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            Create Custom Actions Buttons

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            Create Custom Actions Buttons

            Give your reps access to web pages, Lightning components, and flows from markers on the map. Add your customized actions to buttons that you include in Salesforce Maps button sets.

            Required Editions

            View supported editions.
            User Permissions Needed
            To customize settings: Customize Application
            1. From Setup, in the Quick Find box, enter Installed Packages, and then select Installed Packages.
            2. Next to the Salesforce Maps package, click Configure.
            3. Select Settings | Custom Actions.
            4. Select Create. Then give your custom action button a name and select whether you want the button to appear on selected base objects and on desktop and mobile apps.
              Custom actions button configuration
            5. Specify any requirements for the custom actions button to appear.
            6. Configure processes and automation.
              Add automation that saves your reps time and helps them comply with company policies. For example, send your reps to a page when you add a URL in the free text field. Other options let you load a specific Lightning web component or trigger a flow within the custom actions window.
              Configure custom action button processes and automation
              If you select the action to load the page in new window, the request type you select determines how parameters appear.
              GET Shows parameters in the URL.

              Review request size limits in API Request Limits and Allocations.
              POST Shows parameters in the body.
            7. Save your work.
            8. Add your new button to any button sets.
             
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