how to create quick actions in salesforce lightning

Create Screen Quick Actions

• Open and Close the Modal Window. A screen quick action opens a Lightning web component in a modal window. To close the...
• Use lightning-quick-action-panel for a Consistent UI. To provide a consistent Salesforce UI, wrap your Lightning web...
• Create a Form in the Modal Body. One way to create the modal body is to use the...

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.

More items...

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 you make a quick action lightning?

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...

How do I add a quick action to 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.

What is quick action in Salesforce lightning?

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 you make a quick action?

1:466:34Quick Action Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we're going to create a quick action so go into buttons links and actions and then click newMoreAnd we're going to create a quick action so go into buttons links and actions and then click new action.

How do you add a quick action to a list view?

Select the object you want to allow mass quick actions on. Select Search Layouts for Salesforce Classic. Edit the List View layout. In the List View Actions in Lightning Experience section, add the actions that you want your users to be able to perform on list views for multiple records.

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 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.

Can we add quick action button to related list Salesforce?

The last step is simply to place the Action on the relevant Account page layout under “Mobile and Lightning Actions.” Afterwards, it will appear as a clickable button in the highlight panel of an Account Record Page. These Quick Actions can also be placed directly on Related Lists and List Views.

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.

Where are actions displayed in Lightning Experience?

In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.

Where do chatter actions come from in Salesforce?

Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout . However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.

What is chatter tab in Salesforce?

The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.

Where can I find actions on recommendations?

On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation. The actions that appear depend on the type of recommendation.

Can you add custom buttons to a list view?

Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed. To have a custom button appear on a list view, add the button to the object’s List View search layout.