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Questions tagged [global-actions]

The tag has no usage guidance.

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14 views

Salesforce Inbox 'Create' vs Lightning Experience 'Global Action' menu

What I want to do is use Global Actions already in Lightning Experience in the 'Create records' menu in Inbox. It seems after messing about with this for a while that the Create Records in Inbox ...
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0answers
18 views

Change Confirm button label on Record Form

I have a global action (create record) in my Community which loads a "Create Record Form". The submission is labelled "Confirm", is there a way to rename this label? There is no option in the Create ...
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1answer
20 views

Can´t add action to Salesforce Mobile and Lightning Experience Actions

I'm new as salesforce developer and maybe this question is very easy but I can't find any way to solve. I want to create a new action for my mobile users for adding some information easily. I've ...
0
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1answer
63 views

Repeat checkbox not working on Global Actions quick action layout for event

When on the calendar tab or event object directly checking the repeat checkbox expands another menu allowing the user to choose the repeat interval. However, when creating an event from an associated ...
0
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1answer
34 views

Cannot Find Global Action

There is a global action called New Case on my Account record/ page layouts. When I test that action, it allows me select a record type. Our users have asked that button be customized to pre-populate ...
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0answers
31 views

Can't set global action for visualforce page in community builder

I created a global action to open a visualforce page, however this global action is not showing on the global action list in community builder.
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0answers
37 views

How can I create Product Request via FSL Mobile Version?

Greetings I've been having the following problem in the Field Service Lightning Mobile App. As a dispatcher I want my crew to be able to Request the products that they will be using during their work ...
2
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2answers
1k views

How to add fields to “New Event” under “Activity” tab in Lightning?

I am trying to add custom fields to the "New Event" layout under "Activities" on Opportunity: However, it appears this component is a static, non-customizable component because when I click on it in ...
3
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1answer
104 views

How to invoke a SendEmail Global action from a custom button on Account Page

Im trying invoke a SendEmail global action from a custom button inside Account page. I need that this button have the same behavior that hitting on Gear icon. Apparenly the code below just opens the ...
0
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1answer
77 views

How do I replace a Classic custom javascript button with something that works in Classic and Lightning?

I have the following custom button on my Classic Order object page layout, which is an 'Execute Javascript' one and the OnClick Javascript is as follows: {!REQUIRESCRIPT("/soap/ajax/25.0/connection....
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vote
1answer
73 views

Email form in Activity Composer does not render

I am having issues with Salesforce not rendering the form fields to send an email from both the activity composer as well as the global action. I am system admin profile so I have the send email ...
1
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1answer
264 views

Cannot see tasks and events in Lightning, how to enable

Using platform license, within enterprise edition: Profile has Task Fields available to them, Layouts have Task related lists. Activities Lightning panel is on the page. Profile has correct page ...
0
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1answer
38 views

Mirroring Log a Call From Classic UI to Lightning

Someone recently brought a request to my attention, to help with transitioning from classic to lightning. They're wondering if we're able to mirror the formatting/layout/fields available when using ...
0
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1answer
54 views

Salesforce global popup based on user

I know this is a loaded question but i'm curious if anyone can point me in the right direction. The ultimate goal is to try and create a task for inbound/outbound calls, and if salesforce is open, pop ...
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0answers
21 views

Use API to create a task for incoming call and then pop up a form on the users page to fill out details

I know this may be a bit involved to get too deep into but being new to salesforce i'm wondering what kind of high level options i have for accomplishing what i am trying to. Basically we would like ...
3
votes
1answer
310 views

How to get missing Buttons “Reply”, “Reply All”, “Forward” on Emails at the Activity Tab in Lightning Experience?

I'm working on hundreds of different orgs. Some of them have those buttons, other not. How can I get them on all orgs? (In the screenshots see right side in the bottom of each email.) BAD ORGS GOOD ...
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0answers
71 views

Invoke Global Action in Visualforce Page (Lightning)

I have a Visualforce Page displayed on a tab in Lightning. Is there a way to invoke a Global Action from within the Visualforce Page? I have not looked too much yet, but I think there's a way to ...
0
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1answer
48 views

Salesforce Flow - Global Actions and File Uploads

I've created a Flow in Salesforce. The goal is to use an existing global action to create a case then allow the user to add an attachment to the case. Here's a picture of what I've got: The issue I'm ...
0
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2answers
908 views

Lightning Global Action Open New Tab URL no modal

I'm trying to create a global action that when clicked opens a new tab for google.com. The only way I have figured out how to do this is by when clicking on the global action drop down and selecting ...
2
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1answer
4k views

Global actions not visible on page layout

I am configuring Lightning for Gmail in sandbox. I have created Email application publisher layout and have added the actions as show below But in the Gmail I only see "New Contract" button. Where ...
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0answers
173 views

what action are available in list-views

In the Lightning Experience customer default list view, there are two Actions available: Edit and Delete Is it possible to add other actions such as Clone?
0
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1answer
75 views

Is that possible to retrieve a content source for platform or quick actions?

Assuming I have custom Test_Object__c, two custom actions on it, one - Visualforce action with page definition like following <apex:page standardController="Test_Object__c"> <h1>This ...
-1
votes
1answer
167 views

Get Lightning Platform Actions by Apex code

Is this possible to retrieve list and metadata of Lightning Platform Actions by Apex code? I know that this is possible to get using Metadata API but I am looking for a native Apex way to do this.
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1answer
476 views

Global actions doesn't appear on the Page layout

I have a Task Global Action, Which I have placed it on all the contact page layouts. However the Global Action is missing from the layout. What am I missing?
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1answer
706 views

“New Email” button does not display in Lightning

Even though "New Email" button has been added to the Lightning button bar on the Account page layout, the Button does not show up in Salesfoce Lightning page layout for the Account page layout. Is ...
3
votes
1answer
2k views

How can we launch Lightning Global Action using a custom link or button in a Lightning Component?

Basically, I've a requirement to execute Global/Quick Actions in Lightning Experience via a Custom Lightning Component that I have developed. In that component, I would like to button a custom Button ...
4
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1answer
709 views

Using Global Actions to Create a child record - MD relationship

Is it possible to use Global Actions in Salesforce to create a Child Record in a Master-Detail Relationship? I only see the master in the list of Target Objects.
2
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0answers
316 views

Global Action Icon not showing in popover panel header

I've a Global Lightning Component Action and put into Global Publisher Layout. It opens in panel like standard quick actions such as New Task or Log a Call do, but the custom Global Action does not ...
1
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1answer
240 views

global Actions - recurring tasks

Is it possible to use Global Actions to create a recurring task? Scenario: want user to click on button in chatter feed on a record, want the user to have option to select "create recurring task" ...
9
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2answers
11k views

How to close a Global Quick Action Lightning Component popup?

I'm trying to build a Lightning Component Quick Action for Record Quick Action as well as Global Quick Action. The component opens in a Modal popup in center of screen when in Record View and it ...
2
votes
1answer
907 views

Global Actions Missing - Lightning

For some reason Global Actions aren't appearing on the drop down menu for my lightning console. Completely blank. I'm an admin of SFDC, so permissions to creating records is no issue. I've checked ...
1
vote
1answer
383 views

New Note global action not coming in Lightning

I have moved the new note action in publisher layout but new note isn't coming. Other global actions are coming. Is there any other setting too ?
3
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1answer
3k views

Error: No Lightning Component Quick Actions are available for your organization

I was trying to create a new Action button for salesforce1, then I noticed something new, Lightning Action Types. "Wow" . Looks like it is not functional yet. just wondering if this is expected ...
4
votes
1answer
745 views

Lightning : How to add a button that executes a method at server side?

I am consuming a web service that gets me leads from another plateform. All this is done in a method in the apex class. In Salesforce Classic, I am able to create a custom button where I can call ...
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2answers
1k views

Custom “Global Actions” are not appearing in salesforce lightning

I have created some custom "Global actions" in Salesforce Ligtning, plus drag drop these actions in my new Publisher layout and assigned this layout to the Admin & User profile. But when I see ...
0
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1answer
261 views

Chatter action not refreshing feed?

I have created a global action that is a visualforce page. I add this to the Global Publisher Layout. Then in chatter I enter some info into the page I built, I format it in my controller and post it ...
3
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1answer
362 views

Global Actions Issue

We are using Lightning in my Salesforce instance, and I am trying to add "New Account" and "New Contact" to my overall Global Actions (+) option. They are not showing there, even though I have ...
0
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2answers
2k views

Visualforce Page Not Showing on Global Action Vf Page List

I created a visualforce page: But it does not show up on the list when I try and attach it to a global action: I'm not sure why, seems simple enough and does appear in another dev environment I am ...
1
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1answer
355 views

Custom Action to Update a record

This may sound trivial but I can't find the Action type to update a record. The help text for this dropdown says: A Create action lets users create records in the publisher, Update a Record ...
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0answers
394 views

Global Action not showing new event on contact in salesforce Lightning?

I want to create new event in lightning experience, but my contact detail page in noty showing up the new Event option in Global Action. How can i get it ? Do i need to change any setting?
1
vote
1answer
285 views

Salesforce1 Lightning Page Standard Global Quick Actions

I created a custom Lightning Page for Salesforce1 using the Lightning App Builder. I want to add the standard quick actions in the Action Bar menu like Chatter Post or Chatter Pole actions. But I can ...
2
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0answers
307 views

Spring 16 - Does custom Visualforce Global Actions not show up in Lightning Experience?

I am trying out a custom Global Action for Lightning Experience. I re-read the Release Notes for Spring '16 twice and I think they fixed it to preset 4 actions only (Note/Task/Event/Call) - http://...
1
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1answer
765 views

How to add Custom buttons to list view layout in salesforce1?

Using global actions I have been able to add custom buttons to record level layout, but I didn't get how to add a custom button to list view layouts in saleforce1. Thanks in advance.
2
votes
2answers
2k views

Standard Quick Actions doesn't show on Case object

Im confused - it seems like I can't have standard quick actions on case. Like Change Status and especially important is Email quick actions to be shown on case object in feed view. Based on the below ...
4
votes
2answers
4k views

How to Link to a Record View?

Is there a way I can make an Opportunity hyperlink? In the code below, I want the user be able to click and view their own Opportunity records. Extension public with sharing class OppExt { ...
1
vote
2answers
4k views

Attachment download link

I am displaying attachments to the screen using an iFrame <apex:iframe src="{!URLFOR($Action.Attachment.Download, att)}" html-class="abCSS" height="400px" width="400px"/> Some of the ...
2
votes
1answer
776 views

Public remoted methods not allowed in global components

I am getting this error in my building of exchange code: FTR.JobsHelper: line 217, column 46: Public remoted methods not allowed in global components Here is my scenario. I am getting quite confused ...
0
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1answer
548 views

Quick actions & Salesforce1 Actions missing from Global Publisher Layout pallet.

When I navigate to: Create | Global Actions | Publisher Layouts, there should be 2 categories in the pallet: Quick Actions and Salesforce1 Actions. However, I only have 'Actions'. I have created a new ...
0
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1answer
37 views

Allow actions on custom object by profile

I defined a new cutstom object in Salesforce named: file_Uploaded__c with many fields like File_Name, file_Size , ... but i don't know how to restrict actions like delete or edit based on the User ...
1
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1answer
46 views

$Action.MyObject__c.Share is not valid for this Organization

On a VisualForce Page, I have a merge field: {!URLFOR($Action.MyObject__c.Share, MyObject__c.Id)} When I try to save it to server, I am getting the error: Action $Action.MyObject__c.Share is not ...