Guidelines for Custom Actions

When you’re working with custom actions, consider key guidelines. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Summer ’14 and later

By default, custom actions inherit the group button styling assigned to buttons in an active theme. As of Salesforce Winter ’16, custom actions can inherit brand button styling. You can change this setup by going to a custom action record and selecting the Brand Button field. When this field is selected, all custom actions with a Type field set to Button inherit the active theme’s brand button styling.
All default CPQ custom actions have a Display Order field set to 900 or higher. We set this number so you can easily identify your own custom actions from the defaults.
Salesforce supports a maximum of five custom actions in the quote line editor.
In the Salesforce CPQ mobile app, custom action dropdown lists in the quote line editor aren’t scrollable. To ensure easy navigation in the quote line editor, we recommend no more than five custom actions per quote line, and no more than fifteen quote or quote line group custom actions.
The Salesforce CPQ mobile app supports five actions per quote line and sixteen custom actions between the quote and any of its quote line groups.
Starting in Summer ’20, if the URL Target on a custom action is set to Replace Page and the URL field is an external link, the return URL opens in a separate tab in Lightning Experience.

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