Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Actions

Create quick actions, and add them to your Salesforce Classic home page, to the Chatter tab, to Chatter groups, and to record detail pages. Choose from standard quick actions, such as create and update actions, or create custom actions based on your company’s needs.
  • Create actions let users create records—like New Contact, New Opportunity, and New Lead.
  • Custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps with functionality that you define.Use a Visualforce page, Lightning component, or a canvas app to create global custom actions for tasks that don’t require users to use records that have a relationship to a specific object. Object-specific custom actions invoke Lightning components, flows, Visualforce pages, or canvas apps that let users interact with or create records that have a relationship to an object record.

For create, Log a Call, and custom actions, you can create either object-specific actions or global actions. Update actions must be object-specific.

For more information on actions, see the online help.