how to create a global action in salesforce

• Click the down arrow in the top right corner of the Salesforce Lightning window.
• Select the relevant global action you’d like to create – in this case, we’ll select New Task. Different options may be available depending on what your admin has allowed.
• Add relevant information such as the subject, due date, and related record.
• Select Save.

Full Answer

What are global actions in Salesforce?

Global actions let users create records, but the new record has no relationship with other records. And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups. Clear as mud?

How do I create an action in Salesforce mobile app?

Create a global action. Configure fields in an action layout. Set a predefined value for a field on an action layout. Add an action to the Salesforce mobile app by editing the global publisher layout. Quick actions are the first stop on our tour of mobile customization options.

How do I add a global action to create a contact?

In this step, we add a global action that creates a new contact. From 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.

What are the different types of actions in Salesforce?

There are two types of actions: global and object-specific. Object-specific actions let users create or update records in the context of a particular object. In the Salesforce mobile app, object-specific actions show up on record detail pages.

How do I enable global action in Salesforce?

Global Quick action:Go to: In Salesforce Classic: Go to Setup, enter Global in the 'Quick Find' box. ... Select Global Actions.Edit the Action.On the Record Type, select the one that is assigned to the User.Click Save.Create a New Action that uses a Record type available to the User.

What is global quick actions in Salesforce?

You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they're on.

What is Global Action?

The definition of a global action is used to describe actions which do not belong to a certain type, for example, element type or filter type. There are two types of global actions: workbench actions and editor actions.

How do you add global action in Lightning Home page?

How to add a Global Action to a Custom PageGo to setup –> In the Quick Find look for Global –> Global Actions.From here you can click New Action or Edit or View any existing action.The Send Email is the one I mentioned above and is the one I will use for this example.

How do I create a global 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.

How do I edit a global action in Salesforce?

To view and edit the layouts for global actions in Setup, enter Actions in the Quick Find box, then select Global Actions and then click Layout next to the action's name. To view and edit the layouts for object-specific actions, find the object in Setup, then go to Buttons, Links, and Actions.

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...

What are the 7 requirements for implementation of the Global Plan?

Engage, Accelerate, Align, AccountPrimary health care. ... Sustainable financing for health. ... Community and civil society engagement. ... Determinants of health. ... Innovative programming in fragile and vulnerable settings and for disease outbreak responses. ... Research and Development, Innovation and Access. ... Data and digital health.

What is a global publisher layout in Salesforce?

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page.

How do I create a quick action in Salesforce?

Create a Quick ActionClick the setup gear. ... Enter Global Actions in the Quick Find and select Global Actions.Click New Action.Leave the Action Type as Create a Record. ... In the Label field, enter Waypoint . ... Click Save.In the next Action Layout screen, leave Waypoint Name as the only field in the layout.

How do I create a Salesforce Mobile and lightning experience actions?

Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.

How do I set predefined field values in Salesforce?

Set Predefined Field Values for Quick Action FieldsClick the name of an action in the Buttons, Links, and Actions list or the Global Actions list.On the action detail page, click New in the Predefined Field Values list.Select the field you want to predefine a value for.Specify the value for the field. ... Click Save.