The fields are added using the drag and drop methodĮach of the fields can also be set as required, when we hover the mouse cursor over the field, the settings symbol will appear, where we can make changesĬlick Save and go to Page Layouts to add our Action to the button list on the record. Description here we can put a description of the action that is performed and in Success Message we can add a message that will appear after the action is completed.Īfter clicking the Save button, a view will appear where we can configure the appearance of the action we have created. In Action Type, we choose Update Record, then we can choose one of the standard names (Standard Label Type) or enter our own in Label. Setup→Object Manager→ Lead → Buttons, Links, and Actions → New Action We go to the selected object on which the action is to take place, in our case it is the Lead object, because we want to use Quick Action to update only the fields that are necessary when changing the status to Contacted.
#Quick access menu salesforce how to
On the example of the 5th sub-item from the list above, we will present how to create Quick Actions and configure it to the appropriate Layout in the system.
Quick Actions are available for all standard and custom Objects. Start the automation at the push of a button. Running Lightning Web Component, an application written with Apex Code Running Lightning Web Component, a solution written with Apex Code Running Custom Visualforce, an application written with Apex CodeĪbility to quickly update a record using selected fields. Saving new information, conversations, meetings regarding the record. Sending e-mails directly from the record, where we can configure the view and fields required for this activity.
List of actions that we can perform with Quick Actions::Ĭreate a new record using a new button, where you can create a new list of fields required to create a record or set a default value for selected fields. Quick Actions, as the name suggests, provide quick access to selected actions from the level of a record or List View.
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