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Quick and Custom Action Management
To simplify user experiences in Salesforce and the Life Sciences for Customer Engagement mobile app, leverage quick actions and custom actions. These actions provide convenient access to essential information and common tasks, which streamlines user navigation and workflows.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
Quick actions provide direct access to core functionalities and help users initiate key processes without extensive searching. For example, from an account profile, users can schedule a visit, send an email, or start a remote visit from a visit record. This immediate accessibility reduces clicks and saves time.
Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps with the functionality that you define. Use custom actions to simplify commonly performed processes that are unique to your business needs.
Set Up and Manage Quick Actions
Define who can use specific Life Sciences Customer Engagement quick actions and where the actions appear. Make sure that the correct users see the correct options exactly when they need them.
Required Editions
| User Permissions Needed | |
|---|---|
| To manage quick actions: | Life Sciences Commercial Admin permission set AND Customize Application |
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Create an action.
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Quick and Custom Action Administration, and then select Quick Actions.
- Select New.
- Enter a label, name, action name, location, and sort order.
- If needed, set optional values such as mobile only, sort order, icon, color, associated object, and record type.
- Select the profiles and permission sets that can access the action.
- Save your changes.
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Manage existing actions.
- From the App Launcher, find and select LifeSciences Commercial, and then select Admin Console.
- Select Quick and Custom Action Administration, and then select Quick Actions.
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From the dropdown, select the action.
- Edit: Change the location, sort order, icon, color, associated object, and record type. Or, update the profiles and permission sets that have access to the action.
- Activate/Deactivate: Turn the action on or off.
- View Assignments: See a list of profiles and permission sets assigned to the action.
- Save your changes.
Create Custom Actions
Invoke Lightning components, flows, Visualforce pages, or canvas apps with the functionality that you define for Life Sciences Customer Engagement users.
Required Editions
| User Permissions Needed | |
|---|---|
| To create custom actions: | Life Sciences Commercial Admin permission set AND Customize Application |
- From the App Launcher, find and select Life Sciences Commercial, and then select Admin Console.
- Select Quick and Custom Action Administration, and then select Custom Actions.
- Select New.
- Enter a label and name for the custom action.
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To define where the action is available to users, select an entity type.
Home Page The action is available on the mobile app Home page. SObject The action is available on the object defined in the Entity Name field. Stage Path The action is available for stage paths. Visit The action is available to support custom visit management tasks. -
To define where the action takes place, select the action type.
App The action takes place in the mobile app. URL The action opens a new URL. Utterance The action sends a predefined message to Agentforce. -
Select the target type.
- Internal
- External
- Enter values in the additional fields to meet your business needs.
- Save your work.
