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Required fields are added to an action layout by default when you create the action. The palette contains fields from the action’s target object that you can add to the action layout.Įach field on this action layout has a red asterisk, indicating that it’s a required field.
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Just like the page layout editor, the upper part of the action layout editor contains a palette, and below it is the action layout. With the action layout editor, you can customize the fields the users must populate to complete the action. It’s like the page layout editor but for actions. This is the text users see for the action.Īfter you create the action, you can customize its layout using the action layout editor. Enter the action label as New Energy Audit.This is the type of record that the action creates. Select Energy Audit as the target object.Maria wants this action to create audit records, so select the Create a Record action type.Click Buttons, Links, and Actions, then click New Action.From Setup, click Object Manager, then click Account.Use global actions to let users log call details, create records, or send email, all without leaving the page they’re on. They’re called global actions because they can be put anywhere actions are supported. You create global actions in a different place in Setup than you create object-specific actions. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app. "Send Email" actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app.For now, remember that Visualforce pages allow you to do really cool customizations in your actions. You can learn all about it in another module. If you’re new to Visualforce, don’t worry. Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record."Log a Call" actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.You can define the fields that are available for update. "Update a Record" actions make it easy for users to edit records."Create" actions create records that are automatically associated with related records.There are several types of object-specific actions.