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.

Get started

Quizzes & Practice Exams

Reinforce core concepts and new skills with built-in quiz questions, and exams.

Virtual Labs

Explore new technology and apply your expertise in customized virtual labs.

Accountability Coaching

Define your goals and stick to a training plan with help from our coaches.

Learn this skill and so much more!

Get started

Gain instant access to our entire IT training library, free for your first week. Train anytime on your desktop, tablet, or mobile devices.

Not sure where to start?
Call 541-284-5522 or try our .

What is it like to train with us?

Our learners say it best.

Helps me learn the skills I need when I need them

THOMAS S. | SYSTEMS ENGINEER & CONSULTANT

Read Reviews