![]() Target Object: Object which needs to be created.Action Type: I’m creating a new record, so it’s ‘Create a Record’.The following screen will be shown where you can select the ‘ New Action’ button to create a new Action. Now, select ‘ Buttons, Links, and Quick Actions’.Navigate to Object for which you want to create Quick Action.Steps to create Object-specific Quick Actions in Salesforce: In this way, we can create Quick Actions to reduce the time taken to perform a few types of Actions such as creating or updating records, log a call, send mails or we can also call Visualforce pages. When a global ‘Create action’ is created, it creates a new record which is not related to any other object. Global actions let users create or update records, log call details or send mails. These can be used on any objects page layout and added to the global publisher layout. These are not associated with any other objects. Global actions can be used anywhere in Salesforce globally on the chatter feed page, Home page and Groups page. Now, I will be creating a ‘Quick Action’ button which on click creates Order without navigating to another page (below). Then it will be navigated to another page, where you can enter Order details and a new Order will be created. If you want to create an Order from Account, we need to navigate to the related list and click on the ‘New Order’ button in the related list. We have Account and Order objects in Salesforce. It can only be used on the Object Page layout of the Object on which it is created. These actions are displayed on the details page layout of a record. Whenever you want the action to be used only on a particular Object, we use Object Specific Actions. ![]() The name itself specifies it’s related to a particular object. Quick Actions are categorized into 2 types Types of Quick Actions: These can be used in Salesforce Classic, Salesforce 1 and Salesforce Lightning. The fields available on this layout can be customized according to requirements. It contains the fields which are available for that Object. Each and every Action has its own layout. ![]()
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