Describe the capabilities of and use cases for custom buttons, links, and actions.
Buttons, links, and actions allow users to interact with Salesforce and external systems. Salesforce provides several standard buttons, links, and actions. and additional can be created as needed.
In addition to creating new custom buttons and links, the default action of some standard buttons can be changed too. Such button overrides are global. For example, when overriding the standard New button for Accounts with a custom action, then this custom action applies to all New buttons for Accounts across the org.
Actions, or Quick Actions, are buttons available in Lightning Experience, in the Chatter publisher and in the Salesforce1 action bar. They can be created to help users to do frequent tasks, such as updating or creating records.
Salesforce generally differentiates between global and object-specific actions. While global actions are not related to a specific object and can be used on any page, object-specific actions can only be used on pages related to a specific object. Further implications of global and object-specific actions are described in the chapter Global and Object-Specific Actions.
In addition to global and object-specific actions, Salesforce further classifies actions into action types.
|Standard Chatter Actions||Predefined standard Chatter actions (e.g. Post, File, Poll, etc.). The order in which those actions appear can be changed, but not their behaviour. Only Post and Announcements are supported in Lightning Experience.|
|Default Actions||Predefined standard Salesforce actions (e.g. New Event, New Task, New Case, etc.). The order in which those actions appear can be changed, but not their behaviour.|
|Mobile Smart Actions||Predefined standard Salesforce1 actions (e.g. New Event, New Task, New Case, etc.). They only appear in Salesforce1 and only include required fields of an object. The order in which those actions appear can be changed, but not their behaviour.|
|Productivity Actions||Predefined standard Salesforce actions (Send Email, Log a Call, Map, View Website, and Read News). The order in which those actions appear can be changed, but not their behaviour.|
|Custom Actions||Customized global or object-specific actions (e.g. create a custom object record, open a Visualforce page, etc.). They can invoke Lightning components, Visualforce pages, or canvas apps providing complex custom functionalities.|
Similarly to object record page layouts, also actions can have layouts. Such layouts are called action layouts and define which fields are visible to the user when executing an action. Fields can be added, removed, and reordered on action layouts, to only present the most relevant items.
Similarly to default fields values, fields can be predefined in actions using formula expressions. This helps to ensure data quality and make it easier for users to create or update records. If a field used in an action has both a predefined value and a default value set, the action uses the predefined value.
Global publisher layouts only include global actions and define how those actions appear in various global Salesforce pages (e.g. the Home page and the Chatter page). Additionally, Lightning Experience uses global publisher layouts to populate the Global Actions menu. And Salesforce1 uses those layouts to define the actions that appear in the action bar and action menu. As with page layouts, different global publisher layouts can be assigned to user profiles to customize the visibility of global actions.
In Lightning Experience, actions appear in different areas of the user interface, depending on the action type.
|Global Actions Menu||Displays supported global actions from the "Salesforce1 and Lightning Experience Actions" section of the global publisher layout. The items in the menu display in the order defined in the global publisher layout.|
|Chatter Page||Displays Chatter actions from the "Salesforce1 and Lightning Experience Actions" section of the global publisher layout. The items in the menu display in the order defined in the global publisher layout.|
|Home Page||Displays actions resulting from recommendations of the Assistant feature.|
|List View Item||Displays standard button actions for all objects. For Tasks list views all supported actions available for Tasks are displayed.|
|Record Page||Displays actions from the "Salesforce1 and Lightning Experience Actions" section of the object page layout. The items in the menu display in the order defined in the page layout. This page-level action menu contains:|
|Related List||Displays standard button actions for all objects.|
In Salesforce1, all action types appear in the action bar and its associated action menu. The action bar and action menu consequently show all the available actions for a given page.