---
schema_version: "1"
id: ab9f9fd9a9d5f58ff5e4cb8a3028215b7e1f449b820656cc3a4bee4584bb354b
title: Create Quick Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_create_quick_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_quick_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4a507c72af9253497296bcc2c817fc562b29234bdf261973ec83711df01149d7
description: Create quick actions to give your nonprofit users convenient access to important information.
products:
  - Nonprofit
release: "264"
---
# Create Quick Actions

Create quick actions to give your nonprofit users convenient access to important information.

- **[Create a Quick Action](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_quick_actions.htm&release=264.0.0&type=5)**  
    An object-specific Quick Action performs a specific action in Salesforce, such as creating or updating a record. Quick Actions can help streamline your users’ experience. For example, if you know a Funding Request needs to be created when a new Contact is added, you can add an action to the Contact record that allows your staff members to do exactly that without extra navigation.
- **[Add the Action to Page Layout](https://help.salesforce.com/s/articleView?id=sfdo.ofm_create_quick_actions.htm&release=264.0.0&type=5)**  
    Add the quick action to a Lightning page to make it available to your nonprofit users.

## Create a Quick Action

An object-specific Quick Action performs a specific action in Salesforce, such as creating or updating a record. Quick Actions can help streamline your users’ experience. For example, if you know a Funding Request needs to be created when a new Contact is added, you can add an action to the Contact record that allows your staff members to do exactly that without extra navigation.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Select the object to create an action for. For this example, click **Contact**.
4. Click **Buttons, Links, and Actions**.
5. Click **New Action**.
6. Select an Action Type. For example, **Create a Record**.
7. Select a Target Object this action will create. For example, **Funding Request**.
8. Optionally, select a Standard Label Type.
9. Enter a Label. This will appear in the form of a button on the object page. For example, enter New Funding Request.
10. Press tab to autofill Name.
11. Optionally, enter a Description.
12. Optionally, select Create Feed Item.
13. Optionally, enter a Success Message.
14. Click **Save**.

![Enter action information](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/create_action.png)

## Add the Action to Page Layout

Add the quick action to a Lightning page to make it available to your nonprofit users.

To see the new Quick Action, navigate to a Contact record and click the Action dropdown.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Select the object name you created an action for. For this example, click **Contact**.
4. Click **Page Layouts**.
5. Click the Page Layout Name to add the new quick action button to. For example, click **Contact Layout**.
6. Select **Mobile & Lightning Actions**.
7. In this example, click **override the predefined actions** to customize the Contact layout.
8. Drag the new quick action into the Salesforce Mobile and Lightning Experience Actions section.
    
    ![Add new action to page layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/add_action_1.png)
9. Click **Save**.

![Example of action on Contact record](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/add_action_2.png)