Loading
Extend Salesforce with Clicks, Not Code
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            List Item Actions in the Salesforce Mobile App

            You are here:

            1. Salesforce Help
            2. Docs
            3. Extend Salesforce with Clicks, Not Code

            List Item Actions in the Salesforce Mobile App

            List item actions give you access to your actions in list views, task lists, and related record lists. You can use list item actions to update records directly from lists.

            To access list item actions, navigate to a list view or task list or open a related list from an object’s related information page. Then swipe left on the desired record.

            Hide list item actions by swiping the list item back to the right or by tapping another item in the list.

            List Views

            List item actions in list views don’t have the same actions that are available in the action bar when viewing an object’s record. For example, when a user visits an opportunity record in the Salesforce mobile app, the actions in its action bar reflect the actions in the Salesforce Mobile and Lightning Experience Actions section of the Opportunity page layout.

            However, when the user swipes left on an opportunity from a list view, as you can see below, the actions that display come from the list of predefined actions for opportunities. See How Predefined Actions Are Ordered in the Salesforce Mobile App Action Bar and List Item Actions for the breakdown of predefined actions for each object.

            Here’s the All Opportunities list view.

            Swipe a list item to the left to reveal list item actions.

            Tap Action menu icon to show the action menu, with the full list of actions available for the list item.
            All Opportunities List View Opportunities List View Swipe Opportunities List View Action Menu

            Related Lists

            List item actions on related lists in the app reflect the same actions as the related list in Lightning Experience. Usually, these are the standard actions Edit and Delete, but can vary by object. For example, in Lightning Experience, the actions available in the dropdown menu on an Opportunity related list item are the same set of actions that Salesforce mobile app users see when swiping left on the same record in the related list.

            Note
            Note Even if your org doesn’t have Lightning Experience enabled, the actions on related lists that you see in the Salesforce mobile app still match the actions that would appear on the related list items in Lightning Experience if it was enabled.
            List Item Actions on Related Lists
            Note
            Note Task and event list items are different than other objects when they display in related lists. In the mobile app, when you tap the Tasks item from the menu, you can swipe left on an item in the My Tasks list view and see the predefined actions for tasks. However, tasks and events in the Open Activities or Activity History related lists in the mobile app have no actions and aren’t swipe-able.
             
            Loading
            Salesforce Help | Article