Salesforce App Admin Guide
jWorking with Quick Actions
Quick actions enable
users to do more in Salesforce and in the Salesforce mobile app. With custom quick
actions, you can make your users’ navigation and workflow as smooth as possible by
giving them convenient access to information that’s most important. For example, you
can let users create or update records and log calls directly in their Chatter feed
or from their mobile device.
Create quick actions, and add them to your Salesforce Classic home page, to the Chatter tab, to Chatter groups, and to record detail pages. Choose from standard quick actions, such as create and update actions, or create custom actions based on your company’s needs.
Salesforce Mobile 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.