-
How do I create a quick action in salesforce ?
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 ?
-
2 Replies
-
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.
-
Hi Ayush,
Follow the steps 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 Way point .Click Save.
- In the next Action Layout screen, leave Way point Name as the only field in the layout.
Hope it helps!
Log In to reply.
Popular Salesforce Blogs
How to Integrate Salesforce and NetSuite Effectively?
Salesforce is the worldwide leader in making revolutionary business applications, served from the cloud and are designed to help generate leads for an organization. Also, it…
Sforce Chromeee - A Salesforce Theme for Google Chrome
Hi Everyone, I have created a Salesforce theme for google chrome. Now you will be with salesforce even you are working on somewhere else. About:…
Chrome Blocking Mixed Content in Salesforce - All You Need To Know
Substance over HTTPS is getting to be a more grounded browser necessity. Google Chrome is presenting an arrangement of notices and will start blocking blended…
Popular Salesforce Videos
How to Create a Data Set in Salesforce Maps Territory Planning
Watch this video to learn how to create a data set in Salesforce Maps Territory Planning to plan efficient territories with a few clicks. Please…
Salesforce Admin Introduction - Salesforce Admin Tutorial
Salesforce Administrators work with stakeholders to define system requirements and customize the platform. To put it simply, they enable users to get the most out of…
Fireside Chat with Arundhati Bhattacharya, CEO Salesforce India
Meet the new Chairperson and CEO of Salesforce India Arundhati Bhattacharya. Tasked with further leading our growth and expansion throughout the country, Arundhati will be…
