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            Create Quick Actions for the Salesforce Side Panel Action Menu

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            Create Quick Actions for the Salesforce Side Panel Action Menu

            Take the first step in preparing your Outlook integration and Gmail integration users to create records directly from Outlook or Gmail. The Salesforce side panel action menu lets users create accounts, cases, contacts, leads, opportunities, or custom object records without opening Salesforce. You choose which actions appear in users’ action menus by creating global Create a Record actions for each kind of record.

            Required Editions

            Outlook integration and Gmail integration are available from both Salesforce Classic and Lightning Experience
            Action menus are available in: All Editions
            Customizable email application action menus are available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To set up global quick actions: Customize Application
            To display the Salesforce Side Panel: Side Panel in Outlook and Gmail configurations
            Important
            Important Starting in Summer ’21, the action menu is no longer available in the Salesforce for Outlook side panel. To let reps create records from Outlook, migrate your users to the Outlook Integration. See Salesforce for Outlook Retirement.

            You can use global actions for several types of action menus found in Salesforce, such as the menus on the Home page and the Chatter tab. If you already set up global Create a Record actions for records you want available to your users, there’s no need to set up the actions again. The global actions are already available to add to any publisher layouts.

            1. From Setup, enter Global Actions in the Quick Find box, then select Global Actions.
            2. Click New Action.
            3. Select Action Type Create a Record.
              Only Create a Record actions appear in the action menu.
            4. Select a target object for the type of record you want available to users with this action.
              If the target object requires a record type, make sure that the users assigned to this action have access to that record type.
            5. Enter a label for the new action that tells your users what it does.
            6. Save the new action.
            7. From the Action Layout Editor, drag the fields you want to appear on the action menu.
              If any of the fields are required for the type of record anywhere in Salesforce, make sure to include the fields in the global action. If the required fields aren’t included in the record detail, Salesforce doesn’t let users save records. Required fields are displayed in the action layout editor with a red asterisk.
            8. After creating Create a Record actions, add the global actions to the appropriate publisher layout.

            If you’re working from Contact Manager, Group, or Professional Edition, add actions to global publisher layout. If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, you customize action menus for email applications by creating email application publisher layouts.

            See Also

             
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