How to Create Record Using Global Action in Salesforce

In this Salesforce tutorial, I will explain how to create a record using global action in salesforce lightning and salesforce classic.

The global action is a type of action that permits the users for executing a particular task like creating new records or updating existing records from anywhere in the user interface of the salesforce without crossing or navigating to a particular record and object.

• What is global action in Salesforce?
• What global action can do in Salesforce
• Categories of global action in Salesforce
• How to create a record using Global action in Salesforce
• How to create a record using Global action in Salesforce lightning
• How to create a record using Global action in Salesforce Classic

What is global action in Salesforce?

In Salesforce, global action can be marked for custom objects and standard objects and this global action can be approached from the global action menu or from the Salesforce app launcher. This app launcher is present at the top left corner of the salesforce lightning version.

Global action involves creating a new task, creating a new contact, and logging a call. It can be specialized for involving the pre-defined value for a definite field like the name of a contact.

Generally, global action is the dominant tool for the business process that can help in improving efficiency and user productivity.

So, with this, we have learned about what is global action in Salesforce. Further, we will learn how to use global action in Salesforce.

Read: How to Send Email through Quick Action in Salesforce

What global action can do in Salesforce?

In Salesforce the global action permits the user can do a variety of tasks from anywhere in the salesforce application. Some of the examples of what global action can do:

Create a record: The user can quickly create a new record from standard or custom objects in salesforce with global action and we can also arrange the actions to a pre-defined certain field with a default value.

Log a call: A global action can be used to log a call function with contact and lead objects that make it easy to record all the communications with your customers.

Send Email: For sending an email we can use global action to lead and the contact without crossing onto a particular recorder page.

Update a record: The user can rapidly update a record without having to cross the record itself with the help of global action. This can be used at a time when the field needs frequent changes.

Post to chatter: For posting a message to a chatter group or allowing the user to communicate with your team in a real-time with the help of global action.

This is how we understand what global action can do in salesforce with the help of an example.

Read: How to Update Records using Quick Action in Salesforce

Categories of global action in Salesforce

There are three categories of global action in Salesforce are:

• Create actions
• Custom actions
• Standard actions

Create actions: The global action can permit the user for creating a new record for a particular object in the salesforce. This creates action can be used for creating new records for standard as well as custom objects.

Custom actions: Custom actions are the global action that the user can build to perform a particular task that is different from the organization and the user can also create a custom action for any of the standard and the custom objects.

This action can be used to execute the take for updating the particular fields on a record or posting to chatter.

Standard actions: These actions are the pre-build global action that comes with the salesforce. The action involves Send Email, and Log a call and these actions are designed for providing fast access to mostly used actions without navigating to the particular records.

In this way, we have learned the categories of global action in Salesforce. Further, we will understand how to create a record using global action in Salesforce.

Read: How to Create Records using Quick Action in Salesforce

How to create a record using Global action in Salesforce

Here we are creating a record using global action in salesforce.  If you want to learn how to create a record using global action in salesforce then read the complete blog:

• Go to the gear icon under the gear icon there are two options setup and service setup. Click on the Setup and the setup page is open. Under the setup page on the left side, there is a Quick Find Box.
• Enter the Global Action in Quick Find Box. Select the Global Action that is present under the user interface.
• After selecting the global action, the global action page is open inside this the pre-build global actions are available. If we want to create new global action click on the new action button and this new global action is shown under the plus icon that is present beside the question mark option.
• After clicking on the new action button, the new action page is open. Under this new action page, lots of information is present. Fill all the information carefully. Firstly, fill the action type as Create a record then select the target object, fill in the label and name after that uncheck the create feed item and type the successful message and then click on the save button.
• The default form of the global action page layout is showing you can add or remove the options in it and then click on the save option.
• The Global action is created after that select the publisher layout option that is present under the details in the left sidebar.
• After clicking on the publisher layouts, the publisher layout page is open and you can see only one layout is available global layout if you want to create a new layout then you can click on the new button.
• But right now we are using this existing global layout and clicking on the edit option.
• Now select the mobile & lightning actions and then enter the global action in the quick find box and drag the global action. After dragging the created global action drop it into the mobile and lightning action section and then click on the save option.
• After clicking on the save button refresh the page and then click on the plus icon and see the created global action is available. Click on it and fill the details present in the page layout and then click on save.
• Now click on the object that we can choose as the target object, the object page is open and you can see the new record is created that we recently created by a global action.

This is how we can learn about how to create a record using global action in salesforce.

Read: How to create profile in Salesforce

How to create a record using Global action in Salesforce lightning

Here we are creating a record using global action in salesforce lightning.  If you want to learn how to create a record using global action in salesforce lightning follow these steps:

Step-1: Go to the gear icon under the gear icon there are two options setup and service setup. Click on the Setup and the setup page is open. Under the setup page on the left side, there is a Quick Find Box.

Step-2: Enter the Global Action in Quick Find Box. Select the Global Action that is present under the user interface.

Step-3: After selecting the global action, the global action page is open inside this the pre-build global actions are available. If we want to create new global action click on the new action button and this new global action is shown under the plus icon that is present beside the question mark option.

Step-4: After clicking on the new action button, the new action page is open. Under this new action page, lots of information is present. Fill all the information carefully.

Firstly, fill in the action type as Create a record then select the target object as USA student, fill in the label as create USA student global action, and the name automatically be filled after filling in the label after that uncheck the create feed item and type the successful message and then click on the save button.

Step-5: The default form of the global action page layout is showing, you can add or remove the options. Here we are adding the Student ID, Student email, Student contact, and scholarship in it and then clicking on the save option.

Step-6:  After clicking on the save option create USA student global action is created we can edit, delete and edit the layout.

Step-7: After creating the global action now again go to setup, and enter the publisher layout in the quick find box. Select the publisher layout option that is present under the user interface.

Step-8: After clicking on the publisher layout, the publisher layout page is open and you can see only one layout is available global layout if you want to create a new layout then you can click on the new button.

But right now we are using this existing global layout and clicking on the edit option.

Step-9: Now select the mobile & lightning actions and then enter the global action in the quick find box, the create USA student global action is shown now drag the global action.

Step-10:  After dragging the created global action drop it into the mobile and lightning action section and then click on the save option.

Step-11: After clicking on the save button refresh the page and then click on the plus icon and see the create USA student global action is available.

Step-12: Click on it and fill the details present in the page layout and then click on save.

Step-13: Click on the App Launcher, and enter the sales in the search box. Select the sales, the sales page is open. Now select the USA student object that is present in the nav bar. After selecting the USA student object the USA student page is open under this page you can see that the recently created record with the help of global action is present.

This is how we can understand how to create a record using global action in salesforce lightning.

Read: Contact List View Salesforce 

How to create a record using Global action in Salesforce Classic

Here we are creating a record using global action in salesforce classic. If you want to learn how to create a record using global action in salesforce classic follow these steps:

Step-1: Login into the salesforce classic account, and click on the setup option that is present at the top of the page. Click on the Setup and the setup page is open. Under the setup page on the left side, there is a Quick Find Box.

Enter the Global Action in Quick Find Box. Select the Global Action that is present under the user interface.

Step-2: After selecting the global action, the global action page is open inside this the pre-build global actions are available. If we want to create new global action click on the new action button.

Step-3: After clicking on the new action button, the new action page is open. Under this new action page, lots of information is present. Fill all the information carefully.

Firstly, fill in the action type as Create a record then select the target object as USA Employee, fill in the label as create USA employee global action, and the name automatically be filled after filling in the label after that uncheck the create feed item and type the successful message and then click on the save button.

Step-4: The default form of the global action page layout is showing, you can add or remove the options. Here we are adding the First Name, Last Name, Account Number, and employee email in it and then clicking on the save option.

Step-5: After clicking on the save option create USA employee global action is created we can edit, delete and edit the layout. After creating the global action now again go to setup, and enter the publisher layout in the quick find box. Select the publisher layout option that is present under the user interface.

Step-6: After clicking on the publisher layout, the publisher layout page is open and you can see only one layout is available global layout if you want to create a new layout then you can click on the new button.

But right now we are using this existing global layout and clicking on the edit option.

Now select the mobile & lightning actions and then enter the global action in the quick find box, the create USA employee global action is shown now drag the global action.

Step-7: After dragging the created global action drop it into the mobile and lightning action section and then click on the save option.

So, with this, we have learned how to create a record using global action in salesforce classic.

You may also like to read the following Salesforce tutorials.

• How to create and edit Profile List View Salesforce
• How to Create Email Template in Salesforce
• How to Create Public Groups in Salesforce

Conclusion

In this tutorial, we have learned about Global action in salesforce. We have also discussed what global action can do in salesforce. In addition, we have covered how to create a record using global action in salesforce lightning as well as salesforce classic.

• What is global action in Salesforce?
• What global action can do in Salesforce
• Categories of global action in Salesforce
• How to create a record using Global action in Salesforce
• How to create a record using Global action in Salesforce lightning
• How to create a record using Global action in Salesforce Classic