App Customization Lite - Understand How Actions Work in Lightning Experience

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Questions and Answers

What type of actions are supported on all list views, except Recently Viewed?

Canvas actions

Productivity actions

Custom buttons, list view actions, and certain standard buttons (correct)

Standard Chatter actions

Which of the following is not supported in the Kanban view?

Custom buttons (correct)

Standard New action

List view actions

Standard Edit action

Where can you find actions on recommendations in the Assistant?

Chatter page

Record page

Home page (correct)

Report page

What type of actions are supported on the Chatter page?

Standard Chatter actions only Signup and view all the answers

What type of actions appear in the page-level action menu in the record's highlights panel?

All of the above Signup and view all the answers

What type of actions are supported on Related Lists in Lightning Experience?

Custom list buttons and supported standard buttons Signup and view all the answers

Where do actions on reports come from?

Quick Actions in the Salesforce Classic Publisher section Signup and view all the answers

What happens after you complete an action in the Assistant?

The related recommendation disappears from the Assistant Signup and view all the answers

What type of actions are supported in the Activity tab on record pages?

Create a Record quick actions Signup and view all the answers

What is required for actions to appear in the Assistant?

Adding the action to the Salesforce Mobile and Lightning Experience Actions section Signup and view all the answers

Where do actions appear in Lightning Experience?

On related lists, list view items, and record pages Signup and view all the answers

What is the purpose of actions in Salesforce?

To create or update records and log calls Signup and view all the answers

What determines the order of actions in the Global Actions menu?

The order they are listed in the Salesforce Mobile and Lightning Experience Actions section Signup and view all the answers

What is the difference between quick actions and standard actions?

Quick actions are a specific type of action, but standard and custom buttons are also considered actions Signup and view all the answers

Where can you find the Salesforce Mobile and Lightning Experience Actions section?

In the global publisher layout Signup and view all the answers

What is the purpose of the Global Actions menu?

To display a subset of global actions Signup and view all the answers

Where do actions appear on a record page?

In one of several places depending on the action’s type Signup and view all the answers

What is the recommended action for users who are not familiar with actions?

Review the Empower Your Users with Quick Actions unit Signup and view all the answers

What type of actions are New Event and New Task in the page layout editor?

Quick actions Signup and view all the answers

Where do the Chatter actions from the front of the action list appear?

On the Chatter tab Signup and view all the answers

What determines the global actions that appear in the Global Actions menu?

The actions on the global publisher layout Signup and view all the answers

What happens to the custom buttons in the buttons section of the page layout when you override the predefined actions in the Salesforce Mobile and Lightning Experience Actions section?

They must be added as actions from the Mobile & Lightning Actions category in the palette Signup and view all the answers

In what order do the actions in the page-level actions menu appear?

In the order they are listed on the page layout Signup and view all the answers

What type of actions are Email, New Event, and New Task?

Activities-related actions Signup and view all the answers

What is displayed on the Activity tab?

Activities-related actions Signup and view all the answers

What is excluded from the Global Actions menu?

Standard Chatter actions Signup and view all the answers

Study Notes

Actions and Lightning Experience

Actions enable users to do more in Salesforce, such as creating or updating records and logging calls.
In Lightning Experience, actions are split into different areas, unlike in Salesforce Classic.

Where Actions Display

Actions appear in the Global Actions menu in the header.
Actions appear on related lists and on list view items.
Actions appear on a record page, in one of several places depending on the action's type.

The Global Actions menu displays a subset of global actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
The items in the menu appear in the order that they're listed in the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
Actions associated with objects that aren't supported in Lightning Experience don't appear in the Global Actions menu.
The Global Actions menu doesn't support standard Chatter actions.

Actions on List Views and List View Items

Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed.
To have a custom button appear on a list view, add the button to the object's List View search layout.
In the Kanban view, only the standard New action is supported.
List view items support only specific standard actions, like Edit, Delete, or Change Owner.

Actions on the Home Page

Actions appear on recommendations in the Assistant.
The actions that appear depend on the type of recommendation.
Supported actions include New Task, New Event, Edit, and Email.

Actions on the Chatter Page

The Chatter page contains only standard Chatter actions.
By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action.
You can add, remove, or reorder the actions on the Chatter page from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.

Actions on Record Pages

The page-level action menu contains:
- Productivity actions
- Global and object-specific quick actions
- Standard buttons
- Custom object-specific Lightning component quick actions
- Custom flow actions
- Custom Visualforce quick actions
- Custom Visualforce buttons
- Canvas actions
The actions that appear in the page-level action menu are listed in the order that they appear in the Salesforce Mobile and Lightning Experience Actions section of the page layout.

Related lists in Lightning Experience show custom list buttons and supported standard buttons assigned to the related list.
Not all related list standard buttons are supported in Lightning Experience.

Actions on Reports

Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout.
However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.

How Actions Are Ordered in Lightning Experience

In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object.
The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.
If you haven't customized the Salesforce Mobile and Lightning Experience Actions section of an object's page layout, the quick actions that appear on the object's record pages are derived from the actions on the global publisher layout and standard and custom buttons in the buttons section of the object page layout.

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Description

Learn how actions work in Salesforce Lightning Experience, including where they display and how they are ordered. Understand how actions enable users to perform various tasks.