What is Quick Actions in Salesforce?
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom 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 or update records and log calls directly in their Chatter feed or from their mobile device.
Quick actions can also invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define. For example, you can create a custom action so that users can write 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.
Create quick actions, and add them to your Salesforce Classic home page, to the Chatter tab, to Chatter groups, and to record detail pages. Choose from standard quick actions, such as create and update actions, or create custom actions based on your company’s needs.
In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. In Lightning Experience, they appear in different areas of the user interface, depending on the action’s type. In the Salesforce mobile app, actions of all types appear in the action bar, the action bar’s action menu, and as list-item actions.
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 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.
- 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.
- 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.
For create, Log a Call, and custom actions, you can create either object-specific actions or global actions. Update actions must be object-specific.
- Global Quick Actions
You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records. - Object-Specific Actions
Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. - Lightning Component Actions
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. - Lightning Web Component Actions
Lightning web component (LWC) actions are custom actions that invoke a Lightning web component. They support JavaScript and provide a secure way to build client-side functionality. LWC actions are supported only on record pages in Lightning Experience. - Flow Actions
Flow actions are custom actions that render a flow. They provide a secure way to build custom functionality without writing code. Flow actions are supported only in the Salesforce mobile app and Lightning Experience. - Visualforce Pages as Object-Specific Custom Actions
A Visualforce page added as a custom action on an object is invoked in the context of a record of that object type. The custom action is passed a specific record ID—the record the user was looking at when the user clicked the custom action. Design the page to act on that specific record type. - Enable Actions in the Chatter Publisher
Enabling actions in the publisher lets you add actions that you’ve created to the Chatter publisher. Actions appear on the Home page, on the Chatter tab, in Chatter groups, and on record detail pages. - Action Layout Editor
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. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action. - Custom Success Messages for Quick Actions
For Create a Record, Update a Record, and Log a Call action types, you can create a custom message that displays when the action executes successfully. - Customize Actions with the Enhanced Page Layout Editor
Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app. - Set Predefined Field Values for Quick Action Fields
When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records. - Global Publisher Layouts
- Quick Actions and Record Types
Using record types in your organization can affect the availability of quick actions for your users. - Actions Best Practices
Use these tips as you set up actions. - Quick Action Considerations
Keep these considerations in mind when working with quick actions. - Troubleshooting Actions
- Action Limits and Limitations
Actions can work differently than you expect in certain situations and for different objects. Keep these limits and limitations in mind when working with actions.
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