Manage Actions in Salesforce Lightning
October 2019 with Jamie Grettum
- 6 videos
- 40 mins
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.
- Completion of the Salesforce Lightning for Business Users course is recommended
- If you possess a role in Sales or Marketing, this training will benefit you