Salesforce:Lightning Quick Actions - Revision history

Admin at 18:18, 18 January 2022

2022-01-18T18:18:15Z

← Older revision		Revision as of 18:18, 18 January 2022
Line 1:		Line 1:
	~~[[Clean Suite for CRM:Salesforce~~\|~~← Clean Suite for CRM:Salesforce]]~~		{{ListwareForSalesforceNav
			\|LightningCollapse=
			}}

	{{CustomTOC}}		{{CustomTOC}}

Admin at 01:29, 13 March 2021

2021-03-13T01:29:51Z

Admin: Admin moved page Salesforce:Lightning Components to Salesforce:Lightning Quick Actions without leaving a redirect

2020-03-10T23:06:28Z

Admin moved page Salesforce:Lightning Components to Salesforce:Lightning Quick Actions without leaving a redirect

← Older revision	Revision as of 23:06, 10 March 2020
(No difference)

Admin: Created page with "← Clean Suite for CRM:Salesforce {{CustomTOC}} ==Quick Actions== Quick actions allow CleanSuite users to quickly process single record..."

2020-03-10T22:52:45Z

Created page with "← Clean Suite for CRM:Salesforce {{CustomTOC}} ==Quick Actions== Quick actions allow CleanSuite users to quickly process single record..."

New page

[[Clean Suite for CRM:Salesforce|← Clean Suite for CRM:Salesforce]]
{{CustomTOC}}

==Quick Actions==
Quick actions allow CleanSuite users to quickly process single records on demand in one click of the mouse.

These actions are available for the following CleanSuite services: Personator, BusinessCoder, Global Address, Global Email, and Global Phone.

==Set Up==
Setting up quick actions is fast and easy.

<ol>
<li>Start by navigating into '''Salesforce Setup''', then head into the Object Manager and select the object you wish to add a Lightning Quick Action to. In this example we are using the ''Contact object''.</li>

<li>Select '''Buttons, Links, and Actions''' and click '''New Action'''.</li>

[[File:ListwareSalesforce_LQA_01_NewAction.png|frame|none|Click '''New Action''']]

<li>In the '''Action Type''' dropdown choose '''Lightning Component'''.</li>

<li>In the '''Lightning Component''' dropdown set the component as desired. In this example, we are using Personator so we selected <code>MDPERSONATOR:CS_PersonatorAction</code>. Set Label, name, and description as desired. ''Note that the Label field is how the button will display to your users.'' Click '''Save''' when you are done.</li>

[[File:ListwareSalesforce_LQA_02_SetupComponent.png|frame|none|Setup the component]]

<li>Navigate back to the Object Manager and select the object we were working with again. In this example we select Contact because we are working with the Contact Object.</li>

<li>Select '''Page Layouts''' and choose the Layout you wish to modify.</li>

[[File:ListwareSalesforce_LQA_03_PageLayouts.png|frame|none|Select '''Page Layouts''']]

<li>In the Layout menu, select the '''Mobile & Lightning Actions''' category. Find the button we created in step #4 and drag it into the '''Salesforce Mobile and Lightning Experience Actions''' section as desired. When done, click '''Save''' at the top.</li>

[[File:ListwareSalesforce_LQA_04_Drag.png|frame|none|Drag to '''Salesforce Mobile and Lightning Experience Actions''']]

<li>Navigate to the object we just modified and confirm that our lightning quick action is available.</li>

[[File:ListwareSalesforce_LQA_05_Confirm.png|frame|none|Confirm Quick Action]]
</ol>

[[Category:Clean Suite for CRM:Salesforce]]

← Older revision		Revision as of 01:29, 13 March 2021
Line 15:		Line 15:
	<li>Select '''Buttons, Links, and Actions''' and click '''New Action'''.</li>		<li>Select '''Buttons, Links, and Actions''' and click '''New Action'''.</li>

	[[File:ListwareSalesforce_LQA_01_NewAction.png\|frame\|none\|Click '''New Action''']]		[[File:ListwareSalesforce_LQA_01_NewAction.png\|frame\|none\|alt=ListwareSalesforce LQA 01 - New Action - Melissa Wiki\|Click '''New Action''']]

	<li>In the '''Action Type''' dropdown choose '''Lightning Component'''.</li>		<li>In the '''Action Type''' dropdown choose '''Lightning Component'''.</li>
Line 21:		Line 21:
	<li>In the '''Lightning Component''' dropdown set the component as desired. In this example, we are using Personator so we selected <code>MDPERSONATOR:CS_PersonatorAction</code>. Set Label, name, and description as desired. ''Note that the Label field is how the button will display to your users.'' Click '''Save''' when you are done.</li>		<li>In the '''Lightning Component''' dropdown set the component as desired. In this example, we are using Personator so we selected <code>MDPERSONATOR:CS_PersonatorAction</code>. Set Label, name, and description as desired. ''Note that the Label field is how the button will display to your users.'' Click '''Save''' when you are done.</li>

	[[File:ListwareSalesforce_LQA_02_SetupComponent.png\|frame\|none\|Setup the component]]		[[File:ListwareSalesforce_LQA_02_SetupComponent.png\|frame\|none\|alt=ListwareSalesforce LQA 02 - Setup Component - Melissa Wiki\|Setup the component]]

	<li>Navigate back to the Object Manager and select the object we were working with again. In this example we select Contact because we are working with the Contact Object.</li>		<li>Navigate back to the Object Manager and select the object we were working with again. In this example we select Contact because we are working with the Contact Object.</li>
Line 27:		Line 27:
	<li>Select '''Page Layouts''' and choose the Layout you wish to modify.</li>		<li>Select '''Page Layouts''' and choose the Layout you wish to modify.</li>

	[[File:ListwareSalesforce_LQA_03_PageLayouts.png\|frame\|none\|Select '''Page Layouts''']]		[[File:ListwareSalesforce_LQA_03_PageLayouts.png\|frame\|none\|alt=ListwareSalesforce LQA 03 - Page Layouts - Melissa Wiki\|Select '''Page Layouts''']]

	<li>In the Layout menu, select the '''Mobile & Lightning Actions''' category. Find the button we created in step #4 and drag it into the '''Salesforce Mobile and Lightning Experience Actions''' section as desired. When done, click '''Save''' at the top.</li>		<li>In the Layout menu, select the '''Mobile & Lightning Actions''' category. Find the button we created in step #4 and drag it into the '''Salesforce Mobile and Lightning Experience Actions''' section as desired. When done, click '''Save''' at the top.</li>

	[[File:ListwareSalesforce_LQA_04_Drag.png\|frame\|none\|Drag to '''Salesforce Mobile and Lightning Experience Actions''']]		[[File:ListwareSalesforce_LQA_04_Drag.png\|frame\|none\|alt=ListwareSalesforce LQA 04 - Drag - Melissa Wiki\|Drag to '''Salesforce Mobile and Lightning Experience Actions''']]

	<li>Navigate to the object we just modified and confirm that our lightning quick action is available.</li>		<li>Navigate to the object we just modified and confirm that our lightning quick action is available.</li>

	[[File:ListwareSalesforce_LQA_05_Confirm.png\|frame\|none\|Confirm Quick Action]]		[[File:ListwareSalesforce_LQA_05_Confirm.png\|frame\|none\|alt=ListwareSalesforce LQA 05 - Confirm - Melissa Wiki\|Confirm Quick Action]]
	</ol>		</ol>


	[[Category:Clean Suite for CRM:Salesforce]]		[[Category:Clean Suite for CRM:Salesforce]]