How To: Create Quick Actions (Salesforce Admin Series)
ฝัง
- เผยแพร่เมื่อ 11 ก.ค. 2024
- Hey Salesforce Friends!
This video is part of the 'Salesforce Admin Series' that seeks to help you on your journey to getting your Salesforce Administrator Certification.
Throughout the series we follow the Trailhead 'Admin Beginner' Trail so check out this link to follow along with the 'Lightning Experience Customisation' section that we are in today, specifically, the 'Empower Your Users with Quick Actions' module: trailhead.salesforce.com/en/c...
Let's do it together and get those Trailhead points!
LINKS
Start up you're own Trailhead account: trailhead.salesforce.com/
FREE Salesforce Developer Org: developer.salesforce.com/signup
Timecodes
0:00 - Intro
0:25 - Overview of Salesforce Quick Actions
4:35 - How to Create a Salesforce Quick Action (Object Specific)
10:05 - How to Create a Salesforce Global Action
13:10 - Learn More/Outro
If you found this video useful please subscribe for more videos like this every week!
Also, let me know if you have any questions about Salesforce and/or there are any other videos you'd think would be good to make.
May the Salesforce be with you! x
Connect with me on LinkedIn: / adam-foyston-32148954 - แนวปฏิบัติและการใช้ชีวิต
Your videos are great. You include even the smallest of details that can be overlooked by newbies like me. Thank you
You're very welcome! Thanks for the feedback, Ross
Great video Adam, thanks for your effort to help us to learn. Appreciate it. Many thanks...
Such a really good video! Thank you. 🇧🇷
Muito obrigado! (I'm half Portuguese,...not that you can tell from my bad language skills!). Glad you like the content and hopefully will find it helps you in your Salesforce journey!
Great video! I was able to prepare for a Quick Actions presentations thanks to your video :)
You're welcome! Hope it went well! :)
Your videos are the best resource I've found!
Love this video, very helpful and thorough, top marks 👌
Thanks as always Dan!
Thank you so much very helpful
Glad it helped! Thanks for the feedback :)
thank you so much!
you are great. Thanks and loves from Azerbaijan
Wow! Azerbaijan! Thank you :)
Love your energy and personality. You make the tutorial fun!! Thank you, Adam
Thanks so much for the comments!
Thank you so much! I'm more of a visual learner and your videos are such a big help when going through the trailhead courses!
You are so welcome! Glad I've been of help.
this is good
THanks for the comment :)
Great video. Any tips on what to check if global actions are not showing at all?
Hey Adam, your videos are amazin and fun... I have question, I'm trying to create a button to clear fields based on a stage in Case object, do you have any recommendation???
Hello and thank you! So if you're trying to blank out fields based on a Status value, I'd recommend using a 'Record Triggered Flow' that can fire when the record is edited (updated) to match that stage name. The update can be to set the values to nothing. NOTE: be aware that if you have a required field you won't be able to nullify that. Hope this helps. If you need more help check out my Flow Basics video or let me know more details and I'll see if I can do a video on it :)
Hello Adam , your video are great . Also i want to ask if someone can get freelance Salesforce Work in Uk
Hi, yes freelance is similar to what I do, but usually called 'Contracting' where I get paid a day rate. Check out contract roles in Salesforce searches. :)
One the of things that is extremely confusing in Salesforce is the Security model. Can you do a video on that? Profiles, permissions sets, sharing model, OWD, Teams field security etc etc
Thanks for the suggestion. I'll look to add that to my list of video ideas. For sure it is confusing. My 2 sec overview is to think of it like a pyramid. The top bit is the OWD (Org-wide Defaults) that manage general access and visibility for all users in the org. Next level down is the Profiles, where you can manage more granular access at that level and assign groups of users to them. Usually profiles are for a large group of users, such as "Salespeople Profile", "Sales Manager Profile", "Director Profile", "CXO Profile", etc. Then you have the Permission Sets, which work just like Profiles, but you can assign to individual people that could be in different profiles (means you don't have to create another profile for a group of users that might need different access elsewhere) - example is a Permission Set to provide edit access to one object, that maybe a few users across the company can have. Finally there is FLS (Field-level Security) where you can go to a specific field, and set which profile (or permission set) can see it or access it for editing. Hope this helps.
@@AdamFoyston Hey Adam! It has been 4 months since I wrote that comment and I understand the access model A LOT better than I did when I wrote that comment. Awesome explanation as always. That concept is difficult to understand when you're beginning to learn SF but like with learning anything confusing, it takes time and a great teacher. You are the great teacher good sir!
@@AdamFoyston By the way regarding FLS, I didn't know that if a field is required, SF doesn't let you edit its FLS. The idea is since it's required, it won't allow you the chance to hide the field. The more you know right? haha
what is the difference between details page button on the account and quick action?
Hi Ruth - great question. To be honest I forget from memory, which tells you not much. More to do with where you can place it from memory. :)
trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8lGXSAZ
I have a requirement..in case obj 3 feilds condition met..theni want to click on button. Then create another object record
Hi there - i don't fully understand. But if you want to auto-create a record, on the basis of 3x fields meeting a set value, you can do that using FLows. Check out one of my videos on Flows to help get you started.