Plug In Custom Quick Actions

Alerts without actions ... isn't that just half a solution? If we're going to deliver actionable insights to our teams, then we should probably help them Act On It!

This guide explains how admins and developers can build custom actions that users can execute instantly from their alert and prompt messages.

Quick Actions let users rapidly complete tasks like:

Updating records.
Calling leads or contacts.
Opening reports, documents and external sites.
Creating follow up items.
Diarizing work.
Sending emails.

... and more!

All without leaving the message interface. Administrators can easily set up actions using pre-built templates for common scenarios, or integrate custom flow automations. Developers can create coded Apex actions, unlocking limitless possibilities.

Reduce clicks and accelerate response directly from alerts. Enable teams to work smarter by providing message-based shortcuts tailored to their unique processes.

Plug In Custom Quick Actions

Alerts without actions ... isn't that just half a solution? If we're going to deliver actionable insights to our teams, then we should probably help them Act On It!

This guide explains how admins and developers can build custom actions that users can execute instantly from their alert and prompt messages.

Quick Actions let users rapidly complete tasks like:

Updating records.
Calling leads or contacts.
Opening reports, documents and external sites.
Creating follow up items.
Diarizing work.
Sending emails.

... and more!

Reduce clicks and accelerate response directly from alerts. Enable teams to work smarter by providing message-based shortcuts tailored to their unique processes.