Global Actions

 

Global Actions are a collection of actions that users can perform from anywhere within the Salesforce platform. These actions are accessible via the Header menu in Salesforce and help streamline common actions in the platform.

 

Types of Global Actions

 

Create a Record

Allows users to create new records for standard or custom objects.

 

Log a Call

Allows users to log a call against a record in Salesforce.

 

Send Email

Allows users to generate an email and associate it against a record.

 

Custom Actions

These actions utilize Visual Force or Lightning Component to execute a process.

 

Common Use Cases of Global Actions

Use Case Roles Scenario Outcome
Create Repeatable Process Admins Template for frequent process
  • Build a single action and utilize on multiple objects
  • Reduce need for custom buttons on each object
Log Activities Quickly End User Call Logging
  • See the same “log call” or “send email” template on varying objects
  • Continuity reduces potential for missing data
  • Reps are familiar with requirements and gain efficiency with data entry
Log Activities Remotely End User Perform task from any page in Org
  • Instead of migrating to an Account to log a call, a user can perform action from home screen or anywhere in org
  • Reduce need to navigate/find records to perform daily tasks

 

 

Common Challenges

 

#1 – Users can not see the global action on the Page

 

Resolution

Verify that the page layout, record page and/or application the user is in, has the Global Action added to it after creation.

 

#2 – Users can’t see certain fields within the Global Action

 

Resolution

Check the users profile and permission set(s) to modify as needed to grant access to the field. If present already, navigate to the action and add the field to the layout.

 

 

What is the Benefit?

 

Global Actions drive efficiency by allowing users to perform core actions from any place in Salesforce.

If you need to Log a Call, but are in the middle of modifying another record, you can quickly utilize the global action to prevent having to navigate from the record you are on.

Global Actions can be customized to have different layouts and fields displayed as per the business requirements.

 

Who is Impacted?

 

Admins

Administrators are able to customize Global Actions to fit the needs of their end users.

 

End Users

Once created, End Users will utilize global actions to perform frequent tasks from anywhere in the platform.

 

Related Terms

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