Lesson: 18 | Global Actions

Notes
Video

Notes

In Salesforce, a global action is a type of action that can be accessed from anywhere in the application, regardless of which object or record the user is currently viewing. Global actions are designed to provide a quick and easy way for users to perform common tasks without having to navigate to a specific object or record.

Global actions can be accessed from the Salesforce Global Actions menu, which is located in the top-right corner of the application. This menu provides quick access to common actions such as creating a new record, logging a call, or sending an email.

Global actions can be customized to include specific fields and values, allowing you to create custom actions that are tailored to the specific needs of your organization. For example, you might create a global action for creating a new lead that includes fields for lead source, lead status, and other important information.

In addition to standard global actions, Salesforce also allows you to create custom global actions that can be used for specific business processes or user groups. This can be useful when you need to capture information that is unique to a particular process or when you need to provide a quick and easy way for users to perform a specific action.

Overall, global actions are a powerful tool in Salesforce that can help improve productivity and efficiency by providing quick access to common tasks and processes. By customizing global actions, you can create a user interface that is tailored to the specific needs of your organization, improving user adoption and satisfaction.

Create a Global Action:

From Setup, enter Actions in the Quick Find box, then select Global Actions.
Click New Action.
We want this action to create a new contact, so make sure the action type is Create a Record. Actions can execute other processes, too, like logging calls or sending email. But be aware that global actions can’t update a record. Only object-specific actions can do that.
In the Target Object dropdown list, select Contact.
In the Label field, enter New Prospect.
Click Save.

Action Types:

Create a Record
Send Email
Log a Call
Custom Visualforce
Custom Canvas
Lightning Component

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Lesson: 18 | Global Actions

Notes

Create a Global Action:

Action Types:

Administrator Course