Object-specific actions let users quickly create or update records, create contact from account, create account from Opportunity, log calls, send emails, and more, in the context of a particular object.

Tutorial

Step 1 – Create an action

Go to Set up -> Object Manager -> Find Account Object -> Go to Buttons, Links, and Actions -> click New Action and create an Action -> Click Save. As shown in below screenshot.

 

Create an Object-Specific Action in Lightning

Drag and drop necessary field -> Click Save. As shown in the below screenshot.

Drag and Drop Object-Specific Action in Lightning

Step 2- Add an Action to Account Page Layout

After creating an action, you need to add to the page layout.

Go to Object Manager -> Find Account -> Page Layout -> Open Layout -> Drag and Drop New Contact -> Click Save. As shown in the screenshot below.

Add an action to Account Page Layout

Result

Finally, you can see the Action on Account page as shown below.

Object Specific Actions in Lightning


Note : Supported Objects

When you create an object-specific action, you can choose as a target object an event, a task, or any object that has a parent-child or lookup relationship to the host object. You can’t choose Quote as a target object from Opportunity. However, you can still create quotes from an opportunity by going to the opportunity’s Quotes related list and clicking New.

You can create object-specific actions on many objects, including: 

  • Account
  • Campaign
  • Case
  • Contact
  • ContentNote
  • Custom objects
  • Group
  • Lead
  • Opportunity

Sharing is caring!