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Global Actions and Lightning App Builder in Salesforce

Global Actions and Lightning App Builder in Salesforce

What You’ll Learn

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In Salesforce, global actions offer a powerful way to trigger common actions or processes without leaving the page you’re on. Think of them as versatile tools that provide efficient shortcuts for various tasks, regardless of the specific object or record you’re currently viewing.

With their versatility and ease of use, global actions can significantly boost your Salesforce user experience and optimize your team’s efficiency. You can add global quick actions to almost any page that supports actions.

It lets users log call details, create or update records, or send emails, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

What are Global Actions in Salesforce?

Global Actions in Salesforce can be added to any page that supports action. For example home page, chatter tab, and object pages. Global “create a record” actions enable users to create object records, but the new record has no relationship with other records.

Use global actions in Salesforce to let users record call details, create or update records, send an email, or create a task from the Salesforce Feeds page, Groups pages, and any other page driven by the global publisher layout. Global actions menu can be accessed by clicking on the Global Actions icon in the Setup.

Action Layouts

Action layouts are similar to page layouts. Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized.

When we create an action, Salesforce populates its layout with a default set of fields. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they’re taking the action.

The first time you view the layout for an action you’ve created, certain fields are pre-populated like the target object’s default fields, its standard required fields, and any custom universally required fields. Action layouts can be created for object-specific actions as well as for global actions.

Global Publisher Layouts

Global publisher layouts determine which global actions will appear in which Salesforce interface to which profile user(s). Without adding a global action to the global publisher layout, you cannot use them.

Points to Remember:

  1. Global publisher layouts can include global action only.
  2. Action Type cannot be edited once an action is created.

How to Create Global Quick Actions?

Here is how you can create global actions in Salesforce:

  1. From Setup, in the Quick Find box, enter Actions, and then select Global Actions.
  2. Click New Action.
  3. Select the type of action to create.
  4. Customize the action.
  5. If necessary, change the name of the action. If you selected a standard label type in the previous step, you must enter the name.
    1. Type a description for the action.
  6. Select to post a feed item in the record feed when the action is completed.
  7. For a Create a Record, Update a Record, or Log a Call action, you can add a custom success message. The success message displays after the action executes successfully.
  8. Optionally, to select a different icon for the action, click Change Icon.
  9. Custom images used for action icons must be less than 1 MB
  10. Save your changes.

What is Lightning App Builder in Salesforce?

The Lightning App Builder is a declarative tool that makes it easy to create custom pages for the Salesforce mobile app and Lightning Experience, giving your users what they need all in one place.

Setup > In the Quick Find box, Type Lightning App Builder or On the gear icon > Click on the Edit page

With the Lightning App Builder, you can build:

  1. Single-page apps that drill down into standard pages.
  2. Dashboard-style apps, such as apps to track top sales prospects or key leads for the quarter.
  3. “Point” apps to solve a particular task, such as an expense app for users to enter expenses and monitor expenses they’ve submitted.
  4. Custom record pages for your objects, tailored to the needs of your users.
  5. Custom Home pages containing the components and features that your users use most.

A Lightning page is a custom layout that lets you design pages for use in the Salesforce mobile app or Lightning Experience. The structure of a Lightning page adapts to the device it’s viewed on.

The template you choose when creating the page controls how it displays on a given device. The Lightning page’s template divides the page into regions.

lightning App builder in Salesforce

A Lightning component is a compact, configurable, and reusable element that you can add to a Lightning page in the Lightning App Builder.

Lightning pages support these components:

  1. Standard Components: Standard components are Lightning components built by Salesforce.
  2. Custom Components: Custom components are Lightning components that you or someone else have created. You can configure custom Lightning components to work in Lightning App Builder.
  3. Third-Party Components on AppExchange: AppExchange provides a marketplace for Lightning components. You can find packages containing components already configured and ready to use in the Lightning App Builder.

The Lightning App Builder User Interface

The Lightning App Builder’s user interface makes creating Lightning pages easy. Here’s a breakdown of the parts of the tool.

lightning app builder

1. Header 

When you’re working on a Lightning page, the header shows you its label and contains a Pages list where you can see the last 10 pages that you modified. You can also return to Setup without saving or to view more help for the Lightning App Builder.

If you’re editing an app, the header also shows the app name and contains an App Settings tab where you can configure the app’s options such as branding, navigation, and the utility bar. In an app context, the Pages list shows all active Lightning pages associated with the current app.

2. Toolbar 

Use the buttons in the toolbar to cut, copy, and paste page content; and to undo, redo, save, or activate your Lightning page. You can also view your page in different formats, refresh the canvas, or adjust the canvas size to fit your view.

3. Lightning Components Pane 

The components pane contains all standard and custom Lightning components(created by developers)that are supported for your Lightning page. Click and drag a component to add it to the page.

If you have a lot of custom components, enter text in the search field to easily find the one you need. You can access third-party custom components on the AppExchange using the button at the bottom of the pane.

4. Lightning Page Canvas 

The canvas area is where you build your page. Drag components to reorder them on the page.

5. Properties Pane

Depending on what you select on the page, the properties pane shows either the overall page properties or the properties of the component that you’ve selected. Click Page in the breadcrumb to access the page properties when viewing a component.

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Lightning Page Types In Salesforce

You can create different types of Lightning pages with the Lightning App Builder. We’re going to look at these three types.

1. App Page

You can add directly to the Salesforce mobile app and Lightning Experience navigation menus. Your users then have an app home page where they can quickly access the most important objects and items.

2. Home Page

Create Home pages with features relevant to specific types of users, and assign the customized pages to different apps or app-and-user-profile combinations. Custom Home pages are supported in Lightning Experience only.

3. Record Page

With a record page, you can create a customized version of an object’s record page, tailoring it to your users’ needs. Custom record pages are supported in Lightning Experience and the Salesforce mobile app.

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