Required Editions and User Permissions.
- From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
- Click Configure next to the Salesforce Maps package.
- Select Settings | Custom Actions.
- Select Create New. Then give your custom action button a name.
- Select whether you want the button to appear on selected base objects, and desktop and mobile apps.
- Specify any requirements and routine options.
- Save your work.
- Add your new button to any button sets.
Full Answer
How do I run a custom action in Salesforce?
Custom actions can either call an Apex class or open a Visualforce page. They can be run on records in several areas of the dispatcher console. Maria decides that this action is best accomplished using an Apex class. Maria asks Jacinta where she’d like to see the custom action.
How to customize the Salesforce mobile app?
You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. Functionality can be added programmatically through Visualforce pages or Canvas apps. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation.
How to create a new job app action in Salesforce?
Drag the New Job App action to the Salesforce Mobile and Lightning Experience Actions section of the page layout and place it after File. Click Save. Now that you’ve created a new action and customized its layout, test it.
What is the action bar in the Salesforce mobile app?
The Action Bar gives you a way to include your own apps/functionality. You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. Functionality can be added programmatically through Visualforce pages or Canvas apps. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation.
How do I create a custom action in Salesforce?
Select Settings | Custom Actions. Select Create New. Then give your custom action button a name. Select whether you want the button to appear on selected base objects, and desktop and mobile apps.
How do I create mobile and lightning actions in Salesforce?
Add the Action to Page LayoutClick. ... Click Object Manager.Select the object name you created an action for. ... Click Page Layouts.Click the Page Layout Name to add the new quick action button to. ... Select Mobile & Lightning Actions.In this example, click override the predefined actions to customize the Contact layout.More items...•
Which functions can be customized for the Salesforce Mobile App?
Customize the Salesforce Mobile AppCustomize a Lightning App Navigation Menu in the Salesforce Mobile App. ... Customize the Mobile Only Navigation Menu in the Salesforce Mobile App. ... Create a Custom Launchpad for the Salesforce Mobile App. ... Customize Salesforce Mobile App Branding.
How do I make a quick action available in Salesforce app?
From the Object Manager, click Page Layouts under Work Orders. Click the work order page layout. From the layout editor, select Quick Actions. Drag your newly created action into the Quick Actions in the Salesforce Classic Publisher section.
What is Salesforce Mobile and lightning experience actions?
Lightning component actions are custom actions that invoke a Lightning component. They support Apex and JavaScript and provide a secure way to build client-side custom functionality. Lightning component actions are supported only in the Salesforce mobile app and Lightning Experience.
How do I create a lightning action in Salesforce?
In Setup, click Object Manager, click the object that you want to create the action for, and click Buttons, Links, and Actions.Click New Action.For Action Type, select Lightning Component.Select the component that you want the action to call.Enter a label for the action. ... If necessary, change the name of the action.More items...
What all customizations can an administrators make to the Salesforce Mobile App?
Salesforce Mobile App CustomizationGet Started with the Salesforce Mobile App. ~15 mins.Customize Navigation. ~15 mins.Create Global Quick Actions. ~25 mins.Create Object-Specific Quick Actions. ~25 mins.Customize Compact Layouts. ~15 mins.
How do I edit my mobile app in Salesforce?
1:293:09Customize the New Salesforce Mobile App - YouTubeYouTubeStart of suggested clipEnd of suggested clipIn assignments select app default click assign is app default. Select the app you want the recordMoreIn assignments select app default click assign is app default. Select the app you want the record page to appear in and then select the form factor.
Is Salesforce mobile responsive?
Some options and features don't appear on mobile devices or tablets using a mobile browser. Salesforce Template-Driven Sites have been built with a responsive design. So, depending on the size of the browser window, the layout is adjusted to fit best on the screen.
How do I create an object specific action in Salesforce?
We maintained certain terms to avoid any effect on customer implementations.From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.Click New Action.Select the type of action to create.Customize the action. ... Enter a label for the action.More items...
How do I create a global quick action?
Create a Global ActionFrom Setup, enter Actions in the Quick Find box, then select Global Actions.Click New Action.We want this action to create a new contact, so make sure the action type is Create a Record. ... In the Target Object dropdown list, select Contact.In the Label field, enter New Prospect .Click Save.
Why should you take the time to customize the Salesforce Mobile App?
Why should you take the time to customize the Salesforce mobile app? It can significantly improve the experience of mobile users.
Display Custom Actions Where Users Need Them
Jacinta comes to Maria with another request. Sometimes, mobile workers contact her to tell her that they’re ill or an appointment is running over. These schedule changes jeopardize their next appointments, putting them at risk of not being completed today. Jacinta wants to set those appointments’ status to In Jeopardy right from the Gantt.
Write an Apex Class
Maria checks to see if the code for Jacinta’s request already exists. She’s thrilled to find an Apex class code sample that does just what she needs in the Field Service Developer Guide. She uses the toggleServiceAppointmentJeopardy class provided there to get the job done.
Assign Permissions
Although Maria has created the class, she can’t add it to the dispatcher console until she sets up the proper permissions.
Add the Action to the Dispatcher Console
Maria is ready to add that new action to the dispatcher console so Jacinta can see it.
How to customize Salesforce app?
Customizing the Salesforce Mobile App 1 Has a pre-defined user interface. 2 Has full access to Salesforce org data. 3 You can create an integrated experience with functionality developed in the Salesforce Platform. 4 The Action Bar gives you a way to include your own apps/functionality. 5 You can customize the Salesforce mobile app with either point-and-click or programmatic customizations. 6 Functionality can be added programmatically through Visualforce pages or Canvas apps. 7 Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation. So, for example, a Visualforce page can be called from the navigation menu or from the Action Bar. 8 You can leverage existing Salesforce development experience, both point-and-click and programmatic. 9 Included in all Salesforce editions and supported by Salesforce.
Can you add functionality to Salesforce?
Functionality can be added programmatically through Visualforce pages or Canvas apps. Salesforce mobile customizations or apps adhere to the Salesforce mobile navigation. So, for example, a Visualforce page can be called from the navigation menu or from the Action Bar.
Quick Actions: The Sequel
At this point, you can feel pretty proud of your mobile customization skills. You’re an expert at creating global actions, and you’re ready to face your next challenge: object-specific actions. Never fear—the process of creating an object-specific action is very similar to creating a global action, so this unit will be a breeze.
Object-Specific Actions in the Salesforce Mobile App
To kick off our discussion of object-specific actions, let’s talk about what makes them different than global actions.
The DreamHouse Scenario
When D’Angelo did his ride-alongs with a few DreamHouse Realty brokers, he noticed they spent a lot of time showing properties to prospective buyers and managing their schedule. He wants to give the brokers a fast way to schedule a new showing in the Salesforce mobile app, so he’ll create an action that will appear on the contact detail page.
Lay the Groundwork
To simulate the DreamHouse use case, you need to build a few things in your own org first. Now, now...no grumbling. We promise it’ll be worth it. You’ll get to witness the power of object-specific actions in a real-world scenario, plus you can practice your wicked platform-building skills.
Create an Object-Specific Action
Whew, you made it through your homework assignment. Now that all the pieces are in place, you can enjoy your reward—helping D’Angelo create an awesome object-specific action.
Test the Action in the Salesforce Mobile App
Here comes the really satisfying part—it’s time to test your beautiful new action in the mobile app. So fire up Salesforce on your device, and let’s walk through this use case together.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Test the Quick Action
Now that you’ve created a new action and customized its layout, test it.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
