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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 ?
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2 Replies
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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.
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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!
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