Salesforce/Admin

[Admin Beginner] Salesforce Mobile App Customization - Create Object-Specific Quick Actions

송테이토 2023. 1. 1. 21:13

https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_objectspecific?trail_id=force_com_admin_beginner 

 

Salesforce 모바일 앱 사용자 정의

Salesforce 앱으로 모바일 익스피리언스를 사용자 정의하세요.

trailhead.salesforce.com

 

Create Object-Specific Quick Actions 개체별 빠른 작업 만들기

Object-Specific Actions in the Salesforce Mobile App

To kick off our discussion of object-specific actions, let’s talk about what makes them different than global actions.

  • Object-specific actions can update records.
  • Object-specific actions can create records that are automatically associated with related information.

 

 

내과제

Simplify your brokers’ account layout
Your brokers also need a customized page layout for their accounts. To do this, click on Mobile and Lightning Actions for the Account Layout page layout, override the predefined actions, and then customize them.
  • In the object manager for Accounts, edit the Account Layout page layout so that New Contact is the first item for Salesforce Mobile and Lightning Experience Actions

 

--

1. Object Manager -> Account -> Page Layouts

  • In the object manager for Accounts, edit the Account Layout page layout so that New Contact is the first item for Salesforce Mobile and Lightning Experience Actions->Salesforce Mobile and Lightning Experience Actions의  New Contact가 맨앞으로오게해달라