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A 5-minute FAQ on Action Sheet
  • What is an ‘Action Sheet’?

An action sheet defines a collection of the following: schedule an Appointment,  create a Task, schedule a Call, add a Reminder, or Update Field Value.

You can define an action sheet, so that you can carry out a collection of such actions in one click.

  • How about a video walk through?

Demo time!

  • For which CRM objects can I use action sheet?

You can define and use action sheets for Organization, Contact, and Opportunity.

  • Where do I setup action sheets?

In Account -> Setup -> Organization / Contact -> Quick Action Templates -> Action Sheets

  • What is a ‘Quick Action Template’?

An action template defines how to create an appointment or task.  For example the date / time / title for the appointment to be created.

  • I have defined my action sheets. How do I use them?

Navigate to a detail page for a Contact / Organization / Opportunity, and under the [Action]  toolbar button, you can find all your action sheets under one dropdown:


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