Salesforce offers two powerful types of actions — Quick Actions and Global Actions — to help users work faster and more efficiently. While they may sound similar, they serve different purposes and are used in different contexts.

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✅ What Are Quick Actions?

Quick Actions are record-specific and allow users to take action directly from a record page (e.g., Account, Contact, Opportunity).

🔹 Key Features:

• Tied to a specific object (e.g., “Log a Call” on an Opportunity).
• Available in page layouts for individual objects.
• Context-aware: pre-populates fields based on the record you’re viewing.
• Can be:
  • Create actions (e.g., create a Case from an Account).
  • Update actions (e.g., update Opportunity Stage).
  • Custom actions (custom Lightning Components or Visualforce pages).

🛠️ Use Case Example:

A sales rep wants to quickly update the stage of an Opportunity — they click a Quick Action on the Opportunity record page to do so.

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🌐 What Are Global Actions?

Global Actions are not tied to a specific object, making them accessible from anywhere in Salesforce — such as the Global Actions menu (the “+” icon in the header).

🔹 Key Features:

• Can be used on any page, including Home, Chatter, and Lightning App pages.
• Not tied to a specific record, so fields won’t be pre-filled with record data.
• Great for general actions like creating a new Task, Contact, or logging a call.

🛠️ Use Case Example:

A user wants to create a new Lead while browsing the dashboard — they use a Global Action to do it without navigating away.

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🔄 Summary Table

Feature	Quick Actions	Global Actions
Tied to Object	Yes (record-specific)	No (global context)
Context-Aware	Yes (fields pre-filled)	No
Where Used	Record pages (e.g., Account, Contact)	Global menu, Home, Chatter, Utility Bar
Common Use Cases	Update Stage, Log a Call on a record	Create Lead, Add Task from any page

📌 Best Practices

• Use Quick Actions when users need to interact with specific records.
• Use Global Actions for universal tasks that are not tied to a particular object.
• Customize

🙋 FAQs

Q: Can I convert a Quick Action into a Global Action?
A: No, but you can create a similar Global Action manually.

Q: Are actions available in the Salesforce mobile app?
A: Yes! Both Quick and Global Actions are accessible and customizable for mobile use.

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🧭 Where to Configure

• Quick Actions:
  Setup → Object Manager → Choose Object → Buttons, Links, and Actions
• Global Actions:
  Setup → Global Actions → Global Actions

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🔧 Need Help?

For further assistance, contact your Salesforce Admin or visit the Salesforce Help Center.