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
            Create Object-Specific Quick Actions

            You are here:

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

            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.

            Required Editions

            Important
            Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.
            Available in: both Salesforce Classic and Lightning Experience
            Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions
            User Permissions Needed
            To create actions: Customize Application
            1. From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.
            2. Click New Action.
            3. Select the type of action to create.
            4. Customize the action.
              For a Create a Record action, select the type of object to create.
              • If the object has more than one record type, select the one you want to use for records created through this action.
              • If the object for which you’re creating the action has multiple relationships with the target object, select the field to populate when a record’s created. If the two objects have a master-detail relationship, you can’t select which field to populate. The master-detail Relationship field is selected by default, and you can’t change this setting. Set the Relationship field to Read-Only so that users can view the field on the 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.
              For a Custom Visualforce action, select the Visualforce page, and then specify the height of the action window. The width is fixed.
              For a Lightning Component action, select the component called by the action.
              For a flow action, select the flow to render.
            5. Enter a label for the action. Users see this label as the name of the action.
              Tip
              Tip You can choose an option from the Standard Label Type list to have Salesforce generate the label. For the labels in this list that include “Record” and “Record Type,” Salesforce fills in the type of object or the record type the action creates. For example, if you choose the Create New “Record” standard label on a create contact action, the generated label is Create New Contact.
            6. If necessary, change the name of the action. If you selected a standard label type in the previous step, you must enter the name.
              This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we suggest not editing this field.
            7. Type a description for the action.
              The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, use a detailed description, such as “Create Contact on Account using New Client record type.”
            8. Select to post a feed item in the record feed when the action’s completed.
              When enabled, Create Feed Item causes the creation of a feed item when the action is performed. The target object’s compact layout defines the feed item's fields.

              When feed tracking is enabled for the object, and All Related Objects is selected, performing the action causes the creation of a feed item. The feed item is created, regardless of whether Create Feed Item is selected.

            9. For a Create a Record, Update a Record, or Log a Call action, you can add a custom success message. The success message displays after the action executes successfully.
            10. Optionally, click Change Icon to select a different icon for the action.

              Custom images used for action icons must be less than 1 MB in size.

            11. Click Save.

            After you create a quick action, customize its layout, add predefined values, and then add the action to page layouts.

            Note
            Note If you delete an action, the action is removed from all layouts that it’s assigned to.

            See Also

             
            Loading
            Salesforce Help | Article