-
How to make quick lightning action in Salesforce?
How to make quick lightning action in Salesforce?
-
2 Replies
-
To Create a Quick Action.
Click. and select 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 Label field, enter Waypoint . ...
Click Save.
In the next Action Layout screen, leave Waypoint Name as the only field in the layout. -
QuickAction creation
Click on 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 Label field, enter Waypoint . ...
Click Save.
In the next Action Layout screen, leave Waypoint Name as the only field in the layout.
Log In to reply.
Popular Salesforce Blogs
Health Cloud Console Unit in Salesforce - Get Started
In this blog, we will discuss about Health Cloud, its specific terminology, and its architecture. Let’s move to Salesforce Health Cloud Core Capabilities which are:…
How to Run Customer Success and SaaS Sales in Salesforce
If you sell physical products using a traditional sales model, a Customer Relationship Management (CRM) platform like Salesforce should deliver all the value you need…
How DemandBlue’s Salesforce Revenue Cloud Implementation Helped its Customers to Enhance Sales Pipeline, Quote-to-cash, and ROI
The B2B buying segment has become more dependent on fast and flexible purchasing options rather than the usual buying process. This applied change is evident…
Popular Salesforce Videos
Uncomplicating Sales with Salesforce CPQ
Sales representatives spend 34 percent of their time doing actual sales, while a staggering 66 percent of their time generating quotations, ideas, and gaining approvals,…
Marketing for Nonprofits Customer 360 Demo | Salesforce Video
Growing your nonprofit requires building relationships with lifelong supporters. Marketing Cloud for Nonprofits is a purpose-built marketing solution designed to help smaller nonprofits quickly and…
Data Import: Prepare your Data for Import | Salesforce
This short video walks you through how to clean up your import files in preparation for getting your data into Salesforce. We'll walk you through…