Object-specific create actions create records that are automatically associated with

related records. For example, you add an object-specific action on the Account
object that creates contacts. If a user creates a contact with that action on the detail
page for the Acme account, that new contact is associated with Acme.
Object-specific actions are only available on page layouts for that object. For
example, you can add the New Group Member action only to the group publisher
layout.
When a user creates a record by using an object-specific create action, a feed item
for that record appears:
In the feed for the record on which the new record was created
As the first entry in the feed for the new record
In the Chatter feed of the user who created the record
In the user profile feed for the user who created the record
In the Chatter feed of any users who follow the record on which the record was
created
In the Chatter feed of any users who, through custom triggers or auto-follow rules
for new records, automatically follow the new record
There are several types of object-specific quick actions.
Object-specific Create a Record actions create records that are associated with
related records.
Object-specific Log a Call actions let users enter notes about calls, meetings, or other
interactions that are related to a specific record.

Object-specific Update a Record actions make it easy for users to edit records. You
can define the fields that are available for update.
Object-specific custom actions invoke Lightning components, flows, Visualforce
pages, or canvas apps that let users interact with or create records that have a
relationship to an object record. The Visualforce page for an object-specific custom
action must include the standard controller for the relevant object. For example, use
the standard contact controller to create a custom action that lets users import a
contact’s Twitter profile and add that information to a contact record.
Object-specific Send Email actions, available only on cases, give users access to a
simplified version of the Case Feed Email action in the Salesforce mobile app. You
can use the case-specific Send Email action in Salesforce Classic, Lightning
Experience, and the Salesforce mobile app.
Supported Objects
When you create an object-specific action, you can choose as a target object an event,
a task, or any object that has a parent-child or lookup relationship to the host object.
You can’t choose Quote as a target object from Opportunity. However, you can still
create quotes from an opportunity by going to the opportunity’s Quotes related list
and clicking New.
You can create object-specific actions on many objects, including:
Account
Campaign
Case
Contact
ContentNote
Custom objects
Group
Lead
Opportunity
Create Object-Specific Quick Actions
Object-specific actions let users create records with automatic relationships to other
records, make updates to specific records, and interact with records in ways that you
define.

Types of Salesforce Quick Actions

Global Actions: are not related to a specific record and can be placed anywhere that
actions are supported.
Object-specific Actions: are related to a particular object, eg. when you create a
Contact via the Contacts related list on an Account record, the ‘Account Name’ field
is populated for you.
Where to Find Quick Actions in Salesforce
Actions on a Salesforce Record Page
You’ll find your standard and custom actions in Salesforce on:
The record highlights panel
Activity component
Chatter component

Actions on the Homepage Assistant

The Homepage Assistant is a productivity tool for your users to better manage their
daily workload. The Homepage Assistant displays up to 10 updates about Leads and
Opportunities.
Users can also create a new Task, create a new Event and send an email from the
component.
Actions on List Views
Actions can appear on list views (except the ‘Recently Viewed’ list view). If you
create a custom action, you’ll need to add the button to the object’s list view search
layout:

Actions on Salesforce Chatter

Actions on the Salesforce Mobile App

Actions can also be used on the Salesforce mobile app. Initial actions will be
displayed, with the option to view other actions by clicking ‘More’.
Global Publisher Layouts
So, we’ve seen where actions can be accessed and used, but what determines their
order? Global publisher layouts can be set up to determine the order actions appear
in certain interfaces, such as the Home tab, Chatter tab and mobile app.

Global publisher layouts only contain Global Actions! Actions for specific objects
are determined in their object page layout.
Salesforce Global Actions
Global Actions are not related to a specific record and can be placed anywhere that
actions are supported. Example Global Actions include:
Create
Question
Log a call
Send an email
Custom actions, which can invoke Flows, Visualforce pages and Lightning
components.
How to Create a Global Action
We are going to create a way for our internal employees to create Leads that come
from ‘Employee Referrals’. The action will show minimal fields and set some
default values, so creating a Lead only takes seconds!

HANDS ON
OBJECT SPECIFIC
1. Create an object-specific quick action to create a job application
from a candidate record page.

A. Select Setup | Object Manager tab | Candidate.

B. On the Left Navigation Bar, click Buttons, Links,
and Actions.
C. Click New Action.
i. Action Type: Create a Record
ii. Target Object: Job Application
iii. Label: New Job App (The Name field auto-populates.)
iv. Description: Action to create a Job Application from a
Candidate record.

D. Click Save.
2. Customize the action's page layout.
A. Add the Position field to the layout.
B. Click Save.
3. Set the predefined field value.
A. In the Predefined Field Values list, click New.
B. Select the Stage field from the Field Name picklist.
 C. Select New from the Specific Value picklist.
D. Click Save.
4. Add the action to the Candidate page layout.
A. While still viewing Candidate in Object Manager, Click Page Layouts on the Left
Navigation Bar.
B. Click Candidate Layout.
C. Under Salesforce Mobile and Lightning Experience Actions, click the override the
predefined actions link.
D. From the left side of the palette, click Mobile & Lightning Actions.
E. Drag the New Job App action to the Salesforce Mobile and Lightning Experience Actions
section of the page layout. Place it after Post and File.
F. Click Save.

5. Test the new action.

A. In the upper left corner, click the App Launcher icon

then click Recruiting.
B. Click the Candidates tab.
C. Click New.
i. First Name: Byron
ii. Last Name: Kettle
iii. Click Save.

D. Is the New Job App action listed on the newly

created candidate record?
__________________________

E. Click the New Job App action.

F. Select a position and click Save.
G. Click the Related tab.
H. Is the job application you created listed under Job
Applications?
GLOBAL ACTION
1. Create a global quick action to create a new candidate record.

A. Select Setup | User Interface | Global Actions |

Global Actions.
B. Click New Action.
i. Action Type: Create a Record
ii. Target Object: Candidate
iii. Label: New Candidate (The Name field auto-populates.)
iv. Description: Action to create a new candidate record.

C. Click Save.
D. Add these fields to the Action layout:
Left Column Right Column
• First Name • Last Name
• Phone • Email
• Education • Years of Experience
• Currently Employed? • Current Employer

E. Click Save.
2. Create a Human Resources specific global layout.
A. Select Setup | User Interface | Global Actions |
Publisher Layouts.
B. Click New.
i. Existing Publisher Layout: Global Layout
ii. Publisher Layout Name: HR Layout

C. Click Save.
3. Add the Candidate action to the HR global layout.
A. Under Salesforce Mobile and Lightning Experience
Actions, click the override the predefined actions link.
B. In the palette, select Mobile & Lightning Actions then drag the
New Candidate action from the palette to the
Salesforce Mobile and Lightning Experience
Actions section of the publisher layout. Place it
after Post and File.
C. Move some actions back to the palette so that the
remaining actions are listed as:
Post, File, New Candidate, New Task, New Contact, Link, Poll

D. Click Save.

4. Assign the HR global action page layout to the Custom-HR profile.

A. Click Publisher Layout Assignment.
B. Click Edit Assignment.
C. Select the Custom-HR profile.
D. Select HR Layout from the “Publisher Layout To Use”
picklist.
E. Click Save.
5. Test the new action.
A. Select Setup | Users | Users.
B. Click Login next to user to login as him.
C. In the upper right, click the Global Actions icon.
D. Is the New Candidate action listed?
________________________________
 E. Click New Candidate.
F. Enter this information:
i. First Name: Test
ii. Last Name: Candidate
iii. Phone: 555-555-1234
iv. Email: test@uctest.com
v. Education: BA/BS
vi. Years of Experience: 3
vii. Currently Employed: (selected)
viii. Current Employer: Test

G. Click Save.
H.If you are not in the Recruiting app, click the App Launcher
icon, then use the search box to find the Candidates tab.
I. Click the Candidates tab.
J. Verify that the new candidate exists.
K.Click Log out as user.