Quick summary
A Salesforce Quick Action lets users perform common tasks directly from a record without navigating away, boosting CRM productivity. This guide shows how to create a Quick Action via Advanced Setup by selecting an object, defining the action type, and saving it.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- Click Open Manager at the top of the Setup page.
- Select the object where you want the Quick Action to appear.
- Choose Buttons, Links and Actions from the object settings menu.
- Click New Action at the top right of the page.
- Choose your Action Type from the available options.
- Fill in the other required details for the action.
- Once done, click Save to create the Quick Action.
