In this Salesforce tutorial, I will explain how to create a record using quick action in salesforce lightning and salesforce classic.
Actions are the same as buttons and links which are very helpful to the user and give access to the users to do things in a single go. Using these actions we can make records, log a call and send an email.
To create records using quick action in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create a record using quick action in Salesforce.
- What is quick action in Salesforce?
- What quick action can do in Salesforce?
- Categories of quick action in Salesforce
- How to create records using quick action in salesforce lightning
- How to create records using quick action in Salesforce Classic
What is quick action in Salesforce?
In Salesforce quick action is the constant click for the users to execute common actions like log a call, sending an email, and creating a new record.
It permits the users and saves time and decreases the number of clicks and increases the productivity that is essential for performing a task and also improves the data accuracy by default values.
The quick can be appended to the page layout and related list that gives simple access to the most regularly used action.
These quick actions can be used on Salesforce lightning as well as Salesforce Classic.
So, with this, we have learned about What is Quick Action in Salesforce. Further, we will learn what quick action can do in salesforce.
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What quick action can do in Salesforce?
In Salesforce quick action can do a variation of tasks and that is included in quick action:
- Creating a new record: For creating the new records quick action is used like creating a new opportunity, account, and contact.
- Updating a record: We can also update an existing record with the help of quick actions like updating a task and logging a call.
- Deleting a record: We can also delete a record by using quick actions like deleting a lead and a case etc.
- Creating a task: We can create a task simply by using quick actions like creating a task for a customer.
- Creating an event: We can create an event by using quick actions like scheduling a call or a meeting.
- Sending an email: We can send emails by using quick actions like sending an email to a lead and contacts.
- Approval Process: To begin the approval process we can also use quick actions like starting an approval process for leads, contacts, etc.
- Logging a call: For log a call quick actions are used like recording a call with the customer.
In this way, we have learned about what quick action can do in Salesforce.
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Categories of quick action in Salesforce
There are seven categories of Quick action in Salesforce and we discuss all of these one by one:
- Record Specific Quick Action: For the specific object these actions are related to creating a new record, updating a new record, and deleting a new record.
- Global Quick Action: We can use these global quick actions anywhere in Salesforce like creating a new event or creating a new task.
- Mobile Quick Action: These actions are designed particularly for use on mobile devices.
- Custom Quick Action: For meeting the particular business requirement these actions can be created.
- Legacy Quick Action: These actions are not been longer used because they are older by still available for use in Salesforce.
This is how we understand the categories of quick actions in Salesforce.
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How to create records using quick action in salesforce lightning
Here we are creating a record using quick action in Salesforce lightning. If you want to learn how to create a record using quick action in salesforce lightning follow these steps:
Step-1: First, login into the salesforce lightning account. Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup after that click on the object manager.
Step-2: After clicking on the object manager, the object manager page is open under the object manager lots of objects are present. Enter the Account object in the Quick Find Box the object is shown on the top click on it and select the account object.
Step-3: After selecting the account object, the account page is open. Click on the Buttons, links, and action option that is present under the details in the left sidebar.
Step-4: After selecting the account object, the account page is open there is a new action button. click on the new action button.
Step-5: After clicking on the new action button, the new action page is open. Under this new action page, lots of information is present. Fill in all the information carefully. Firstly fill in the action type as Create a record and then select the target object.
After that enter the label. Here we are entering the label as create USA opportunity and the fill name same as a label and then unchecking the checkbox of create feed item after that type the success message and the click on save button.
Step-6: After clicking on the save button the default form is showing you can add more options to it you can also add here we are adding description, lead source, quantity, and order number and then click on the save option
Step-7: After clicking on the save option the create USA opportunity quick action is created we can edit, delete and edit layout after that select the page layouts option that is present under the details in the left sidebar.
Step-8: After clicking on the page layout click on the account layout option then click on the mobile and lighting actions then enter the create USA opportunity in the quick find box and drag the create USA opportunity.
Step-9: After dragging the create USA opportunity drop it into the mobile and lightning action section and then click on the save option.
Step-10: Go to the App Launcher type the sales option, the sales page is open then select the account option that is present in the nav bar. After selecting the account object the account page is open select the record that is present under the object.
Here we are selecting the Burlington America record, the record page is open and you can see that the create USA opportunity quick action button is present beside the sharing button.
So, with this, we have learned about how to create a record using quick action in salesforce lightning.
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How to create records using quick action in Salesforce Classic
Here we are creating a record using quick action in Salesforce classic. If you want to learn how to create a record using quick 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.
After clicking on the setup scroll down to the bottom of the page there are build add under the build there is a create option click on the drop-down option. Under the create option there is an objects option click on it.
Step-2: After selecting the objects option, the object page is open there are lots of objects. Select one of the objects. Here we are selecting the USA student object.
Step-3: After selecting the USA Student object, the USA Student page is open. Scroll to the bottom of the page there are Buttons, links, and an action section. Click on the new action button.
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 the action type as Create a record and then select the target object.
After that enter the label. Here we are entering the label as create task and the fill the name same as a label and then unchecking the checkbox of create feed item after that type the success message and the click on save button.
Step-5: After clicking on the save button the default form is showing you can add more options in it you can also add them here we are adding comments and then clicking on the save option.
Step-6: After clicking on the save option the create task quick action is created we can edit, delete and edit layout after that select the page layouts option that is present under the details in the left sidebar.
Step-7:After clicking on the page layout clicks on the USA Student layout option then click on the mobile and lighting actions then enter the create task in the quick find box and drag the create task.
Step-8: After dragging the create task 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 quick action in salesforce classic.
You may also like to read the following Salesforce tutorials.
- How to Create Record Type in Salesforce
- How to delete schema builder in salesforce
- How to Create a related list in salesforce
- How to add related list to page layout in Salesforce
- Send Email through Quick Action in Salesforce
Conclusion
In this tutorial, we have learned about quick action in salesforce. We have also discussed the components of quick action in salesforce. In addition, we have covered how to create records using quick action in salesforce lightning as well as salesforce classic.
- What is quick action in Salesforce?
- What quick action can do in Salesforce?
- Categories of quick action in Salesforce
- How to create record using quick action in salesforce lightning
- How to create record using quick action in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.