Activity Forums Salesforce® Discussions How do I create a quick action in salesforce ?

  • How do I create a quick action in salesforce ?

    Posted by Ayush on February 6, 2020 at 3:04 pm

    How do I create a quick action?

     

    How do I create a quick action?

    How do I create a quick action?

    How do I create a quick action in salesforce ?

     

     

    Deepak replied 2 years, 7 months ago 3 Members · 2 Replies
  • 2 Replies
  • Shweta

    Member
    February 7, 2020 at 1:04 pm

    Create a Quick action :

    • Click Setup.
    • Enter Global Actions in the Quick Find and select Global Actions.
    • Click New Action.
    • Leave the Action Type as Create a Record. In the Target Object field, choose Waypoint.
    • In the Label field, enter Waypoint. This automatically populates the Name field with Waypoint as well.
    • Click Save.
    • In the next Action Layout screen, leave Waypoint Name as the only field in the layout. Click Save.
  • Deepak

    Member
    February 7, 2020 at 1:18 pm

    Hi Ayush,

    Follow the steps to Create a Quick Action :

    1. Click and select Setup.
    2. Enter Global Actions in the Quick Find and select Global Actions.
    3. Click New Action.
    4. Leave the Action Type as Create a Record. ...
    5. In the Label field, enter Way point .Click Save.
    6. In the next Action Layout screen, leave Way point Name as the only field in the layout.

    Hope it helps!

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