Let’s we create a Global quick action. Users can create a global action from home page, chatter tab, object pages and custom lightning pages. Fox example, Create an Order action to global layouts to let users create an order right from a lightning home page.
Tutorial
From Setup -> Enter Actions in the Quick Find box, then select Global Actions -> Click New Action -> For Action Type, leave Create a Record selected -> For Target Object, select Order -> Enter Label as “New Order” -> On Success Message Enter “Order is successfully created “ -> Click Save . As shown in the screenshot below.
Next step is add necessary field in Layout. Click on Layout -> Drag and drop add fields to layouts -> Click Save
Result
Now you can able to see global action on chatter feed as shown below.
Note : Supported Objects for Create Actions
You can create global actions to let users create many kinds of records, including:
- Account
- Asset
- Badge
- Campaign
- Case
- Contact
- Contract
- Custom objects
- Event (without invitees)
- Goal
- Group
- Knowledge object
- Lead
- Note
- Opportunity
- Orders
- Person Account
- Question
- Reward
- Task
- Work Order
Mira Shah is 2X Salesforce Certified / Platform Champion / 2X Salesforce Ranger / 7X Superbadge / Answer Leader on Salesforce community / Downunder Dreaming Speaker (Brisbane Edition)
She is a active blogger and founder of Miraforce.
