User Interface17% of the exam
Custom buttons, links and quick actions
When to use a custom button, a custom link or a quick action: content sources that work in Lightning Experience and the mobile app, Visualforce and list button rules, object-specific versus global actions, where actions appear on a record page, and Dynamic Actions.
Demonstrate the capabilities and use cases for custom buttons, links, and actions.
~8 min read · 11 practice questions ·
What the exam expects
- Choose a button, link or quick action, and a content source that works in Lightning Experience and the Salesforce mobile app.
- Apply the Visualforce controller rules for detail and list buttons, and make multi-record selection work.
- Choose between object-specific and global quick actions and the right action type, including flow actions.
- Predict where an action appears on a Lightning record page, and when Dynamic Actions take over from the page layout.
- Use permissions, not hidden buttons, to stop users doing something.
Key terms: content source (what a button runs: URL, Visualforce or OnClick JavaScript); list button (a button on a related list); object-specific action (tied to one object's records); global action (placeable anywhere actions are supported); Dynamic Actions (actions assigned in the Lightning App Builder).
Key facts
JavaScript buttons and links
- Detail
- Not supported in Lightning Experience
Not in the mobile app
- Detail
- Custom links, list view buttons, OnClick JavaScript buttons
Visualforce list button
- Detail
- Needs a standard list controller of the same object
Update actions
- Detail
- Object-specific only
Global Send Email
- Detail
- Lightning Experience only; can't be used with cases
Flow actions
- Detail
- Active screen flows only; object-specific only
Global Actions menu
- Detail
- Excludes Post, File, Poll, Link, Question and Thanks
Dynamic Actions scope
- Detail
- That record page only; layout actions no longer shown
Sources for this section (6)
- Adjust Your Existing Customizationshelp.salesforce.com (opens in a new tab)
- Button and Link Considerationshelp.salesforce.com (opens in a new tab)
- Quick Actionshelp.salesforce.com (opens in a new tab)
- Run a Screen Flow From a Quick Actionhelp.salesforce.com (opens in a new tab)
- How Actions Are Orderedhelp.salesforce.com (opens in a new tab)
- Create Dynamic Actionshelp.salesforce.com (opens in a new tab)
- Why does a Visualforce page with a single-record standard controller not appear when you create a list button?
- When does a custom button on the page layout stop appearing on the record page automatically?
- Why can't agents use a global Send Email action on a case?
- Where does an object-specific Log a Call action appear when the activity timeline is used?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Platform App Builder pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 26 lessons of the Platform App Builder guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (11 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams