Skill

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.

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Jamie Grettum
Jamie Grettum
Trainer

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