Let’s we create a Global quick action. Users can create a global action from home page, chatter tab, object pages and custom lightning pages. Fox example, Create an Order action to global layouts to let users create an order right from a lightning home page.

Tutorial

From Setup -> Enter Actions in the Quick Find box, then select Global Actions -> Click New Action -> For Action Type, leave Create a Record selected -> For Target Object, select Order -> Enter Label as “New Order” -> On Success Message Enter “Order is successfully created “ -> Click Save . As shown in the screenshot below.

Create globla Actions in Lightning

Next step is add necessary field in Layout. Click on Layout -> Drag and drop add fields to layouts -> Click Save

Add globla Actions in Lightning Page Layout

Drag and Drop globla Actions in Lightning Page Layout

Result

Now you can able to see global action on chatter feed as shown below.

globla Actions in Lightning

Note : Supported Objects for Create Actions

You can create global actions to let users create many kinds of records, including:

  • Account
  • Asset
  • Badge
  • Campaign
  • Case
  • Contact
  • Contract
  • Custom objects
  • Event (without invitees)
  • Goal
  • Group
  • Knowledge object
  • Lead
  • Note
  • Opportunity
  • Orders
  • Person Account
  • Question
  • Reward
  • Task
  • Work Order

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