Provide Actions, Buttons, and Links

Buttons and links let users interact with Salesforce data and with external websites and services, such as search engines and online maps. Salesforce includes several standard buttons and links. You can also create custom ones. Actions let users do tasks, such as create records in the Chatter publisher and in the Salesforce app.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
User Permissions Needed
To create or edit buttons, links, and actions: Customize Application
  • Action Types
    There are several categories of actions, such as standard Chatter actions, default actions, mobile smart actions, custom actions, and productivity actions. The types of actions that you see depend on the age and configuration of your org.
  • Custom Buttons and Links
    Custom buttons and links help you integrate Salesforce data with external URLs, applications, your company’s intranet, or other internal office systems.