How to add actions in Salesforce lightning experience?
Make sure the actions you want to add are included in the Global Publisher layout. View the page layout for the object you want to update. Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
Can you use url hacks in Salesforce Lightning?
The old URL Hacks only function in Salesforce Classic, and had to be replaced by Custom Actions when you transitioned to the Lightning Experience. The old URL Hacks also used the field Ids (yuck) rather than API names, which are much easier to read if you ever need to make a change to your existing button.
How to use lightning formatted rich text in Salesforce?
For example, if the input is “Go to salesforce.com”, lightning-formatted-rich-text creates a link so the output is “Go to salesforce.com “. Email addresses display using the mailto: protocol.
How to set pagereference attribute in Salesforce Lightning?
In your client-side controller, set the pageReference attribute for the Account home page.
You have to edit each page layout, choose to edit the Salesforce Mobile and Lightning Experience Actions section, and then add the actions. This should be turned on by default when Lightning is enabled as activities are the base functionality used to track interactions.
Where do I find activity actions in Salesforce?
Salesforce includes default activity actions for creating tasks and events, logging calls, and sending email. In Salesforce Classic, users access these actions from the Open Activities and Activity History related lists and in the Chatter publisher on records.
What are the default activity actions in lightning experience?
The default activity actions in Lightning Experience are a great starting point for your sales team. But you can crank productivity up to 11 by creating custom activity actions that tackle specific requirements or steps in your business processes.
Is there a Salesforce email integration with lightning?
Lightning for Outlook/Gmail is a great introduction to email and Salesforce integration. Inbox is a paid email integration tool from Salesforce and is a product that was actually a result of the RelatedIQ acquisition. Salesforce has had many integrations of the product, and it is now folded into the Lightning for Outlook/Gmail architecture.