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Use a Quick Action from a Process
Create a record, update a record, or log a call by using a quick action that you or another admin created for your organization.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
Quick actions can be object-specific or global actions. Only Create, Update, and Log a Call actions are supported. To use a quick action from a process, the action must exist in your organization.
If your organization is using quick actions to help your users more easily create and update records, you can also use those actions in your process. When you use these quick actions in a process, you can only set values for fields that are part of the action's layout. If you don’t already have one of these actions created, see Create Global Quick Actions or Create Object-Specific Quick Actions for details.
After you’ve created an action and selected “Quick Actions” for the type, fill in the relevant fields to add the action to your process. The new or updated record appears as if the user who started the process—by creating or editing a record—created or updated it.
- Enter a name for this action. This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
- Filter to specify the kind of action you want to use.
Filter Search By Lets You Search Through Global actions All global actions in your organization. You then filter even further by selecting the Type of actions that you must search through. Object All object-specific actions in your organization that are associated with a certain Object Name. Objects can’t filter global actions. Type All object-specific and global actions in your organization based on the type, such as Create a Record or Log a Call. - If you selected Global actions or Type, for Type select the specific type of quick action that you want to use.
- If you selected Object, for Object search for and select the object that you want to filter by.
- For Action, search for and select the action that you want to use.
- Set field values for the action.
Rows that appear automatically represent the action’s required fields. To set values for the action’s optional fields, add rows.
Field Select the field whose value you want to set. To filter the dropdown list, type the name of the field.
You can set values for fields that are included in the action’s layout only.
Type Select the type of value that you want to use. The available types depend on the field that you’ve selected. Value Set a value for the field. by using the text entry field to manually enter a value or the field picker to use a field value from a related record. See Setting Values in the Process Builder for details. - Save the action.
