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.
In the Buttons, Links, and Actions window, click on the New Action button.
In this window, select the Action Type as Update a Record. If you want a custom label, then leave the Standard Label Type as None.
Enter the custom label for the quick action. After this, enter the description and Success Message and click on the Save button.
In the window, we will see the layout of the update record quick action. In this layout, drag and add the fields that you need to update through quick action.
After adding the required fields, click on the Save button.
As we click on the Save, the update record quick action will be created. Now, we need to add the quick action to the object page layout.
Add Quick Action to Page Layout in Salesforce
To make the update record quick action accessible to the users, we need to add it to the Account object’s page layout.
Navigate to the Object Manager -> Select object ( Account) -> Page Layouts. From the list of page layouts, select the default page layout.
In the page layout setup, click on the Mobile and Lightning Actions. From the action lists, drag and drop the quick action to the section Salesforce Mobile & Lightning Experience.
After this, click Save to apply the changes.
With this, we have created a quick action and deployed it to the layout of the Account object.
Update Object Record Using Quick Action in Salesforce
Now, we will check the created quick action by updating the Account record using the Salesforce quick action.
To update the Account record using the quick action, navigate to the Salesforce Accounts tab and open an account record.
In the Account record page, click on the quick action Update Main Info.
In the quick action window, we can see the fields that we have added to the layout of the quick action. Here, update the information in the fields and click Save to update the record.
As we click on the Save button, a success message will appear on the screen. We can view the updated field values in the record’s detail section.
This way, we can update records in Salesforce using a custom quick action.
Conclusion
In this Salesforce tutorial, we have learned how to create a quick action in Salesforce to update records. With this quick action, users can easily update important fields directly from the record page without going into edit mode.
By following the above steps, you can create a custom quick action to update the record details for any standard or custom object in your Salesforce environment.
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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.
