Be careful about using record-based merge fields in your Global Actions, as they will behave differently across different objects. In addition to the Global Actions Menu, these Quick Actions can be placed on Record Pages, Related Lists, and List Views.

Click “Buttons, Links, and Actions,” and then click on “New Action.” In the Object Manager, start on the object where you want this action to be placed (in this case, Account). With a Quick Action, we can allow them to do all of that with a single click! Every time they make an Opportunity type labeled “Recruitment,” they also manually fill out the same Stage, select a Close Date 30 days from now, and pull several fields from the related Account record. Let’s say that your users are complaining about repetitive data-entry tasks. Object-Specific Actions are exactly what they sound like: Quick Actions that perform a specific function based on a specific object. There are two main types of Quick Actions: Object-Specific and Global.

Quick Actions can also be used to launch Flows, Lightning Components, and Visualforce Pages from conveniently-located buttons in Salesforce.

The real beauty of Quick Actions is their ability to predefine values on new records, saving your end users from repetitive data entry tasks. Generally, quick actions are used to make tasks (like creating records, logging calls, and sending emails) faster and easier for your end users. These nifty actions should be an admin’s best friend-they’re not hard to make, they’re simple for end users to use, and most importantly, they’re incredibly versatile. Quick Actions are a straightforward but underutilized tool in the Salesforce admin toolbox.

Add log a call in lightning app builder