Manage Actions in Salesforce Lightning

October 2019 with Jamie Grettum

  • Entry
  • 6 videos
  • 40 mins
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 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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Jamie Grettum
Jamie Grettum

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