Quick Action Salesforce

Actions are the same as buttons and links, which are very helpful to the user and give them access to do things in a single go. Using these actions, we can make records, log a call, and send an email.

In the Salesforce tutorial, I will explain the quick actions, how to create a quick action, and object-specific quick action in Salesforce. 

What is quick action in Salesforce?

In Salesforce, quick action is the constant click for the users to execute common actions like logging a call, sending an email, and creating a new record.

It permits users to save time, decrease the number of clicks, increase productivity, which is essential for performing a task, and also improve data accuracy by default values.

The quick can be appended to the page layout and related list, giving simple access to the most frequently used action.

Create Quick Action Salesforce

The creation of quick action in Salesforce is available in the contact manager, group, professional, enterprise, performance, unlimited, developer, and database.com editions.

You can also create a roll up summary field in both the Salesforce Lightning interface. If you want to learn, then read the complete post.

How to Create Quick Action in Salesforce Lightning

There is a company, and I am working as an employee in the sales department of a company that sells software products. We regularly need to create new accounts for clients during sales.

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Here, we are creating a quick action in Salesforce for account objects that can smooth this process and improve the orders.

Here are the following Steps:

1. Click on the Gear Icon, Select the Setup Option, and click on the Object Manager tab.

How to create a record using quick action in Salesforce

2. Now select the account object from the object manager page.

How to create a record using quick action in Salesforce lightning

3. Click on the Buttons, links, and action option that is present under the details in the left sidebar of account page.

Create a record using quick action in Salesforce

4. Click on the new action button to create a new action.

Create a record using quick action in Salesforce lightning

5. Enter action information. Firstly fill in the action type as Create a record and then select the target object.

Here, we are entering the label as create USA opportunity, filling in the the name as the label, and then unchecking the checkbox of create feed item. After that, we will type the success message and click on the save button.

Salesforce create a record using quick action

6. The default form shows 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

Salesforce lightning create a record using quick action

7. Once the create USA opportunity quick action is created, we can edit, delete, and edit the layout. After that, select the page layouts option that is present under the details in the left sidebar.

How to create record using quick action in salesforce

8. Now click on the account layout option, then click on the mobile and lighting actions, enter the create USA opportunity in the quick find box, and drag it.

How to create record using quick action in salesforce lightning

9. After dragging the create USA opportunity, drop it into the mobile and lightning action section and then click on the save option.

Create record using quick action in salesforce

10. Go to the App Launcher and enter the account in the search box, select the account. The account record page is open.

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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.

Create record using quick action in salesforce lightning

Create Object-Specific Quick Actions Salesforce

Object-specific quick Actions are created for specific objects, such as leads, opportunities, accounts, contacts, or cases, and enhance user experience.

Here are the following steps:

1. On the setup page of Salesforce Lightning, click on the Object Manager tab.

Create Quick action for object in Salesforce

2. In the object’s setup window, go to the left sidebar and click on Button, Links, and Actions. In the next window, click on the New Action button.

Create Object specific Quick action in Salesforce

3. Enter the action information and select the action type of the Quick Action as Create a record. Then, you have to select the Target object, and I have selected the target object as Order. After this, select the Relationship field for the target object.

Salesforce Lightning Object Specific Quick Action

4. Click on the drop-down arrow of Standard Label Type and select the label for quick action. If you want to add a custom label, select None. Then enter the name for the quick action in the Label field and enter its API name in the Name field.

Add label for Object Quick Action in Salesforce

5. Here, we can add additional fields to the quick action. To do so, select and drag the field to the region of quick action fields. In this example, I have added the Order Name field. After adding the field, click on the Save button.

Add field to the Quick Action in Salesforce Lightning

6. Now, we will add the created quick action to the object’s page layout. To do that, navigate to the object’s Page layouts.

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Click on Mobile & Lightning Actions and then drag the created quick action to the Salesforce Mobile and Lightning Experience Actions section. After this, click on the Save button.

Add Quick Action to the page layout in Salesforce Lightning

7. Now, the quick action Order Billing has been successfully added to the Contact object. To view the created quick action, navigate to the object record page, and you will be able to view it, as shown in the picture below.

Salesforce Object Specific Quick Action in Lightning

Conclusion

I hope now you have an idea of the quick action in Salesforce and how to create a quick action in Salesforce. In addition, we have covered the object-specific quick action in Salesforce.

You may also like to read the following Salesforce tutorials.