SF Mobile App

Question 1

what are quick actions?

Answer 1

They are shortcuts. They offer a fast way for mobile users to launch a specific workflow in the Salesforce mobile app, like creating records, logging calls, or sharing files.

Question 2

Quick action capability

Answer 2

You can create custom actions tailored to your own business processes and use cases.
Each action has its own unique page layout, so you can limit the fields to just the ones mobile users truly need.
You can prepopulate fields on the page layout to save mobile users some time.

Question 3

There are two types of actions:

Answer 3

global and object-specific.

Question 4

Object-specific actions

Answer 4

Object-specific actions let users create or update records in the context of a particular object.
In the Salesforce app, object-specific actions show up on record detail pages.

Question 5

Global actions

Answer 5

Global actions let users create records, but the new record has no relationship with other records. And they’re called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.

Question 6

global actions can’t update a record

Answer 6

Only object-specific actions can do that.

Question 7

Optimal number of fields in mobile app

Answer 7

When customizing action layouts for mobile users, less is more. A best practice is to include fewer than five fields, and definitely no more than eight.

Question 8

Set Predefined Values

Answer 8

A great way to speed up the process of data entry for your mobile users is to prepopulate values for certain fields on an action layout.

Question 9

predefined field values are tied to this specific action.

Answer 9

These rules only apply when a user initiates the New Prospect action in the Salesforce app, not when creating a contact from the full Salesforce site.