how to use global actions in salesforce classic

You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app. You create global actions in a different place in Setup than you create object-specific actions. To create a global action, from Setup, enter Actions in the Quick Find box, then select Global Actions.

Full Answer

How do I create global actions in Salesforce?

To create a global action, from Setup, enter Actions in the Quick Find box, then select Global Actions. They’re called global actions because they can be put anywhere actions are supported. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

What is difference between global and object specific actions in Salesforce?

In the Salesforce mobile app, object-specific actions show up on record detail pages. So for example, an action associated with the opportunity object is only available when a user is looking at an opportunity. Global actions let users create records, but the new record has no relationship with other records.

How to customize Salesforce mobile app with quick actions?

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. And we’re really putting our best foot forward here.

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.

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How do I use global action in Salesforce?

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 you add global action to a lightning 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 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.

What is the main difference between object-specific actions and global actions?

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 add a quick action to a page layout in Salesforce Classic?

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.

What is 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 remove global action from page layout?

You can change the Global Publisher Layout To remove "New Contact" action from the Home Page by following these steps:Enter Publisher Layout in the quick find box.Select Publisher Layout under Global Actions.Edit the Global Layout.More items...•

Can we add quick action in related list?

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.

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 functionalities can be carried out using an action in Salesforce?

There are several types of object-specific and global quick actions.Create actions let users create records—like New Contact, New Opportunity, and New Lead. ... Update actions let users make changes to a record.Log a Call actions let users record the details of phone calls or other customer interactions.More items...

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.

How do I turn on quick actions 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.

What is an Action in Salesforce?

As we approach Global Actions, we must know what the main job of Action is. In simple terms, you can enhance the overall functionality of Salesforce using actions. Moreover, users get access to multiple standard actions to create or update records. The best part is that you can customize actions depending on your requirements.

Explain Global Actions in Salesforce

As the name suggests, Global Actions are available to be added in various sections of the Salesforce ecosystem. Moreover, you can easily include them into any age that supports actions. Some common examples are the chatter tab, home page, and multiple object pages.

What are Action Layouts?

If you remember our discussion on Page Layouts, Action Layouts are pretty much similar. All the actions have respective actions layouts that you can customize and edit accordingly. Each time an action is created, Salesforce automatically fills the action layout with the set of default values.

Final Thoughts

We can now end our discussion on Global Actions in Salesforce and other related sub-topics to it. Share this page with your friends and colleagues and let us know your views.

What are quick actions in Salesforce?

So what are quick actions? Well, you can think of them as shortcuts. They offer a fast way for mobile users to launch a specific workflow in the Salesforce mobile app, like creating records, logging calls, or sharing files.

Why are global actions called global actions?

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.

Can actions update a record?

Actions can execute other processes, too, like logging calls or sending email. But be aware that global actions can’t update a record. Only object-specific actions can do that. In the Target Object dropdown list, select Contact.

How Long Is Your Job Title, Anyway?

When one nonprofit employee can find themself involved in everything from writing appeals to restocking the paper towels, they have to be able to switch gears quickly. Let’s check out three tools that make multitasking super easy: the Global Actions menu, the utility bar, and keyboard shortcuts.

Your Best Friend: The Loyal Utility Bar

Global actions can help you complete common tasks from the top of the screen, but you can make your own go-to links across the bottom of your screen with the utility bar!

Stay Mission Focused with Keyboard Shortcuts

These tools can work even faster, and allow you to get back to mission-focused work more quickly, with keyboard shortcuts. You can search for, edit, save, and close records, all without touching a mouse.

Object-Specific Actions

You create object-specific actions in the context of the object. From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions. You can add an object-specific action only to page layouts for that object.

Global Actions

You create global actions in a different place in Setup than you create object-specific actions. To create a global action, from Setup, enter Actions in the Quick Find box, then select Global Actions. They’re called global actions because they can be put anywhere actions are supported.