how to create quick action in salesforce lightning

Steps to add a Quick Action to an object:

1. Create a Lightning Component. Login to your Salesforce account and open Developer Console. ...
2. CREATE A LIGHTNING COMPONENT. 1- Switch to Lightning Experience 2- Goto Setup as shown in the image. ...
3. Add Quick Action button on Page Layout:

Full Answer

How to activate Salesforce Lightning?

Set the Default Interface to Lightning Experience

• From Setup in Lightning Experience, enter Lightning in the Quick Find box, then select Lightning Experience Transition Assistant. ...
• Select the Roll Out phase.
• Click Launch Lightning Experience to expand the stage.
• Click Switch Users next to Make Lightning Experience the default interface. ...
• Click the + button next to the users you want to switch.

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What is quick action in Salesforce?

What is global action in Salesforce?

• 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.
• In the Target Object dropdown list, select Contact.
• In the Label field, enter New Prospect .
• Click Save.

How to create a global action in Salesforce Lightning?

• Productivity actions
• Global and object-specific quick actions, except for those actions related to creating tasks, creating events, and logging calls
• Standard buttons
• Custom object-specific Lightning component quick actions
• Custom flow actions
• Custom Visualforce quick actions
• Custom Visualforce buttons
• Canvas actions

How to enable Salesforce Lightning knowledge?

How do I enable lightning knowledge in Salesforce?

• From Setup, enter Knowledge in the Quick Find box and click Knowledge Settings.
• If you're new to Knowledge, enable Knowledge by selecting Yes and clicking Enable Salesforce Knowledge.
• Click OK to continue.
• On the Knowledge Settings page, click Edit.
• Select Enable Lightning Knowledge.
• Click Save.

How do I add a quick action to a lightning page in Salesforce?

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 you make a quick action in lightning?

Create a Quick ActionClick. , then click Setup.Click Object Manager.Select the object to create an action for. For this example, click Contact.Click Buttons, Links, and Actions.Click New Action.Select an Action Type. ... Select a Target Object this action will create. ... Optionally, select a Standard Label Type.More items...•

Where are quick actions in lightning Salesforce?

In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. In Lightning Experience, they appear in different areas of the user interface, depending on the action's type.

What is lightning quick action in Salesforce?

Lightning Quick Action When used as actions, components that implement the force:lightningQuickAction interface display in a panel with standard action controls, such as a Cancel button. These components can display and implement their own controls in the body of the panel, but can't affect the standard controls.

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 add a button to quick action?

In the list of components, click "Quick Actions". Then drag the "New Request" component into the "Quick Actions" panel. Then click the "Save" button. You can now find your Quick Action button by going onto a contact's profile page, clicking "More" and then selecting "New Request" from the drop-down menu.

How do you get the quick action name in lightning component?

To access the methods, create an instance of the lightning:quickActionAPI component inside your Lightning component or page and assign an aura:id attribute to it. This example creates two buttons that interact with the Update Case quick action on a case record page in Lightning Experience.

What are quick actions?

Quick actions help you perform certain tasks, such as creating a PDF or rotating an image, right from the Finder or your desktop, without opening an app.

What is quick action button?

This is a generic Lightning Component that allows a Button to execute a Quick Action. The Button can be placed anywhere on a Lightning Record Page. Using the Component. You can use this Lightning Component on a Record Page.

What are Salesforce 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.

How do I edit quick action layout?

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.

What is Quick action flow in Salesforce?

Quick actions enable you to perform a series of actions with just a few clicks. You can also create customized quick actions based on the specific needs of your users. Add a quick action to your interface so that users can easily launch your flows.

Open and Close the Modal Window

A screen quick action opens a Lightning web component in a modal window. To close the modal window programmatically, for example, to create a Cancel button, build UI that dispatches the custom event CloseActionScreenEvent. Import the event from the lightning / actions module.

Use lightning-quick-action-panel for a Consistent UI

To provide a consistent Salesforce UI, wrap your Lightning web component in a lightning-quick-action-panel component, which provides a header, body, and footer consistent with the modal blueprint in the Salesforce Lightning Design System.

Create a Form in the Modal Body

One way to create the modal body is to use the lightning-record-edit-form component with field values populated by lightning-input-field components. The cancel and submit buttons must be nested within the lightning-record-edit-form component, so with this approach the footer slot isn't needed.

Create a Custom Form with Buttons in the Footer

You can create a form in the modal body using lightning-input and lightning-button components. With this approach, use the lightning-quick-action-panel component's footer slot to contain the buttons.

Get Information about the Page

You can use standard LWC features to get information about the current page, including a page reference from the navigation service, the record ID, and the object API name of the current record.

Screen Quick Actions and Headless Quick Actions

There are two types of LWC quick actions: screen quick actions and headless quick actions.

Define Component Metadata in the Configuration File

A component’s project folder must include a <component>.js-meta.xml configuration file that defines the metadata values for the component. To use a component as a quick action, configure the file with these steps.

Create a Quick Action in Salesforce Setup

In Salesforce Setup, create object-specific actions via the Object Manager page. Then add the action to the Salesforce Mobile and Lightning Experience Actions section of your page layout. See Quick Actions in Salesforce Help.