Skill

Manage Actions in Salesforce Lightning

October 2019 with Jamie Grettum

Join Jamie Grettum as she covers the fundamentals of quick actions and shows you how to configure the most common ones in Salesforce Lightning.

Learn how to create a custom global action, how to use custom quick actions to update a record, how to add and remove buttons from the Page-level Action menu, and how to use object-specific actions to create new related records. Gain an understanding of object-level actions, the Global Actions menu, and the shortcuts that you can be add to the Activity timeline.

Recommended Experience

Completion of the Salesforce Lightning for Business Users course is recommended

Recommended Equipment

None

Related Certifications

None

Related Job Functions

If you possess a role in Sales or Marketing, this training will benefit you

Jamie Grettum has been a CBT Nuggets trainer since 2017 and possesses a wealth of Salesforce knowledge and experience she wants to share with others.

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Skill Outline

1. Adding and Removing Actions from the Global Actions Menu (7:19)
2. Configuring Page-Level Quick Actions (7:54)
3. Demystifying Object-Level Actions in Lightning (6:58)
4. Making the Case for Custom Actions on Objects (9:50)
5. Configuring Follow-Up Actions on the Activity Timeline (5:02)
6. Conclusion (0:04)

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