---
schema_version: "1"
id: f48dc095dbbb0cf16d4d7566e04ea40cec72b74cc16b26823729b8fcb9f1b77d
title: Set Predefined Field Values for Quick Action Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/predefined_field_values.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.predefined_field_values.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 95db72324cb454c2382a52a6dc95c7f94ebfa193427dd02459e00f58f28880b2
description: When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Set Predefined Field Values for Quick Action Fields

When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records.

### 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%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d87660e87">User
              Permissions Needed</th>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d87660e87 ">To set predefined field values:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d87660e87 ">Customize Applications</td>

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When you configure action layouts, it’s better to use fewer fields. Most users, especially mobile users, don’t like to fill in too many required fields. They want to get things done and move on to their next task. A good way to use fewer fields in action layouts is to set predefined values for as many fields as possible. The more fields you can set predefined values for, the more you can remove from the layout and make the action easier and quicker to use. Balance ease of use with the need for required information. However, don’t remove required fields from an action layout without setting a predefined value for those fields, or when a user applies that action. The record doesn’t save properly.

If you set predefined values for fields on object records created through an action, you don’t need to add those fields to the action layout. For example, when you configure an action that lets users create opportunities, set Prospecting as the predefined value for the Stage field. All new opportunities users create through that action are automatically assigned to the prospecting stage. You can remove the Stage field from the action’s layout, because the field is going to be assigned a value automatically.

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

Tip Predefined values for fields on actions are different from default values that you can set for fields on records. If a field is included in an action, it can have both a predefined value set for the action _and_ a default value set.

1. Click the name of an action in the Buttons, Links, and Actions list or the Global Actions list.
2. On the action detail page, click **New** in the Predefined Field Values list.
3. Select the field you want to predefine a value for.
4. Specify the value for the field.
    
    For single-select picklists, you can specify both a specific value and a formula value. If you set both, the formula value takes precedence over the specific value.
5. Click **Save**.

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

Tip On object-specific actions, the predefined value can include references to the source object and its related objects.

- **[Notes on Predefined Field Values for Quick Actions](https://help.salesforce.com/s/articleView?id=platform.predefined_field_values_notes.htm&release=264.0.0&type=5)**  
    Setting predefined field values for quick actions is especially important if you remove required or Always on Layout fields from the action layout.

#### See Also

- [Notes on Predefined Field Values for Quick Actions](https://help.salesforce.com/s/articleView?id=platform.predefined_field_values_notes.htm&release=264.0.0&type=5 "Setting predefined field values for quick actions is especially important if you remove required or Always on Layout fields from the action layout.")