Apr 29, 2019 | 0 Comment | Posted by Shrey Sharma

Object-Specific Actions

Object Specific Actions let users quickly create or update records, log calls, send emails and more in the context of a particular object.

There are 5 types of object-specific actions:

  • Create Records: It create records that are automatically associated with related records.
  • Update Actions: It makes it easy to edit the records. We can define the fields that will be available for updates.
  • Log a Call: It lets users enter notes about calls, meetings or other interactions that are related to a specific record.
  • Custom Action: These are VisualForce Pages or canvas app that let users interact with or create records that have an relationship to an object record. The Visualforce page for an object specific custom action must include the standard controller for the relevant object.
  • Send email actions: These are available only on cases. It gives users access to a simplified version of the case feed e-mail action on Salesforce1.

Note: Action Type cannot be edited once an action is created.

Here’s the link for the assignment: Assignment 2 – UI Customization

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