In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.
Where do actions come from in Salesforce lightning experience?
In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object. The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.
What actions are available on the page layout in lightning experience?
Other Global and object-specific actions on the page layout, including Visualforce and Force.com Canvas actions appear in the menu as well. In Lightning Experience, you get a default list of tabs on the left side of the page, unlike Salesforce Classic where tabs were located on top of the page.
Where do I find post and poll in lightning experience?
Post and Poll standard Chatter actions appear in the composer on the Chatter tab in Lightning Experience. However, standard actions like Thanks and Links are not available in the new interface.
What is the global actions menu in the Lightning Experience header?
The Global Actions menu () in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout, except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.
Where are quick actions in lightning Salesforce?
In Salesforce Classic, quick actions appear in the Chatter publisher when Chatter Settings are enabled. In Lightning Experience, they appear in different areas of the user interface, depending on the action's type.
How do I view actions in Salesforce?
The page-level action menu in the record's highlights panel (1) contains:The actions that appear in the page-level action menu are listed in the order that they appear in the Salesforce Mobile and Lightning Experience Actions section of the page layout.
What is the action of lightning?
Lightning is a naturally occurring electrostatic discharge during which two electrically charged regions, both in the atmosphere or with one on the ground, temporarily neutralize themselves, causing the instantaneous release of an average of one gigajoule of energy.
How do I create a Salesforce Mobile and lightning Experience actions?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
Where can you find the Actions panel?
To see the Actions Panel, navigate to the Window menu and choose Window > Actions. When the Photoshop Actions Panel opens, you will notice that Photoshop comes with a default set of Actions.
Where is the Actions button?
Click the Insert tab. Click the Shapes command in the Illustrations group. A drop-down menu will appear with the action buttons located at the very bottom.
What are the 4 types of lightning?
Types of LightningPositive Cloud-to-Ground Lightning (+CG) ... Cloud-to-Air (CA) Lightning. ... Ground-to-Cloud (GC) Lightning. ... Intracloud (IC) Lightning. ... Cloud-to-Cloud (CC) Lightning (or intercloud lightning)
What is lightning easy answer?
Lightning is the occurrence of a natural electrical discharge of very short duration and high voltage between a cloud and the ground or within a cloud. This violent and sudden electrostatic discharge generates a bright flash and thunder. Thunder is the noise that lightning makes when it flashes and heats up the air.
What happens during lightning?
Lightning happens when the negative charges (electrons) in the bottom of the cloud are attracted to the positive charges (protons) in the ground.
What is lightning action in Salesforce?
Lightning component actions are custom actions that invoke a Lightning component. They support Apex and JavaScript and provide a secure way to build client-side custom functionality. Lightning component actions are supported only in the Salesforce mobile app and Lightning Experience.
How do I create a lightning action in Salesforce?
In Setup, click Object Manager, click the object that you want to create the action for, and click Buttons, Links, and Actions.Click New Action.For Action Type, select Lightning Component.Select the component that you want the action to call.Enter a label for the action. ... If necessary, change the name of the action.More items...
How do I add an action in Salesforce?
Required Editions and User PermissionsIn Setup, in the Quick Find box, enter the name of the object that you want to add actions to. ... Click New Action to see which types of actions are available.From the Action Type dropdown list, select the action to add. ... Enter a label and description for the action.Click Save.More items...
Why can't user see action Salesforce?
This can occur when the global or quick Actions are creating a record with a record type to which the User does not have access. This can also occur for object-specific quick actions when the User does not have edit access to the relationship field that connects the two objects.
Where is action button in Salesforce?
From the Object Manager in Setup, click Account, then Buttons, Links, and Actions. Click New Action. For Action Type, select Create a Record.
How do I use actions in Salesforce?
Required Editions and User PermissionsIn Setup, in the Quick Find box, enter the name of the object that you want to add actions to. ... Click New Action to see which types of actions are available.From the Action Type dropdown list, select the action to add. ... Enter a label and description for the action.Click Save.More items...
How do I access quick actions?
Quick Actions are a set of buttons which let you quickly open things or switch settings on or off in Windows 10. You can see the Quick Action buttons at the bottom of Action Center, which appears when you swipe in from the right edge of the screen.
Sales Scenario
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Service Scenario
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Where is the gear icon on Lightning Experience?
Click on Gear icon located in the upper right-hand corner of the page after activating Lightning Experience. And then click Setup Home.
Where are the post and poll buttons in Lightning Experience?
Post and Poll standard Chatter actions appear in the composer on the Chatter tab in Lightning Experience. However, standard actions like Thanks and Links are not available in the new interface.
What is Salesforce Lightning Experience?
Salesforce Lightning Experience is not only going to change user experience ; its power-packed features will help companies to sell faster and make better decisions.
Where are Salesforce buttons and actions?
Salesforce Classic displays actions in the Chatter publisher while buttons are displayed on a record’s details page. On the contrary, actions and buttons are amalgamated in Lightning Experience located in different areas based on function.
Does Salesforce have global actions?
Users are familiar with global actions in Salesforce 1 and Salesforce Classic. However, global actions are not displayed automatically when Lightning Experience is enabled. They need to be configured.
Is Lightning Experience still developing?
Lightning experience is still developing and may take some time until its real potential is unfolded. It requires re-training of Salesforce users, and it is a considerable investment for businesses. Nonetheless, Lightning Experience holds a promising future and business owners must consider it to improve their sales.
Is Salesforce Lightning Experience a good platform?
Salesforce Lightning Experience is not only going to change user experience; its power-packed features will help companies to sell faster and make better decisions. Salesforce is really a highly customizable platform. You can easily extend Salesforce capabilities by employing the most suited Salesforce AppExchange apps.
How to add Lightning Actions to an object?
You can add Lightning component actions to an object’s page layout using the page layout editor. If you have Lightning component actions in your org, you can find them in the Mobile & Lightning Actions category in the page layout editor’s palette.
What is Lightning component action?
Lightning component actions are custom actions that invoke a Lightning component. They support Apex and JavaScript and provide a secure way to build client-side custom functionality. Lightning component actions are supported only in the Salesforce mobile app and Lightning Experience.