There are two types of actions in Salesforce Lightning. Object-Specific and Global. First, you must decide which type action need to determine is whether it should be global or Object-Specific. Let’s see what is different between Object specific and Global.
You can create an Object-Specific actions in object only and add an Object-Specific action only to page layout for that object. There are five types of Object-Specific actions.
1- Create a Record
Object-specific action create a record that is automatically associated with related records. For example, you add an object-specific action on the Account object that creates contacts. If a user creates a contact with that action on the detail page for the Mirafoce account, that new contact is associated with Miraforce.
2- Update a Record
Object-specific Update a Record action makes it easy for users to edit records. You can define the fields that are available for update.
3- Log a Call
Object-specific Log a Call actions lets users enter calls, meetings, notes, or other interactions that are related to a specific record.
4- Lightning components, flows and Visualforce pages
Object-specific custom actions invoke Lightning components, flows and Visualforce pages that let users interact with or create records that have a relationship to an object record. The Visualforce page for an object-specific custom action must include the standard controller for the relevant object.
5- Send Email
Object-specific Send Email actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app.
Note : Supported Objects
When you create an object-specific action, you can choose as a target object an event, a task, or any object that has a parent-child or lookup relationship to the host object. You can’t choose Quote as a target object from Opportunity. However, you can still create quotes from an opportunity by going to the opportunity’s Quotes related list and clicking New.
You can create object-specific actions on many objects, including:
• Custom objects
You can create a global action in different places in set up than you create an object-specific actions. Global create actions enable users to create object records, but the new record has no direct relationship with other records. For example, when you create a Log a call In Lightning Experience, Log a Call actions on global layouts display in the Global Actions menu.
Note : Supported Objects for Create Actions
You can create global actions to let users create many kinds of records, including:
- Custom objects
- Event (without invitees)
- Knowledge object
- Person Account
- 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.