Quick actions and record type availability
Key Takeaway
Users who can't access an action's record type don't get the action at all, which explains many missing-action problems.
Quick actions are shortcuts that let users do tasks such as creating or updating records, logging calls, and sending email. You can assign a record type to a Create a Record action, and that choice controls who sees the action.
Object-specific actions and global actions
Quick actions come in two kinds. Object-specific actions work in the context of one object, so they can do more with records than global actions can. Global actions, on the other hand, can be put anywhere actions are supported.
| Object-specific actions | Global actions | |
|---|---|---|
| Updating records | Can update records | Can't update a record |
| Records they create | Automatically linked to the record the user started from | No relationship to other records |
| Where you add them | The object's page layout | The global publisher layout |
Actions that create records for the detail object in a master-detail relationship must be object-specific, not global.