navigate to Page Layouts.
  2. Click Edit next to Account Mobile Technician Layout.
    This layout is the one you created in the Page Layouts chapter. The Salesforce Mobile and Lightning Experience Actions section is empty, and a message says that Salesforce has predefined the actions on this layout. Because this page layout is for Acme Wireless mobile technicians, we want to customize the actions to match the work the technicians need to do when they’re in the field.
  3. In the Salesforce Mobile and Lightning Experience Actions section, click override the predefined actions.

    If you haven’t customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, the actions for that object default to a set of predefined actions. If you have customized actions in the Quick Actions in the Salesforce Classic Publisher section, and have saved the layout, the Salesforce Mobile and Lightning Experience Actions section inherits the actions from the Quick Actions in the Salesforce Classic Publisher section, plus any standard or custom buttons present on the layout, when you click to override.

    Tip

  4. Click the Mobile & Lightning Actions category in the palette and then adjust the actions in the Salesforce Mobile and Lightning Experience Actions section to match this list.
    • Create a Case
    • Log a Call
    • New Contact
    • New Opportunity
    • New Task
    • Post
    • File
    Because the Create a Case action is important to the mobile technicians, we put it first in the list so that they can access it directly from the action bar.
    Actions in the S1 Action Bar
    Notice there’s also a New Case item in the palette. The New Case item is a global default action associated with the Account object. We’re going to customize our object-oriented Create a Case action, so we don’t need the redundant global action.

    On object page layouts, the Mobile & Lightning Actions category contains all available types of actions for the object, including quick actions, productivity actions, Lightning component actions, and standard and custom buttons.

    Tip

  5. Click Save.

Our new Create a Case action appears in the action bar on account records in the Salesforce mobile app for all the mobile technicians.

Now that’s all done, let’s go over global actions. Then we’ll revisit action layouts and customize our Create a Case action.