Today’s lesson focuses on Global Actions. Check out the video or follow our step-by-step instructions below.
You can access Global Actions via the plus sign button in the top right hand corner of the Benelinx application. This button will give you quick links to actions you perform repeatedly and want to navigate to quickly.
Your Global Actions button comes with four standard Salesforce activities along with the six custom Benelinx actions you see below. The Global Actions button will remain fixed at the top of your screen regardless of where you are within the application.
You can find the Global Actions button in the same location across all of the applications you receive as part of your Benelinx license. You can customize your Global Actions button, adding and removing features that best fit your particular work style and needs.
Standard Salesforce Actions:
Custom Benelinx Actions: These are quick actions used to organize client inquiries about service needs related to each record type. With these actions, you can easily organize these inquiries into the Actions Object on your Navigation Bar.
The last 6 actions under the Global Actions button are the Benelinx Action Account Records. Each of the actions has the same avatar because they are all related to the Action Object in your Benelinx Application.
Each Activity is a different record type. This allows you to quickly record a client need or issue regardless of where you are in the application.
For example, you may be in the middle of creating a market proposal and a client calls about a billing issue. You can quickly and easily document the call and create a record for follow up using the New Billing button under Global Actions.
This Action creates a new, unique record under the Action Object. Now you can further manage the client service need with all the resources of a standard record.
And you’ll be able to access the Action record details.
Take some time to get familiar with the Activities and learn where they are located within the Benelinx application.
You will also use Global Actions to determine which quick actions will be available in your email integration with either Outlook or Gmail. We’ll explain this in a later lesson on Email Integrations. Here is a snapshot of a Gmail integration that shows you the Global Actions displayed.
Read this article for additional assistance with Global Actions.