Monday 26 June 2017

Create Global Action in Lightning Experience

Create New Lead action in Global Action list from following steps:-
  • Click Setup
  • Click User Interface
  • Click Global Actions
  • Select Global Actions 
Click on new Action. Enter label, Target object, success message. From Predefined Field Values enter predefined value.


Go to Publisher Layout. Click on Edit button. Drag global action in Salesforce1 and Lightning Experience Actions.


Global action is created.  From the Global Action tab we can view new Global action button.


Click on custom lead button. We can view predefined value "Working- Contacted" in Lead Status field.



No comments:

Post a Comment

Please add your comments here