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Extend Salesforce with Clicks, Not Code
Default Action Fields

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Default Action Fields

Each default action includes a pre-defined set of fields, which lets you make actions available to your users without spending much time on setup.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions

These fields are included on each default action and appear in the action layout in the order listed.

Action Fields
Log a Call
  • Subject (default value: Call)
  • Comment (description)
  • Name
  • Related To
New Case and New Child Case
  • Contact Name
  • Status
  • Subject
  • Description
New Contact
  • Name
  • Email
  • Phone
  • Account Name
  • Title
New Event
  • Subject
  • Start
  • End
  • All-Day Event
  • Name
  • Related To
  • Assigned To
  • Location
New Lead
  • Name
  • Email
  • Phone
  • Company
  • Title
New Note
  • Title
  • Public (checkbox)
  • Body
New Opportunity
  • Opportunity Name
  • Account
  • Close Date (default value: 30 days from today)
  • Stage
  • Amount
New Task
  • Subject
  • Due Date
  • Name
  • Related To
  • Assigned To
  • Status

You can change the fields that appear on each action layout using the action layout editor.

See Also

 
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