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Extend Salesforce with Clicks, Not Code
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          Object-Specific Actions

          Object-Specific Actions

          Object-specific actions let users quickly create or update records, log calls, send emails, and more, in the context of a particular object.

          Required Editions

          Available in: both Salesforce Classic and Lightning Experience

          Quick actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions

          Custom canvas actions available in: Professional (with Canvas enabled), Enterprise, Performance, Unlimited, and Developer Editions

          For example, you add an object-specific action on the Account object that creates contacts. If a user creates a contact with that action on the detail page for the Acme account, that new contact is associated with Acme.

          Object-specific actions are only available on page layouts for that object. For example, you can add the New Group Member action only to the group publisher layout.

          When a user creates a record by using an object-specific create action, a feed item for that record appears:

          • In the feed for the record on which the new record was created
          • As the first entry in the feed for the new record
          • In the Chatter feed of the user who created the record
          • In the user profile feed for the user who created the record
          • In the Chatter feed of any users who follow the record on which the record was created
          • In the Chatter feed of any users who, through custom triggers or auto-follow rules for new records, automatically follow the new record

          There are several types of object-specific quick actions.

          • Object-specific Create a Record actions create records that are associated with related records.
          • Object-specific Log a Call actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.
            Note
            Note Make sure that you have only one Log A Call action on your page layout, If there are multiple Log a Call actions, Salesforce mobile app users see the Task layout when they click Call on their mobile devices. The required and editable fields from the layout can appear in a different order.
          • Object-specific Update a Record actions make it easy for users to edit records. You can define the fields that are available for update.
          • Object-specific custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record. The Visualforce page for an object-specific custom action must include the standard controller for the relevant object. For example, use the standard contact controller to create a custom action that lets users import a contact’s Twitter profile and add that information to a contact record.
          • Object-specific Send Email actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.

          Supported Objects

          When you create an object-specific action, you can choose as a target object an event, a task, or any object that has a parent-child or lookup relationship to the host object. You can’t choose Quote as a target object from Opportunity. However, you can still create quotes from an opportunity by going to the opportunity’s Quotes related list and clicking New.

          You can create object-specific actions on many objects, including:

          • Account
          • Campaign
          • Case
          • Contact
          • ContentNote
          • Custom objects
          • Group
          • Lead
          • Opportunity
          • Create Object-Specific Quick Actions
            Object-specific actions let users create records with automatic relationships to other records, make updates to specific records, and interact with records in ways that you define.
           
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          Salesforce Help | Article