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Create and Configure Contextual Actions for Events and Milestones

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Create and Configure Contextual Actions for Events and Milestones

Agents can quickly create a record and associate it with an event or milestone without leaving the page they’re on. For example, when viewing a car purchase event, the agent can quickly create an opportunity for selling an auto insurance policy. The Opportunity record is automatically associated with the life event. Create relevant actions for events and milestones. Add the actions to the appropriate page layouts so that they appear in the expanded lookup card when an agent hovers over an event or milestone.

Required Editions

Available in: Lightning Experience
Available in: View product and edition availability.

If Action Plans is enabled in your Salesforce org, the New Action Plan action is, by default, available for events and milestones. Create action plan templates for Person Life Event and Business Milestone objects. An agent can choose from these templates when creating an action plan from an event or milestone.

  1. From Setup, open Object Manager.
  2. In the Quick Find box, enter Person Life Event, and then select Person Life Event.
    Note
    Note To create actions for business milestones, select Business Milestone.
  3. Click Buttons, Links, and Actions, and then click New Action.
  4. In the Action Type list, select the type of action that you want to create. For example, select Create a Record.
  5. In the Target Object list, select the type of object record this action creates, such as a contact or an opportunity.
  6. Enter a label for the action. Users see this label as the name of the action.
  7. Save your changes.
  8. Click Page Layouts, and then select the appropriate page layout.
  9. On the palette, select Mobile & Lightning Actions.
  10. Drag the action to the Salesforce Mobile and Lightning Experience Actions section.
  11. Save your changes.
 
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