How to Update Records using Quick Action in Salesforce

In this Salesforce tutorial, I will explain how to update records using quick action in salesforce lightning and salesforce classic.

In Salesforce, quick action is defined as a type of user intersection element that allows the users to execute the familiar task in a quick and well-organized. They are designed to smooth-running similar processes and decrease the duplication of efforts.

  • Characteristics of Quick Action in Salesforce
  • How to update records using quick action in Salesforce
  • How to update records using quick action in Salesforce lightning
  • How to update records using quick action in Salesforce Classic

Characteristics of Quick Action in Salesforce

The quick action in salesforce is a type of reusable user interface that permits users to perform similar tasks faster. Some characteristics of quick actions in Salesforce are:

Customization: This quick action can be adjustable to ensemble the particular needs of an organization, together with layout, fields, and the behavior of the actions.

Accessibility: Quick action can be added to the page layout, and records can be easily accessible from everywhere in the salesforce.

Reusability: It can be reused over multiple objects, record types, and pages that are designed to smooth-running similar processes and decrease the duplication of efforts.

Mobile-friendly: It is developed for mobile devices that make it simple or easy for users to execute the common task in a single go.

Integration: It can be integrated with other features in salesforce like the approval process, and workflow automation, and also integrate into automated complex processes.

Contextual: It is accessible in a context that means the fields and options are visible to the users based on the object or pages where the action is called.

Trackable: It can be tracked and permit the organization to record the usage of quick actions.

So, with this, we have learned about the characteristics of quick actions in salesforce.

Read: Create Records using Quick Action in Salesforce

How to update records using quick action in Salesforce

Here we are updating records using quick action in salesforce.  If you want to learn how to update a record using quick 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 after that click on the object manager.
  • Enter the Account object in the Quick Find Box the object is shown on the top click on it and select the account object.
  • Click on the Buttons, links, and action option that is present under the details.
  • On the account page, there is a new action button. click on the new action button.
  • 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 update a record and then select the target object. and then click on the save button.
  • the default form is showing you can add more options in it and then click on the save option.
  • The updated record quick action button is created after that select the page layouts option that is present under the details in the left sidebar.
  • click on the account layout option then click on the mobile and lighting actions then enter the update records in the quick find box and drag the update record. After dragging the update record drop it into the mobile and lightning action section and then click on the save option.
  • Now we are selecting the Account record, the record page is open and you can see that the update record quick action button is present.
  • Click on the button and you can see the updated record dialogue box is open in which all the fields are automatically fielded you can edit these fields and click on the save option and then you can see that our record is updated.
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This is how we can learn about how to update records using quick action in salesforce.

Read: Update Records using External ID in Salesforce

How to update records using quick action in Salesforce lightning

Here we are updating records using quick action in salesforce lightning.  If you want to learn how to update 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.

How to update records using quick action in salesforce
How to update records using quick action in salesforce

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.

How to update records using quick action in salesforce lightning
How to update records using quick action in salesforce lightning

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.

Update records using quick action in salesforce
Click on the buttons, links, and actions

Step-4: After selecting the account object, the account page is open there is a new action button. click on the new action button.

Update records using quick action in salesforce lightning
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 all the information carefully. Firstly fill in the action type as Update a record and then select the target object.

After that enter the label. Here we are entering the label as Update USA account and then filling in the name, the name is the same as the label and then you can see that the name is automatically filled after that type the success message as USA account record is updated successfully, and then click on save button.

Salesforce update records using quick action
Click on the save option

Step-6: After clicking on the save button the default form is showing you can add more options in it you can also add here we are adding annual revenue and then click on the save option.

Salesforce lightning update records using quick action
Click on the save button

Step-7: After clicking on the save option the update USA account quick action is created we can edit, delete and edit the layout.

How to update record using quick action in salesforce
Update USA account quick action is created

Step-8: Select the page layouts option that is present under the details in the left sidebar. After clicking on the page layout click on the account layout option.

How to update record using quick action in salesforce lightning
Click on the page layout

Step-9:  Click on the mobile and lighting actions then enter the update USA account in the quick find box and drag the update USA account.

Update record using quick action in salesforce
Select the update USA account

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

Update record using quick action in salesforce lightning
click on the save option

Step-11: 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.

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Here we are selecting Rashawn Dach, the record page is open and you can see that the update USA account quick action button is present beside the sharing button.

Salesforce update record using quick action
Click update USA account

Step-12: Click on the update USA account button and you can see the update USA account dialogue box is open in which all the fields are automatically fielded you can edit these fields and click on the save option and then you can see that our record is updated.

Salesforce lightning update record using quick action
Record is updated

This is how we can understand how to update records using quick action in salesforce lightning.

Read: How to Create Records in Salesforce

How to update records using quick action in Salesforce Classic

Here we are updating records using quick action in salesforce classic.  If you want to learn how to update 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.

How to update records using quick action in Salesforce Classic
How to update records using quick action in Salesforce Classic

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 Expense Object.

Update records using quick action in Salesforce Classic
Select the expense object

Step-3: After selecting the Expense object, the Expense page is open. Scroll to the bottom of the page there are Buttons, links, and an action section. Click on the new action button.

Salesforce classic update records using quick action
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 update a record and then select the target object.

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After that enter the label. Here we are entering the label as update USA expense and filling the name the same as a label and then you can see that the name is automatically filled after that type the success message as the USA expense record is updated successfully and the click on save button.

How to update record using quick action in Salesforce Classic
Fill the information

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 seller details and then clicking on the save option.

Update record using quick action in Salesforce Classic
The form is created

Step-6: After clicking on the save option the update USA expense 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.

Salesforce classic update record using quick action
Update record is created

Step-7: After clicking on the page layout click on the Expense layout option then click on the mobile and lighting actions then enter the update USa expense in the quick find box and drag the create task.

After dragging the update USA expense drop it into the mobile and lightning action section and then click on the save option.

Update record using quick action in the salesforce classic
The update USA expense button is shown

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

You may also like to read the following Salesforce tutorials.

Conclusion

In this tutorial, we have learned about quick action in salesforce. We have also discussed the characteristics of quick action in salesforce. In addition, we have covered how to update a record using quick action in salesforce lightning as well as salesforce classic.

  • Characteristics of Quick Action in Salesforce
  • How to update records using quick action in Salesforce
  • How to update records using quick action in Salesforce lightning
  • How to update records using quick action in Salesforce Classic