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Create the Salesforce Action and Add It to an Object

This example adds the predefined Update a Record action to the Opportunities object.

Required Editions

Available in Salesforce Classic and Lightning Experience.
Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
User Permissions Needed
To view visualizations: Use CRM Analytics
To create actions: Customize Application
  1. In Setup, in the Quick Find box, enter the name of the object that you want to add actions to. For this example, enter Opportunities, then select Buttons, Links, and Actions.
  2. Click New Action to see which types of actions are available.
  3. From the Action Type dropdown list, select the action to add. In this case, select Update a Record.
  4. Enter a label and description for the action.
    The New Action dialog is where you add details about the custom action.
  5. Click Save.
    The next page shows the default fields that you can update. For the example, add the Probability (%) and Type fields.
  6. Drag Probability (%) and Type below the Stage field in the workspace. To select multiple fields, hold down Ctrl (for Windows) or Cmd (for macOS).
    The Action: Update Opportunity page shows all fields that that can and will be updated.
  7. Click Save.
    You added the Update Opportunity action to the Opportunities object. Next, you add it to a page layout to determine which users can see the action.