[SalesForce] Why does the Quick Action not show up in Lightning Experience
I have created a action to create a record on Opportunity object and added it to the page Layout as well but i am unable to see the quick action on the opportunity detail records
Can someone please advice if i am missing anything here
![QuickAction]
![Opportunity Record]
Best Answer
It could be many things. Below is a general troubleshooting list for a quick action (QA) that doesn't appear on record pages:
Does the user have access to the object the QA is creating?
If it's Log a Call - does the user have Access Activities permission?
If it's Send Email, does the user have Send Email permissions and is email deliverability turned "on" where you're testing?
Does the user have record type access to the record type defined in the QA?
If it's a VF, Aura, or LWC QA - does the user have apex access to the controller (if one is used).
If it's a flow QA - does the user have the Run Flows permission or Flow User checkbox on their User record? Is the Flow activated?
Is the page layout you added the QA defined in the page layout assignment for your profile for that record type of the record you're testing on?
Do you have a lightning page defined? Is it using dynamic actions? You'll have to add the QA to the dynamic actions on the lightning page itself.
Is the object you added the QA to a Case, Work Order, or User? This works differently in where the QA appears as noted in Actions in Lightning Experience. Depending on if feed tracking is enabled, you may see the QA in the chatter tab - utilizing dynamic actions will let you put the QA where you'd like (see this answer)
Below are more details on how to check each of the above
Setup --> Profiles --> UserProfile. Go to Standard Object Permissions or Custom Object Permissions to check it has create/update access.
Setup --> Profiles --> UserProfile. Under General User Permissions, there's the Access Activities permission that needs to be checked.
Setup --> Profiles --> UserProfile. Under General User Permissions, there's a Send Email permission. For Email Deliverability, go to Setup --> Deliverability and make sure Access Level is set to All Email
Setup --> Profiles --> UserProfile. Go to Record Type Settings, do you see the record type listed next to the object? If not, click edit and add it.
Setup --> Apex Classes --> YourApexClass. Click on Security and make sure the user's profile is added to the list.
Go to your profile and, under General User Permission, check if Run Flows is enabled. Otherwise, go to the user record itself and see if Flow User is checked.
Setup --> Object Manager --> YourObject --> Page Layouts. Click Page Layout Assignment and confirm the page layout you updated is assigned for the record type of the record you're on (not necessarily the one you may be creating in the QA).
Setup --> Object Manager --> YourObject --> Lightning Record Pages. You may need to look at View Page Assignments or what is the Org Default page, but once you figure out which page is displayed to your user, click into it and edit it. On your highlights panel, do you see an Add Action button or an Upgrade to Dynamic Actions. If you see an Add Action, you'll have to add your QA there.
It appears this is still not a standard function for salesforce, but I found this work around. You can drag and drop this lightning component to any lightning page your quick action is on and it will redirect to the newly created record. It uses the link from the default success toast message so be sure to leave the 'Success Message' field blank.
This is a platform limitation and articulated here. Quoting from the docs below
NOTE Actions on user profiles, cases, and work orders can appear in a different way than on other records.
Actions on the user profile page come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout. Only standard Chatter actions appear on the user profile page, regardless of which actions are assigned to the User Page Layout or the global publisher layout.
When feed tracking is enabled for cases or work orders, the page-level action menu on those records contains only custom buttons and supported standard buttons. Quick actions appear on the Chatter tab.
Best Answer
It could be many things. Below is a general troubleshooting list for a quick action (QA) that doesn't appear on record pages:
Log a Call
- does the user haveAccess Activities
permission?Send Email
, does the user haveSend Email
permissions and is email deliverability turned "on" where you're testing?Run Flows
permission orFlow User
checkbox on their User record? Is the Flow activated?Below are more details on how to check each of the above
Setup --> Profiles --> UserProfile
. Go toStandard Object Permissions
orCustom Object Permissions
to check it has create/update access.Setup --> Profiles --> UserProfile
. Under General User Permissions, there's theAccess Activities
permission that needs to be checked.Setup --> Profiles --> UserProfile
. Under General User Permissions, there's aSend Email
permission. For Email Deliverability, go toSetup --> Deliverability
and make sure Access Level is set toAll Email
Setup --> Profiles --> UserProfile
. Go toRecord Type Settings
, do you see the record type listed next to the object? If not, clickedit
and add it.Setup --> Apex Classes --> YourApexClass
. Click onSecurity
and make sure the user's profile is added to the list.Run Flows
is enabled. Otherwise, go to the user record itself and see ifFlow User
is checked.Setup --> Object Manager --> YourObject --> Page Layouts
. ClickPage Layout Assignment
and confirm the page layout you updated is assigned for the record type of the record you're on (not necessarily the one you may be creating in the QA).Setup --> Object Manager --> YourObject --> Lightning Record Pages
. You may need to look atView Page Assignments
or what is theOrg Default
page, but once you figure out which page is displayed to your user, click into it and edit it. On your highlights panel, do you see anAdd Action
button or anUpgrade to Dynamic Actions
. If you see anAdd Action
, you'll have to add your QA there.