You're reading from Hands-On Low-Code Application Development with Salesforce Build customized CRM applications that solve business challenges in just a few clicks

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781800209770

Length 608 pages

Edition 1st Edition

Tools

Salesforce

Concepts

Application Development

Author (1):

Enrico Murru

View More author details

Table of Contents (28) Chapters

Preface

1. Section 1: What Is Salesforce?

2. Chapter 1: A Brief Introduction to Salesforce FREE CHAPTER

3. Section 2: Data Modeling

4. Chapter 2: Building the Data Model

5. Chapter 3: Mastering Formulas

6. Chapter 4: Cleaning Data with Validation Rules

7. Chapter 5: Handling Dynamic Configuration

8. Chapter 6: Security First – The "Who Sees What" Paradigm

9. Section 3: Automation Tools

10. Chapter 7: Be a Workflow Champion

11. Chapter 8: Setting Up Approval Processes

12. Chapter 9: Process Builder – Workflow Evolution

13. Chapter 10: Designing Lightning Flows

14. Chapter 11: Interacting with Actions

15. Section 4: Composing the User Interface

16. Chapter 12: All about Layouts

17. Chapter 13: The Lightning App Builder

18. Chapter 14: Leveraging Customers and Partners Power with Communities

19. Section 5: Data Management

20. Chapter 15: Importing and Exporting Data Declaratively

21. Chapter 16: Learning about Data Reporting

22. Section 6: Ready to Release?

23. Chapter 17: The Sandbox Model

24. Chapter 18: Deploying Your Solution

25. Section 7: Before We Say Goodbye

26. Chapter 19: Salesforce Ohana – The Most Amazing Community Around

27. Other Books You May Enjoy

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Mobile smart actions

Mobile smart actions are a bundle of actions that are available on the Account, Lead, Case, and Opportunity pages, as well as on the Global publisher (which we saw in the previous section).

They basically group some of the most common standard Actions in Salesforce records, and are only available on the Salesforce app.

They appear as a single item in the Publisher layout named Mobile Smart Actions; have a look at Figure 11.11.

If you add this item to the object or Global publisher layout and access the record/Global Action menu on the Salesforce app, then you'll see different kinds of Action, and for each Action, you will only see the required fields. This means that their layout varies if the number of required fields for the given object changes.

As an example, if you enable Mobile Smart Actions on the Global publisher, you'll see the following Actions on the Salesforce app Global Action menu: