In our Salesforce org the Account management team needs to keep customer details up to date regularly. The team wanted an edit layout to update important fields such as Account Industry, phone, and website. So that, instead of opening the record in full edit mode, they can update information from this layout.
As a solution for this requirement, I created a quick action button on the Account record page. With this quick action, users can edit and update the important information of the record.
In this Salesforce tutorial, I will explain the method to create a quick action for updating records. Then we will update records using quick actions in Salesforce with the created action.
Update Records Using Quick Action in Salesforce
To update the object records using the quick action, first, we need to create a custom quick action. After this, we will deploy the quick action to the object record page to make it accessible to users to update records.
Create a Quick Action to Update Records in Salesforce
In this example, we will create a quick action on the Account object. Using this quick action, the user can update the Account’s Phone, Industry, and Website.
To create a quick action, navigate to the Setup page of Salesforce Lightning and click on the Object Manager tab.
In the Object Manager tab, select the object in which you want to create the quick action to update records. In this example, we will select the Account object.
In the Account object setup, click on Buttons, Links, and Actions.