Apr 29, 2019 | 0 Comment | Posted by Shrey Sharma

Object Specific Actions Salesforce

Object Specific Actions Salesforce lets users quickly create or update records, log calls, send emails, and more in the context of a particular object.

There are 5 types of object-specific actions:

Create Records:

It creates records that are automatically associated with related records.

Update Actions:

It makes it easy to edit the records. We can define the fields that will be available for updates.

Log a Call:

It lets users enter notes about calls, meetings, or other interactions that are related to a specific record.

Custom Action:

These are VisualForce Pages or canvas app that let users interact with or create records that have a relationship to an object record. The Visualforce page for an object-specific custom action must include the standard controller for the relevant object.

Send email actions:

These are available only in cases. It gives users access to a simplified version of the case feed e-mail action on Salesforce1.

Note: Action Type cannot be edited once an action is created.

Here’s the link for the assignment: Assignment 2 – UI Customization

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