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Mobile smart action bundles

Key Takeaway

Mobile smart actions are a fixed bundle that appears only in the Salesforce mobile app. To get a customized set of actions, you replace the bundle with your own actions.

Mobile smart actions are a preconfigured bundle of quick actions that let Salesforce mobile app users create related records straight from the action bar. They give an app builder a low-effort way to set up mobile actions. In exchange for that speed, you give up control: you can't edit the bundle's actions or fields.

Where the bundle appears

In the page layout editor, the bundle is a single Mobile Smart Actions element. In the Salesforce mobile app, that one element expands into several separate create actions in the action bar and its action menu.

Mobile smart actions appear only to users in the Salesforce mobile app. They never appear in the full Salesforce site, no matter which page layouts you add them to.

Platform App Builder Study Guide

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Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.

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