Actions enable users to do more in Salesforce, such as create or update records and log calls. In this chapter ...
If you’ve already created and used actions in your organization, you’re familiar with how they work in Salesforce Classic. If you’ve used our mobile apps, you’ve seen how they work in Salesforce1. In Lightning • Actions in Lightning
Experience
Experience, instead of showing up in one place—like the Chatter publisher or the Salesforce1 action bar—actions are split into different areas.
• How Actions Are Ordered in Lightning
Experience Next, we go over where you can find actions, which actions are and aren’t supported, and how the customizations you’ve made to actions on a page layout affect how they display in Lightning Experience.
Actions in Lightning Experience
EDITIONS
Available in: both Salesforce Classic and Lightning Experience
Quick actions available in:
Group, Professional,
Enterprise, Performance,
Unlimited, Contact Manager, Database.com, and Developer Editions Custom canvas actions available in: Professional
(with Force.com Canvas enabled), Enterprise,
Performance, Unlimited, and Developer Editions
In Lightning Experience, actions display on list view items and in several places on a record home page. Where they display on a record home page depends on the action’s type.
Actions on List View Items
Except for the Tasks object, only standard button actions are supported on list view items. Items in Tasks list views contain the full list of actions available for tasks.
Actions on Record Home Pages
Here’s a sample contact page in Lightning Experience.Note: The opportunity and leads workspaces have different structures, but actions appear in the same way on those pages.
Actions in Lightning Experience Actions and Lightning Experience
The page-level action menu (1) contains:
• Productivity actions
• Global and object-specific quick actions, except for those related to creating tasks, creating events, and logging calls
• Standard buttons
• Custom Visualforce quick actions
• Custom Visualforce buttons
• Canvas actions
The actions that appear in the page-level action menu display in the order that they are listed in the Salesforce1 and Lightning Experience Actions section of the page layout.
Note: Custom buttons that point to a URL or call JavaScript aren’t supported in Lightning Experience.
The Activity tab (2) contains Log A Call actions and Create a Record quick actions that point to the Event and Task objects. It also contains the Email standard button.
The Collaborate tab (3) contains standard Chatter actions. By default, only the Post and Poll actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Actions on Related Lists
Related lists (4) contain the standard buttons normally found on related lists. Usually, it’s simply the New button.
The first eight related lists show related list buttons, the first several records from the list, and a link to open the full list of records. For any additional related lists, only the list name appears in the card. Users can still work with these related lists—simply click the related list name to access the full list. Here, users can see records in the list and use related list buttons (such as New) or row-level record actions.
Example: Let’s say you have these actions on your Contact page layout in the Salesforce1 and Lightning Experience Actions section.
Actions in Lightning Experience Actions and Lightning Experience
You have quick actions (New Account, New Event, New Task), a productivity action (Call), standard buttons (Edit, Delete, Clone, Send an Email), and Chatter actions (Poll, Post). Here’s how those actions display on a contact record page in Lightning Experience.
• The actions in the page-level action menu are a combination of the quick actions, productivity actions, and standard buttons in the order that they’re listed on the page layout. Although they’re quick actions, New Event and New Task don’t show up here.
• The Chatter actions from the front of the action list are on the Collaborate tab.
• The Activities-related actions—Email, New Event, New Task— display on the Activity tab.
Actions in Lightning Experience Actions and Lightning Experience
How Actions Are Ordered in Lightning Experience
EDITIONS
Available in: both Salesforce Classic and Lightning Experience
Quick actions available in:
Group, Professional,
Enterprise, Performance,
Unlimited, Contact Manager, Database.com, and Developer Editions Custom canvas actions available in: Professional
(with Force.com Canvas enabled), Enterprise,
Performance, Unlimited, and Developer Editions
In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce1 and Lightning Experience Actions section of the page layout for that object. If you haven’t customized the Salesforce1 and Lightning Experience Actions section of the page layout, the quick actions on the page come from the global publisher layout.
The actions in each section of the record page respect the ordering of its types of actions on the page layout.
Note: Changes to the Salesforce1 and Lightning Experience Actions section of the page layout are reflected in both Salesforce1 and Lightning Experience.
How Actions Are Ordered in Lightning Experience Actions and Lightning Experience