Use this link to share with your colleagues:
Lightning Transition: Actions: https://help.pm.leapevent.tech/a/1770701
Actions are like the buttons you use in Classic, but more versatile and much easier to configure. Today, you'll:
- Configure Pledge and Grant actions
- Add and organize actions on various page layouts
- Enable global actions
This should take about an hour to complete. Let's get started!
1. Configure Pledge and Grant actions
If you use Pledges or Grants, you'll need to create some new actions:
- If you use Pledges, follow along with this article to add the "New Pledge" and "New Pledge Payment" actions
- If you use Grants, this article will run you through setting up the "New Grant" and "New Grant Payment" actions
2. Add and organize actions on page layouts
Now, we'll add and organize the actions you'll need in Lightning on the Account, Contact, Donation and Campaign page layouts.
1. Click on the gear and go to Setup
2. Go to the Object Manager tab and click on Account
3. Go to the Page Layouts tab in the left panel, and click on Household Layout
4. Select Mobile & Lightning Actions in the left panel of the editing palette
5. Let's add the New Donation action first; there are a few with the same name - hover over each to find the right one
The correct New Donation action is named "Account.PatronDonate__NewDonation".
6. Drag and drop the New Donation action into the Salesforce Mobile and Lightning Experience Actions section
If you're adding fields to the Salesforce Mobile and Lightning Experience Actions section for the first time, you won't see the actions at first.
Hover over the section and click the wrench icon that appears to make the actions visible.
While we're here, let's organize our Lightning actions on the page layout
7. Remove the following actions:
- Check for New Data
- View Account Hierarchy
- Submit for Approval
8. Now, add and organize the Lightning actions on the page layout in this order:
This list comprises standard, necessary actions for the Account. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
- Post
- File
- Link
- Poll
- Email (mobile only)
- Call
- Send Text
- Edit
- Delete
- New Donation
- New Pledge
- Email (There are a few Email actions - when you hover over each one in the editing palette, use the one that says "Name:SendEmail")
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
9. Click "Save"
10. Repeat steps 4-9 for the Individual and Organization layouts
You'll organize the Foundation layout similarly, though with a few key differences.
1. Click on the Foundation page layout
2. Add and organize actions in the Salesforce Mobile and Lightning Experience Actions section like so:
This list comprises standard, necessary actions for the Foundation page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
- Post
- File
- Link
- Poll
- Email (mobile only)
- Call
- Send Text
- Edit
- Delete
- New Grant
- Email (There are a few Email actions - when you hover over each one in the editing palette, use the one that says "Name:SendEmail")
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
3. Click "Save" when you're done
Next, we'll revamp Contact page layouts!
1. Click on the gear and go to Setup
2. Go to the Object Manager tab, then search for and click on Contact
3. Go to the Page Layouts tab in the left panel and click on Patron Contact Layout
4. Select Mobile & Lightning Actions in the left panel of the editing palette
5. Let's add the New Donation action; there a few to choose from, so hover over each to find the right one
The correct New Donation action is named "Contact.PatronDonate__NewDonation".
6. Drag and drop the New Donation action into the Salesforce Mobile and Lightning Experience Actions section
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
While we're here, let's organize our Lightning actions on the page layout.
7. Remove the following actions:
- Check for new data
- View Contact Hierarchy
- Submit for Approval
8. Now, add and organize the Lightning actions on the page layout in this order:
This list comprises standard, necessary actions for the Contact. If you have any custom actions you've created or installed as part of an app (i.e. Conga, WealthEngine, etc.), keep those on the page layout as well.
- Post
- File
- Link
- Poll
- Email (mobile only)
- Call
- Send Text
- Edit
- Delete
- Relationship Viewer (if you use Relationships)
- Disable Customer User (if you use Patron Portal)
- Enable Customer User (if you use Patron Portal)
- View Customer User (if you use Patron Portal)
- New Donation (There are a few Email actions - when you hover over each one in the editing palette, use the one that says "Contact.PatronDonate")
- New Group Sale (if applicable)
- New Pledge (if applicable)
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
9. When you're done, click "Save"
10. Repeat steps 3-9 for the Other Contact Layout
1. Click on the gear and go to Setup
2. Go to the Object Manager tab, then search for and click on Donations
3. Go to the Page Layouts tab and click on Donation Layout
4. Select Mobile & Lightning Actions in the left panel of the editing palette
5. Drag and and drop the following actions into the Salesforce Mobile and Lightning Experience Actions section
This list comprises standard, necessary actions for the Donation page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in this order:
- Post
- File
- Link
- Poll
- Edit
- Delete
- Refund Donation
- Process Credit Card Transaction
- Clone
- Qualify (for Donation, Membership, and PatronTicket Donation page layouts only)
- New Matching Gift (for the Donation page layout only)
- Email (There are a few Email actions - when you hover over each one in the editing palette, use the one that says "Name:SendEmail")
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
6. Click "Save"
7. Now, repeat steps 4-6 for the following page layouts:
- Major Gift Layout
- Matching Donation Layout
- Membership Layout
- PatronTicket Donation
8. When you're done with the above page layouts, add actions and edit the Payment Transactions related list on the following page layouts (if you have them):
This list comprises standard, necessary actions for the Soft Credit page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Clone
- Delete
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Don't forget to save your changes!
This list comprises standard, necessary actions for the Grant page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Delete
- New Grant Payment
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
Save those changes!
This list comprises standard, necessary actions for the Group Sale page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Delete
- New Group Sale Payment
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
Save, save, save!
This list comprises standard, necessary actions for the Pledge page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Delete
- New Pledge Payment
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
You know what to do! Save your changes.
This list comprises standard, necessary actions for the Grant Payment page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Clone
- Delete
- Refund Donation
- Process Credit Card Transaction
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
Save those changes!
This list comprises standard, necessary actions for the Group Sale Payment page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Clone
- Delete
- Refund Donation
- Process Credit Card Transaction
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
Save, save, save!
This list comprises standard, necessary actions for the Pledge Payment page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in the Salesforce Mobile and Lightning Experience Actions section in this order:
- Post
- File
- Link
- Poll
- Edit
- Clone
- Delete
- Refund Donation
- Process Credit Card Transaction
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
- Change Record Type
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
You know what to do! Save your changes.
1. Click on the gear and go to Setup
2. Go to the Object Manager tab - search for "campaign" in the search bar, and click on Campaign
3. Go to the Page Layouts tab in the left panel, and click on Campaign Layout
4. Select Mobile & Lightning Actions in the left panel of the editing palette
5. Drag and and drop the following actions into the Salesforce Mobile and Lightning Experience Actions section
This list comprises standard, necessary actions for the Campaign page layout. Keep any custom actions you've created, or installed as part of an app (i.e. Conga, WealthEngine, etc.), on the page layout as well.
Organize the actions in this order:
- Post
- File
- Link
- Poll
- Edit
- Clone
- Delete
- Send List Email
- Email ("Name:SendEmail")
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event (Name:NewEvent)
- Printable View
Does your Salesforce Mobile and Lightning Experience Actions section look different? Find out how to fix it here.
6. Click "Save"
That's a wrap for Object-specific actions. Now it's time to enable a few global actions.
3. Enable Global actions
Global actions are a great way to quickly take care of your daily tasks. Let's enable the following global actions in your account:
- Log a Call
- New Task
- New Event
1. Click on the gear and go to Setup
2. Search "global" in the quick find box, and click on Publisher Layouts
3. Click "Edit" next to Global Layout
4. Select the Mobile & Lightning Actions option on the left of the editing palette
5. Scroll down to the Salesforce Mobile and Lightning Experience Actions section of the publisher layout and add our recommended global actions
You'll notice there are multiple versions of each action. Hover over the action add the actions matching the names listed below:
- Email (Name:SendEmail)
- Log a Call (Name:LogACall)
- New Task (Name:NewTask)
- New Event: (Name:NewEvent)
You can ignore the rest!
6. Click "Save"
Now you can access the global actions you just added! Just click on the "+" icon in the upper right
If you don't see the global actions right away, refresh your browser page, and they'll magically appear.
You're done!
You can head back to the Lightning Transition Guide: Home article now.