Object-specific quick actions
Key Takeaway
An object-specific action is tied to one object, and the records it creates are automatically related to the current record. Users cannot see it until you add it to that object's page layout.
An object-specific action is a quick action tied to one object. It lets users do tasks such as creating related records or logging calls without leaving the record they are on. Admins build these actions in Object Manager, then add them to that object's page layout so users can see them.
What makes an action object-specific
An object-specific action works in the context of one object, so the records it creates are automatically related to the current record.
For example, imagine an action on Account that creates contacts. A contact created from the Acme account record is associated with Acme.
"Quick action" is just a category: it means an action is either object-specific or global. The two kinds differ in where you create them and where they can go.
| Object-specific actions | Global actions | |
|---|---|---|
| Where you create them | The object's own settings | The Global Actions page in Setup |
| Where they can go | Only page layouts for that object | Anywhere actions are supported |