Object-Specific Actions

For example, you add an object-specific action on the Account object that creates contacts. If a user creates a contact with that action on the detail page for the Acme account, that new contact is associated with Acme.

Object-specific actions are only available on page layouts for that object. For example, you can add the New Group Member action only to the group publisher layout.

When a user creates a record by using an object-specific create action, a feed item for that record appears:

• In the feed for the record on which the new record was created
• As the first entry in the feed for the new record
• In the Chatter feed of the user who created the record
• In the user profile feed for the user who created the record
• In the Chatter feed of any users who follow the record on which the record was created
• In the Chatter feed of any users who, through custom triggers or auto-follow rules for new records, automatically follow the new record

There are several types of object-specific quick actions.

• Page-based quick actions are object-specific and use a "Quick Action Page" type of Lightning page to define their layout. You configure the fields, sections, visibility rules, and layout that users see when they trigger the action in the Lightning App Builder.
  

  Note

  Page-based quick actions and quick action pages is a pilot or beta service that is subject to the Beta Services Terms at Agreements - Salesforce.com or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the Product Terms Directory. Use of this pilot or beta service is at the Customer's sole discretion.

• Object-specific Create a Record actions create records that are associated with related records.
• Object-specific Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.
  

  Note Make sure that you have only one Log A Call action on your page layout, If there are multiple Log a Call actions, Salesforce mobile app users see the Task layout when they click Call on their mobile devices. The required and editable fields from the layout can appear in a different order.
• Object-specific Update a Record actions make it easy for users to edit records. You can define the fields that are available for update.
• Object-specific custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. The Visualforce page for an object-specific custom action must include the standard controller for the relevant object. For example, use the standard contact controller to create a custom action that lets users import a contact’s Twitter profile and add that information to a contact record.
• Object-specific Send Email actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.

• Create Object-Specific Quick Actions
  Object-specific actions let users create records with automatic relationships to other records, make updates to specific records, and interact with records in ways that you define.