Empower Your Users with Quick Actions Quiz and Flashcards

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Questions and Answers

What is the main purpose of quick actions in Salesforce?

To integrate with external applications

To simplify user navigation and workflow (correct)

To access detailed reports and analytics

To manage user authentication

What is a characteristic of object-specific actions?

They require customization by developers

They can be used across multiple objects

They have automatic relationships to other records (correct)

They are not specific to a particular object

Where do you create global actions in Setup?

In the object's fields and relationships

Under the object's related lists

On the object page layout

In a separate global actions section (correct)

What is the purpose of the global publisher layout?

To house global actions Signup and view all the answers

Where can users access the global actions menu?

In the Salesforce header Signup and view all the answers

What type of action lets users log call details, create records, or send email, all without leaving the page?

Global action Signup and view all the answers

What is an example of an object-specific action?

Adding a contact to an account Signup and view all the answers

What is a benefit of using custom actions in Salesforce?

They simplify user navigation and workflow Signup and view all the answers

What happens to the actions on an object record page if it is not customized with actions?

The actions are inherited from the global publisher layout Signup and view all the answers

What is the purpose of Maria's object-specific action?

To create an energy audit record tied to an account Signup and view all the answers

What determines the fields that a user must populate to complete an action?

The action layout editor Signup and view all the answers

What happens if a required field is removed from an action layout?

The action cannot be completed Signup and view all the answers

Where do users access the New Energy Audit action?

The page-level action menu Signup and view all the answers

What is the purpose of a global action?

To create a campaign record from anywhere in Salesforce Signup and view all the answers

How do you add a global action to the global actions menu?

Drag the action from the palette to the global publisher layout Signup and view all the answers

What is the global publisher layout?

A special layout for global actions Signup and view all the answers

Why is a global action ideal for the Sales team's request?

Because it appears on every page in Salesforce Signup and view all the answers

What is customized in the action layout editor?

The fields required to complete an action Signup and view all the answers

Study Notes

Quick Actions in Salesforce

Quick actions enable users to perform tasks efficiently, such as creating records, logging calls, sending emails, and more.
Custom actions improve users' navigation and workflow, providing quick access to important information.

Object-Specific Actions

Object-specific actions have automatic relationships to other records.
They allow users to create or update records, log calls, send emails, and more, in the context of a particular object.
These actions live on the page layout for the object.
Example: Adding an object-specific action on the Account object to create contacts, which are then associated with the account.

Global Actions

Global actions can be placed anywhere actions are supported.
They enable users to log call details, create records, or send emails without leaving the current page.
Global actions live on the global publisher layout, which populates the global actions menu in Lightning Experience.
The global actions menu can be accessed by clicking in the Salesforce header.

Creating Actions

Object-specific actions can be created to enhance user experience, such as creating energy audit records directly from account records.
The action layout editor is used to customize the action's layout, adding or removing fields as required.
Required fields are added to an action layout by default when creating the action.
Actions can be added to a page layout, making them available to users.

Adding Actions to Page Layouts

Object-specific actions can be added to a page layout, making them available to users from a specific object's record page.
The order of actions on a page layout can be adjusted by dragging them around.

Creating Global Actions

Global actions can be created to enable users to perform tasks from anywhere in Salesforce.
Creating a global action involves starting on a different page in Setup.
Global actions can be added to the global actions menu, making them accessible from anywhere in Salesforce.

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Description

Learn how to create customized actions in Salesforce to streamline navigation and workflow. Give users quick access to tasks like creating records, logging calls, and sending emails.

Lightning Experience Customization - Empower Your Users with Quick Actions