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Miles 7 How can I add a global quick action to Opportunity list view?
I have created a simple global quick action for creating an Opportunity record. I would like to add it to the Opportunity list view so that users can use it in a similar way to the New button for creating opportunity.
In the List View layout (Opportunity) I can only select object-spefic quick actions, and it seems that global quick actions are not available.
Is this a limitation? Is there a simple workaround?
In the List View layout (Opportunity) I can only select object-spefic quick actions, and it seems that global quick actions are not available.
Is this a limitation? Is there a simple workaround?
https://help.salesforce.com/s/articleView?id=sf.mass_quick_actions_create.htm&type=5
https://www.codekiat.com/2019/03/list-view-actions-in-lightning-experience.html
However you cannot inovke lightning component.
Please mark as Best Answer if above information was helpful.
Thanks,
Mass quick action lets your users edit up to 200 records in a list view. You can perform mass quick actions on create and update quick actions on cases, leads, and custom objects in Lightning Experience. To set up mass quick actions, you customize the object’s search layout.
Go through this links for reference
https://salesforce.stackexchange.com/questions/224538/lightning-quick-action-in-the-list-view
https://salesforce.stackexchange.com/questions/314056/add-actions-to-list-view-on-standard-object
Please mark as Best Answer if above information was helpful.
Thanks
K.Siva Krishna