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.