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            Create a Lightning Component Action

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            Create a Lightning Component Action

            Creating a Lightning component action is similar to creating a regular quick action, and you do it in the same place in Setup. All you need is a Lightning component in your org for the quick action to trigger.

            Required Editions

            Available in: Lightning Experience
            Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions
            User Permissions Needed
            To create actions: Customize Application
            1. In Setup, click Object Manager, click the object that you want to create the action for, and click Buttons, Links, and Actions.
            2. Click New Action.
            3. For Action Type, select Lightning Component.
            4. Select the component that you want the action to call.
            5. Enter a label for the action. Users see this label as the name of the action.
              Tip
              Tip You can choose an option from the Standard Label Type list to have Salesforce generate the label. For the labels in this list that include “Record” and “Record Type,” Salesforce fills in the type of object or the record type the action creates. For example, if you choose the Create New “Record” standard label on a create contact action, the generated label is Create New Contact.
            6. If necessary, change the name of the action. If you selected a standard label type in the previous step, you must enter the name.
              This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we suggest not editing this field.
            7. Type a description for the action.
              The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, we recommend using a detailed description, such as “Create Contact on Account using New Client record type.”
            8. Optionally, click Change Icon to select a different icon for the action.

            When you’re finished creating your action, add it to the Salesforce Mobile and Lightning Experience Actions section of the desired page layout, such as the case page layout, and your users can start using it!

            See Also

             
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