Difference between revisions of "Salesforce:Lightning Quick Actions"
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<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> | ||
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<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> | ||
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<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]] | ||
Latest revision as of 18:18, 18 January 2022
← Clean Suite for CRM:Salesforce
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.
- 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.
- Select Buttons, Links, and Actions and click New Action.
- In the Action Type dropdown choose Lightning Component.
- In the Lightning Component dropdown set the component as desired. In this example, we are using Personator so we selected
MDPERSONATOR:CS_PersonatorAction. 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. - 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.
- Select Page Layouts and choose the Layout you wish to modify.
- 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.
- Navigate to the object we just modified and confirm that our lightning quick action is available.
Click New Action
Setup the component
Select Page Layouts
Drag to Salesforce Mobile and Lightning Experience Actions
Confirm Quick Action