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Quick Actions Implementation Guide

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Quick Actions Implementation Guide Quick Actions Implementation Guide Salesforce, Winter ’22 @salesforcedocs Last updated: August 24, 2021 © Copyright 2000–2021 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com, inc., as are other names and marks. Other marks appearing herein may be trademarks of their respective owners. CONTENTS Quick Actions . 1 Default Actions . 3 Default Action Fields . 5 Mobile Smart Actions . 7 Setting Up Quick Actions . 9 Enable Actions in the Chatter Publisher . 9 Enable Feed Updates for Related Records . 10 Create Object-Specific Quick Actions . 11 Visualforce Pages as Object-Specific Custom Actions . 12 Prerequisites for Using Canvas Apps as Custom Actions . 14 Create Global Quick Actions . 15 Set Predefined Field Values for Quick Action Fields . 16 Notes on Predefined Field Values for Quick Actions . 16 Customize Actions with the Enhanced Page Layout Editor . 17 Global Publisher Layouts . 19 Create Global Publisher Layouts . 20 Add Actions to Global Publisher Layouts . 21 Assign Global Publisher Layouts to User Profiles . 23 Quick Actions and Record Types . 24 Actions Best Practices . 25 Troubleshooting Actions . 26 QUICK ACTIONS Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom EDITIONS quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create Available in: both Salesforce or update records and log calls directly in their Chatter feed or from their mobile device. Classic (not available in all Quick actions can also invoke Lightning components, flows, Visualforce pages, or canvas apps with orgs) and Lightning functionality that you define. For example, you can create a custom action so that users can write Experience comments that are longer than 5,000 characters. Or create one that integrates a video-conferencing application so that support agents can communicate visually with customers. Quick actions available in: Group, Professional, Create quick actions, and add them to your Salesforce Classic home page, to the Chatter tab, to Enterprise, Performance, Chatter groups, and to record detail pages. Choose from standard quick actions, such as create and Unlimited, Contact update actions, or create custom actions based on your company’s needs. Manager, Database.com, and Developer Editions Note: Custom quick actions aren’t supported in Chatter groups with customers. Custom canvas actions In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. available in: Professional In Lightning Experience, they appear in different areas of the user interface, depending on the (with Canvas enabled), action’s type. In the Salesforce mobile app, actions of all types appear in the action bar, the action Enterprise, Performance, bar’s action menu, and as list-item actions. Unlimited, and Developer Editions Quick actions come in two flavors. Object-specific quick actions Object-specific actions have automatic relationships to other records. Users can quickly create or update records, log calls, send emails, and more in the context of a particular object. 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 Acme account, that new contact is associated with Acme. Global quick actions You create global quick actions in a different place in Setup than object-specific actions. They’re called global actions because they can be put anywhere actions are supported. Users can log call details, create or update records, or send email, all without leaving the page they’re on. 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. Global create actions enable users to create object records, but the new record has no direct relationship with other records. Object-specific create actions create records that are automatically associated with related records. They’re different from the Quick Create and Create New features on the Salesforce Classic home page, because create actions respect validation rules and field requiredness, and you can choose each action’s fields. • 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. These call logs are saved as completed tasks. Object-specific Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record. • Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define. Use a Visualforce page, Lightning component, or a canvas app to create global custom actions for tasks that don’t require users to use records that have a relationship to a specific object. Object-specific custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. 1 Quick Actions • 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. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app. • Global Send Email actions are supported only in Lightning Experience. You can’t add them to the Cases layout or use them with cases. • Question actions enable users to ask and search for questions about the records that they’re working with. For create, Log a Call, and custom actions, you can create either object-specific actions or global actions. Update actions must be object-specific. 2 DEFAULT ACTIONS Default actions are sets of predefined actions to get you and your users started using actions in EDITIONS your org. Add default actions to publisher layouts to make them available to your users in the full Salesforce site and the action bar in the Salesforce mobile app. Available in: both Salesforce Each default action has a predefined set of fields. Use the page layout editor or global publisher Classic (not available in all layout to remove actions or to change the order in which the actions appear. Default actions are orgs) and Lightning supported on the account, case, contact, lead, and opportunity objects. Experience This table lists the available default actions. Italicized actions are standard Chatter actions. Available in: Essentials, Group, Professional, Note: In orgs created after Winter ’14, Salesforce adds default actions to the global publisher Enterprise, Performance, layout and to the account, case, contact, lead, and opportunity object page layouts. In orgs Unlimited, Contact created before Winter ’14, default actions are available in the palette on the page layout Manager, and Developer editor, but they’re not automatically added to the page layouts. Editions Layout Page Default Actions Global layout (also applies to custom objects) • Post • File • New Event • New Task • New Contact • Log a Call (logged calls are saved as completed tasks) • New Opportunity • New Case • New Lead • Thanks • Link • Poll • Question Account • Post • File • New Event • New Task • New Contact • New Case • Log a Call (logged calls are saved as completed tasks) • New Note 3 Default Actions Layout Page Default Actions • New Opportunity • Thanks • Link • Poll • Question Case • Post • File • New Child Case • Log a Call (logged calls are saved as completed tasks) • New Task • New Event • Thanks • Link • Poll • Question Contact, Lead, and Opportunity • Post • File • New Task • Log a Call (logged calls are saved as completed tasks) • New Case • New Note • New Event • Thanks • Link • Poll • Question Note: Using record types in your org can affect the availability of global default actions for your users. For more information, see Quick Actions and Record Types on page 24. 4 Default Actions Default Action Fields Default Action Fields Each default action includes a pre-defined set of fields, which lets you make actions available to EDITIONS your users without spending a lot of time on setup. These fields are included on each default action and appear in the action layout in the order listed. Available in: both Salesforce Classic and Lightning Action Fields Experience Available in: Essentials, Log a Call • Subject (default value: Call) Group, Professional, • Comment (description) Enterprise, Performance, • Name Unlimited, Contact Manager, and Developer • Related To Editions New Case and New Child Case • Contact Name • Status • Subject • Description New Contact • Name • Email • Phone • Account Name • Title New Event • Subject • Start • End • All-Day Event • Name • Related To • Assigned To • Location New Lead • Name • Email • Phone • Company • Title New Note • Title • Public (checkbox) 5 Default Actions Default Action Fields Action Fields • Body New Opportunity • Opportunity Name • Account • Close Date (default value: 30 days from today) • Stage • Amount New Task • Subject • Due Date • Name • Related To • Assigned To • Status You can change the fields that appear on each action layout using the action layout editor. 6 MOBILE SMART ACTIONS Mobile smart actions are a set of preconfigured quick actions. They are available for account, case, EDITIONS contact, lead, and opportunity pages and on the global publisher layout in the Salesforce mobile app. You can use them to set up quick actions for mobile users with little effort. Available in: both Salesforce Note: Mobile smart actions don’t appear in the full Salesforce site, regardless of which page Classic (not available in all layouts you add them to. They appear only to users in the Salesforce mobile app. orgs) and Lightning Experience Mobile smart actions are populated with all your org’s required fields on the relevant object, regardless of how many fields there are. For example, the New Case action in the mobile smart Available in: Group, action bundle includes all required case fields.
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