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In Computers and Technology / High School | 2025-07-08

Northern Trail Outfitters has a custom quick action on Account that creates a new Case.

How should an administrator make the quick action available on the Salesforce mobile app?

A. Modify compact Case page layout to include the action.
B. Add the Salesforce Mobile and Lightning Experience action to the page layout.
C. Create a custom Lightning App with the action.
D. Include the action in the Salesforce Mobile Navigation menu.

Asked by Angellbatton3807

Answer (2)

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Answered by Anonymous | 2025-07-12

To make a custom quick action available on the Salesforce mobile app, the administrator should add the Salesforce Mobile and Lightning Experience action to the page layout.
Here's why:

Understanding Quick Actions : Quick actions are used to create records, log calls, send emails, etc., directly from an object’s page without having to leave the context of the record. In this case, the quick action is used to create a new Case from an Account.

Salesforce Mobile App Integration : Salesforce mobile applications use specific page layouts and actions to ensure users can access the same functionalities on mobile devices as they do on the desktop. This integration allows for a seamless experience across devices.

Steps for Adding Quick Actions :

Go to the Object Manager in Salesforce and select 'Account'.
Navigate to 'Page Layouts' and select the page layout where you want to add the quick action.
Look for 'Salesforce Mobile and Lightning Experience Actions' in the Layout Editor.
Drag the desired quick action from the palette to the 'Salesforce Mobile and Lightning Experience Actions' section of the page layout.
Save the changes to update the layout.



By completing these steps, the quick action will be visible and usable in both the Salesforce mobile app and Lightning Experience, ensuring that users have full functionality regardless of their device.

Answered by LucasMatthewHarris | 2025-07-21