---
schema_version: "1"
id: e4b718525b00d1fe8089c2e5c923bdcf5f9384f9a993cb64c462c3f9ffb1a36f
title: Create a Page-Based Quick Action (Beta)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/page_based_quick_action_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.page_based_quick_action_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7654f61f177a3cbb08125dce0a99556d7dd43ddb80ceddc77a97a732023c1fc
description: Page-based quick actions are object-specific and use a "Quick Action Page" type of Lightning page to define their layout. You configure the fields, sections, visibility rules, and layout that users see when they trigger the action in the Lightning App Builder.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Create a Page-Based Quick Action (Beta)

Page-based quick actions are object-specific and use a "Quick Action Page" type of Lightning page to define their layout. You configure the fields, sections, visibility rules, and layout that users see when they trigger the action in the Lightning App Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Contact Manager</strong>, <strong>Database.com</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d135757e88">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d135757e88 ">To create actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d135757e88 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png)

Note

Page-based quick actions and quick action pages is a pilot or beta service that is subject to the Beta Services Terms at [Agreements - Salesforce.com](https://www.salesforce.com/company/legal/agreements/) or a written Unified Pilot Agreement if executed by Customer, and applicable terms in the [Product Terms Directory](https://ptd.salesforce.com/). Use of this pilot or beta service is at the Customer's sole discretion.

1. Create or identify a quick action page to use for the action.
2. From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.
3. Click **New Action**.
4. For Action Type, select **Lightning Page**.
5. Select the action's behavior.
6. Select the quick action page to be associated with the action.
7. Enter a label for the action. Users see this label as the name of the action.
8. Type a description for the action.
    
    The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users.
9. Optionally, click **Change Icon** to select a different icon for the action.
    
    Custom images used for action icons must be less than 1 MB in size.
10. Save the action.
11. Add the page-based quick action to the Dynamic Highlights Panel or Dynamic Related List - Single components on a record page.

#### See Also

- [Create and Implement a Quick Action Page (Beta)](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_create_quick_action_page.htm&release=264.0.0&type=5 "A quick action page is a Lightning page that defines the UI for a page-based quick action. You can configure the fields, sections, visibility rules, and layout that users see when they trigger the action. You can build a quick action page one time in Lightning App Builder and associate it with multiple quick actions. When you update the quick action page, your changes apply to all actions that use it.")