Lesson: 20 | Object-Specific Actions

Notes
Video

Notes

In Salesforce, object-specific actions are actions that are associated with a specific object and can be accessed from a record detail page or related list. Object-specific actions are designed to provide users with quick and easy access to common tasks or processes that are specific to a particular object.

Object-specific actions can be created for any standard or custom object in Salesforce and can be customized to suit the specific needs of your organization. For example, you might create an object-specific action for creating a new opportunity or updating an account record.

Object-specific actions can be accessed from the action menu on a record detail page or related list. When a user clicks on an object-specific action, they are presented with a form or dialog box where they can enter information or make changes to the record.

Object-specific actions can be particularly useful in situations where users need to perform a specific task or process that is unique to a particular object. By providing users with quick and easy access to these actions, you can improve productivity and efficiency, reducing the time and effort required to complete common tasks.

Overall, object-specific actions are a powerful tool in Salesforce that can help improve user adoption and productivity. By customizing object-specific actions to suit the specific needs of your organization, you can provide users with quick and easy access to common tasks and processes, making it easier for them to work more efficiently and effectively within the Salesforce platform.

Prev You need to login to have access to the quizzes. Next

Mastered by 169 users.

Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

You need to complete all the quizzes before certification.

Go to top

Login to your account

Lesson: 20 | Object-Specific Actions

Notes

Administrator Course