The Publisher Layout determines which Quick Actions you see in the Action bar. In Setup, click Home. Enter Publisher Layouts in the Quick Find and select Publisher Layouts. Next to Global Layout, click Edit.
Full Answer
How do I show a quick action in Salesforce?
In the Salesforce Mobile and Lightning Experience Actions, if you see a link to override the predefined actions, click the link to override. Select Mobile & Lightning Actions in the palette, then drag the New Showing quick action into the mobile section. Make sure it’s the first item.
How to create an object-specific action for contacts in Salesforce?
So in this step, we create an object-specific action for contacts. From the Object Manager, enter Contact in the Quick Find box, then select Contact. From the Contact object management settings, go to Buttons, Links, and Actions and click New Action. Verify that the action type is Create a Record.
How to override predefined actions in Salesforce Mobile and lightning experience?
From the Contact object management settings, go to Page Layouts and click Contact Layout. In the Salesforce Mobile and Lightning Experience Actions, if you see a link to override the predefined actions, click the link to override.
How do I create a new showing field in Salesforce?
In the Target Object dropdown list, select Event. In the Record Type dropdown, click Showing. Enter New Showing in the Label field. Click Save. In the layout editor, remove the following fields: Related To, Assigned To, and Name. Add the Property field to the layout and make it required. You can double-click the field to edit its settings.
How do I edit a quick action 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 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.
How do I edit a custom object in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do you view a custom object-specific action on the palette of the page layout editor?
The main difference between object-specific actions and global actions is: object-specific actions have automatic relationships, and global actions don't. To see a custom, object-specific action on the palette of the page layout editor: select Mobile & Lightning Actions in the list of element types.
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 add a quick action to a page layout 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 I change the name of an object in Salesforce?
How to Change Standard Object Names in SalesforceTo start, go to the Setup item with the gear icon in the upper right-hand corner.Next, click customize.After that, hit the option labeled Tab Names and Labels.Click on Rename Tabs and Labels.Now, select the tab or object that you want to rename and then hit edit.More items...•
How do I change an object field in Salesforce?
Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.
How do I manage objects in Salesforce?
To access the Object Manager, from Setup, click Object Manager. To customize an object, select the object name in the list, and then select a specific customization from the left pane. For example, to add a custom field to the Account object, select Account, then Fields & Relationships, and then New.
What is a capability of object specific quick actions?
Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.
How do I view an object in Salesforce?
To view all standard and custom objects that are available to you in your org, click the plus icon (+). To see the records for a particular object, click the record's tab. View, edit, and create records from a list. List views are a great way to sort, prioritize, and analyze the records that are most important to you.
How do I change page layout in Salesforce?
To change page layout assignments >> Click Page Layout Assignment and then click Edit Assignment. Select Profile and Page layout to use. Click Save.
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.
Types of Salesforce Quick Actions
Global Actions: are not related to a specific record and can be placed anywhere that actions are supported.
Global Publisher Layouts
So, we’ve seen where actions can be accessed and used, but what determines their order? Global publisher layouts can be set up to determine the order actions appear in certain interfaces, such as the Home tab, Chatter tab and mobile app.
Salesforce Global Actions
Global Actions are not related to a specific record and can be placed anywhere that actions are supported. Example Global Actions include:
Salesforce Object-Specific Actions
Salesforce Object-specific Actions work much the same as Global Actions, however they are related to a particular object! Trust me when I say you are familiar with this type of functionality – when you create a Contact via the Contacts related list on an Account record, the ‘Account Name’ field is populated for you.
