[Admin Beginner] Lightning Experience Customization - Empower Your Users with Quick Actions 퀴즈 정답

세일즈포스 Empower Your Users with Quick Actions
빠른 작업으로 사용자의 역량을 강화

 

Quick actions come in two different flavors.

1. Object-specific Actions (개체별 작업)

Object-specific actions have automatic relationships to other records and let users quickly create or update records, log calls, send emails, and more, in the context of a particular object. (자동 관계를 가지고 레코드를 빠르게 생성하고 업데이트함)
Object-specific actions live on the page layout for the object. ( 개체별 작업은 개체의 페이지 레이아웃에 있음)

 

There are several types of object-specific actions.

• "Create" actions create records that are automatically associated with related records.
• "Update a Record" actions make it easy for users to edit records. You can define the fields that are available for update.
• "Log a Call" actions let users enter notes about calls, meetings, or other interactions that are related to a specific record.
• 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. 
• "Send Email" actions, available only on cases, give users access to a simplified version of the Case Feed Email action in the Salesforce mobile app. You can use the case-specific Send Email action in Salesforce Classic, Lightning Experience, and the Salesforce mobile app.

2. Global Actions(전역 작업)

You create global actions in a different place in Setup than you create object-specific actions.
They’re called global actions because they can be put anywhere actions are supported.
Use global actions to let users log call details, create records, or send email, all without leaving the page they’re on.(페이지 떠나지 않고도 레코드 만들거나 이메일 보내기 가능)

 

Global actions live on a special layout of their own, known as the global publisher layout. (특수 레리이아웃에서 실행됨)  

Users can access the global actions menu by clicking

Add an Object-Specific Action to a Page Layout (페이지 레이아웃에 개체별 작업 추가)

1. Click Page Layouts.
2. Click Account Layout.
3. In the Salesforce Mobile and Lightning Experience Actions section, click 

   

    to override the defaults.
4. Select Mobile & Lightning Actions in the palette and then drag the New Energy Audit action to the Salesforce Mobile and Lightning Experience Actions section.

   

   You can adjust the order of the actions by dragging them around.
5. Click Save.

 

2.Create a Global Actione.

Creating a global action looks a lot like creating an object-specific action except you start on a different page in Setup.

셋업에서 하는 것 빼고는 비슷하다.

1. From Setup, click the Home tab.
2. Enter Global Actions in the Quick Find box and click Global Actions.
3. Click New Action.
4. Select Create a Record for the action type.
5. Select Campaign for the target object.
6. Enter New Campaign as the label for the action. 

   

7. Click Save.
8. On the action layout, remove the Parent Campaign field and add the Expected Revenue in Campaign and Campaign Owner fields.상위 캠페인 필드를 제거하고 캠페인 및 캠페인 소유자 필드에 예상 수익을 추가합니다.

   

9. Click Save.

 global actions live on a special layout of their own, known as the global publisher layout

1. From Setup, click the Home tab.
2. Enter Publisher in the Quick Find box and click Publisher Layouts.
3. Click Edit next to Global Layout.
4. If the Salesforce Mobile and Lightning Experience Actions section isn’t customized, click 

   

    to override it. 업 섹션이 사용자 정의되지 않은 경우 클릭하여 무시한다.
5. Click the Mobile & Lightning Actions category in the palette.
6. Drag New Campaign from the palette into the Salesforce Mobile and Lightning Experience Actions section
7. Save the layout.
8. Refresh the browser, then click 

   

    to check out the global actions menu.

   

   뉴 캠페인이 들어온것을 확인할 수 있따.

 

퀴즈

1Custom actions help your users by:

A.Allowing them to create custom records

B.Giving them more ways to open, view, edit, and delete custom records

C.Making work feel more like playing a video game

D.Making it fast and easy to interact with information in your organization

-> Custom actions은 조직의 정보와 빠르고 쉽게 상호작용

 

2The main difference between object-specific actions and global actions is:

A.Object-specific actions have automatic relationships to other records, and global actions don't.

B.Global actions perform actions outside of Salesforce, and object-specific actions only perform actions inside Salesforce.

C.Object-specific actions perform actions only on specific objects.(개체별 작업은 특정 개체에 작업 수행이 가능하다. 그렇다고 특정 개체만 수행 가능한 것은 아님)

D.You can use object-specific actions wherever actions are supported in Salesforce. (global actions) 

 

object-specific actions and global actions의 주요 차이점은

object-specific actions - 레코드와 자동관계있음 
- Object-specific actions have automatic relationshipsto other records and letusers quickly create or update records,
- "Create" actions create records that are automatically associated with related records.

 global actions - 자동관계 없음

 

3To see a custom, object-specific action on the palette of the page layout editor:

A.Click Layout Properties on the page layout editor.

B.Select Mobile & Lightning Actions in the list of element types.

C.First customize the action in the action layout editor.

D.Select Quick Actions in the list of element types.

Check the Quiz to Earn 100 Points