Slaesforce FAQ

what are lightning action list used for in salesforce

by Prof. Jesus Bailey DDS Published 2 years ago Updated 1 year ago
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Lightning components can be used to override the View, New, Edit, and Tab standard actions in Lightning Experience and the Salesforce app. Unlike Visualforce, overrides that use Lightning components don’t affect Salesforce Classic. That is:

Actions and Lightning Experience
Actions enable users to do more in Salesforce, such as create or update records and log calls. If you've already created and used actions in your organization, you're familiar with how they work in Salesforce Classic.

Full Answer

Where do actions come from in Salesforce lightning experience?

In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object. The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.

What is listview component in Salesforce Lightning?

A lightning:listView component represents a list view of records that you own or have read or write access to, and records shared with you. They also include records owned by or shared with users in roles below you in the role hierarchy. You can see only the fields that are visible according to your page layout...

What types of actions are available in lightning experience?

You have quick actions (New Account, New Event, New Task), a productivity action (Call), standard buttons (Edit, Delete, Clone, Send an Email), and Chatter actions (Poll, Post). Here’s how those actions appear on a contact record page in Lightning Experience.

How to add custom buttons in Salesforce mobile&lightning experience actions?

When you click to override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section, the custom buttons in the buttons section of the page layout aren’t automatically included in the action list. You must add the custom buttons as actions from the Mobile & Lightning Actions category in the palette.

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What are lightning actions in Salesforce?

Lightning component actions are custom actions that invoke a Lightning component. They support Apex and JavaScript and provide a secure way to build client-side custom functionality. Lightning component actions are supported only in the Salesforce mobile app and Lightning Experience.

What do actions on a lightning page allow you to do?

Q 3 Actions on a Lightning Page allow you to: A Send email, create a task, and create or update records.

What is Salesforce Action menu?

The Global Actions menu displays a subset of global actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout. The items in the menu appear in the order that they're listed in the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.

What is the difference between action and button in Salesforce?

Salesforce Classic displays actions in the Chatter publisher while buttons are displayed on a record's details page. On the contrary, actions and buttons are amalgamated in Lightning Experience located in different areas based on function.

What are actions in Salesforce?

Actions appear on the Home page, on the Chatter tab, in Chatter groups, and on record detail pages. Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields.

What is difference between classic and lightning in Salesforce?

What is the difference between Salesforce Classic and Lightning? Salesforce Lightning has a new and improved interface whereas Classic sticks to the tried-and-trusted Salesforce formula. Lightning also comes with improved features such as an activity timeline and workplace page layouts.

How do actions work?

An action consists of a trigger event that causes the action to begin, a message and various parameters specifying what the action does, and one or more targets that perform the action. A typical trigger event can be a mouse click or simply hovering over a button (called a “mouse over”).

What is difference between action support and action function in Salesforce?

Action function can call the controller method from java script. 2. Action support adds AJAX support to another visualforce component and then call the controller method. Here action support adds AJAX to output panel, so once you click on output panel controller method will be called.

How do I create a lightning action in Salesforce?

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...

What is the difference between an action and an event?

The difference between an action and an event is their context of occurrence. Both indicate state changes. But an action results from the execution of a function, while an event does not necessarily have to. Hence, an event may occur spontaneously.

What is button links and actions in Salesforce?

Buttons and links let users interact with Salesforce data and with external websites and services, such as search engines and online maps. Salesforce includes several standard buttons and links. You can also create custom ones.

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.

What is Lightning Experience?

Lightning Experience adds aesthetic value to dashboards. Existing dashboards can be easily converted to the new design language with Salesforce. Despite that, you need to manually update some components to derive meaningful metrics. It is important to remember that modifications made to dashboards in Lightning Experience makes them read-only in Salesforce Classic. The best way round to deal with this is to clone and modify dashboard in Lightning Experience to avoid any functional issues in Salesforce Classic.

Is Lightning Experience still developing?

Lightning experience is still developing and may take some time until its real potential is unfolded. It requires re-training of Salesforce users, and it is a considerable investment for businesses. Nonetheless, Lightning Experience holds a promising future and business owners must consider it to improve their sales.

Does Salesforce have global actions?

Users are familiar with global actions in Salesforce 1 and Salesforce Classic. However, global actions are not displayed automatically when Lightning Experience is enabled. They need to be configured.

Is Salesforce Lightning Experience a good platform?

Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. Salesforce is really a highly customizable platform. You can easily extend Salesforce capabilities by employing the most suited Salesforce AppExchange apps.

What is lightning list view?

A lightning:listView component represents a list view of records that you own or have read or write access to, and records shared with you. They also include records owned by or shared with users in roles below you in the role hierarchy. You can see only the fields that are visible according to your page layout and field-level security settings.

Can you link outside of Lightning Experience?

Links outside of Lightning Experience and Experience Builder sites appear as hyperlinks but don't navigate to the link target. This is a known limitation that will be addressed in a future release.

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Creating A Form in The Modal Body

  • You can create a form for the modal in one of several ways. 1. Use the lightning-record-edit-form component 2. Use the lightning-record-formcomponent In both approaches, the cancel and submit buttons are nested within the component itself, so the footer slot isn't needed. Alternatively, use lightning-input and lightning-button components. With this approach, use the li…
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Enable The Component as A screen Action

  • To enable your component to be used in an LWC screen action, add the lightning__RecordAction target to the component.js-meta.xml configuration file. This target designates the component as a record page action. For more information about lightning__RecordAction, see XML Configuration File Elements. The actionType value can be Action or ScreenAction. It defaults to …
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Component Styling

  • The lightning-quick-action-panel component implements the Modalsblueprint in the SLDS. This component implements the standard scrolling logic for Salesforce modals. When the text content reaches the maximum height, the header and footer remain fixed, and only the body content scrolls. To apply additional styling, use the SLDS utility classes with t...
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Usage Considerations

  • This component uses SLDS styling. If you want a fully customized component and action modal, create your own component markup and styling. Provide your markup without using lightning-quick-action-panel in the HTML template and include the configuration file as described in the Enable the Component as a Screen Actionsection. You can also create a custom action that dire…
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Accessibility

  • The modal window renders with role="dialog" and aria-modal="true". A modal dialog traps focus. When the modal opens, a user can't interact with the content behind the modal until they close the dialog. The viewport behind the modal is marked with aria-hidden="true", which prevents assistive technology from reading out the inactive content. To close the modal, press the Esc key or click …
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