Bring Complex Logic to List Views with Quick Actions and Process Builder
Bring Complex Logic to List Views with Quick Actions and Process Builder
Enable your Salesforce users to perform complex business logic on records in bulk. A crafty pattern in the Lightning Experience can bring powerful custom List View actions to your org with just clicks while keeping it open to Apex code in the future. Learn how to navigate the Lightning UI to leverage Quick Actions, Custom Fields, and Process Builder to set up a robust and extensible system. Understand the governing limits and gotchas when implementing this pattern. Empower your sales reps that want to move fast with multiple records at a time.