95. How to use Quick Action?

Learning Objectives:- This unit describes:-

• About Quick Action.
• How to use it?

Introduction:

The lightning version does not support with custom button, So we need to implement our tool to generate a script of the lightning component to use with quick action instead of a button. We have a tool Skyvva Trigger which generates SKYVVA Trigger scripts where we have a trigger type "Quick action". Pre- Requisite:-

• Create Integration.
• Create an Outbound Interface.

Follow steps as shown below:

• Fill fields in the interface as shown below
• Enter Name
• Status: Deployed
• Operation Type: Upsert
• Type: Outbound
• Fill in Adapter
• Click save button

• Enter to Integration Tab
• Open SKYVVA Trigger Tab
• Fill in Trigger Type
• Integration Name
• Interface Name
• Select Object
• Trigger Mode
• Click on Generate Script

• Go to Set Up
• Developer Console
• Click on File
• Select New Lightning Component
• Fill in Name
• Tick on Lightning Quick Action
• Click on Submit

• Click on Component
• Copy script form Script Generation Component and paste in Component

• Click on Controller
• Copy the script from Script Generate JS Controller and paste in Controller

• Navigate to Set up
• Object Manager
• Account
• Buttons, Links and Actions
• New Action
• Fill in Required fields
• Save

• Enter to Page Layouts
• Account Layout
• Mobile& Lightning Actions
• Drag into Salesforce Mobile and Lightning Experience Actions

• Enter to Account
• It will show the Button we’ve created
• Click on that Button

• Go to Message Board
• Click Search will show the records that we callout