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Create actions have their own customizable layouts that are different from the New button and Quick Create on object tabs and the Create New action on the home page. These layouts honor field-level security, schema-level field requiredness and validation rules. You can also set predefined values for fields – even if the field isn’t on the layout.
Custom actions allow you to specify a Visualforce page for an action.
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John RichterSr. ManagerISV Success (Enablement)AppExchange Partner ProgramAnnouncements
• Access to & insight from our PM’s & Program Staff• Transparency with our product roadmap• Program announcements & Alerts!• Around once per monthISV Roadmap Webinar SeriesHear directly from our Product Managers and Program Managershttp://p.force.com/ROADMAPNext session is on June 7 at 9am PacificTopic: Summer ‘13 & Beyond
May 1 – Business App Bootcamp (London)May 2 – Customer Company Tour (London)May 3 – ISV Roadmap: Chatter Publishing ActionsMay 7 – APP Academy: Getting Started (Virtual Classroom)May 8 – Summer ‘13 Developer Preview WebinarJune 4 – APP Academy: Getting Started (Virtual Classroom)June 5 – Sponsor Success Webinar: Campaign PlanningJune 6 – APP Academy: Getting Started (San Francisco)June 7 – ISV Roadmap Webinar: Summer ’13 & BeyondJune 12– APP Academy: Sales (San Francisco)June 13– APP Academy: Marketing (San Francisco)To see more events, registration links, and replay webinars you may havemissed, go to:Partner Portal > CalendarCalendar of EventsCheck the Portal for Updates
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What are Publisher Actions?Publisher actions are theactions that appear atthe top of the feed.In addition to thestandard actions, youcan now create customactions on the Chattertab, home page, andrecord detail pages.Records created fromthe publisherautomatically show upin the feed.
“Create” Actions Let Users Create RecordsCreate actions havetheir own customizablelayoutsActions are per recordtypeFields can have “predefined values”setActions honor field-levelsecurity, schema-level fieldrequiredness and validation rulesAction definitions aredeveloper-controlled.Layouts and predefinedvalues are subscriber-controlled.
“Custom” Actions Provide Programmatic ControlCustom actions specifya Visualforce page (youcan even create aCanvas action)
Action Context•Global–No entity context–Can be added to global publisher layout (on Chatter and Home tabs)and record detail pages–Visualforce pages for global custom actions can’t use a standardcontroller•Entity–Chatter feed tracking must be enabled on the object–New records are created in the context of the parent entity–Only objects with a lookup/MD relationship to the parent can becreated–Can be added to record detail pages
APIs•SOAP API–describeQuickActions()–describeAvailableQuickActions()–performQuickActions()–describeLayout(): quickActionList, quickActionListItem•REST API–Basic URI: services/data/v28.0/quickactions/–Global and entity actions, layouts and values (both predefined andschema-level defaults)
Questions?1. Summer ‘13 Sandbox Preview, Release Notes, & other resources- Learn more at http://p.force.com/releases2. APP Academy: Getting Started (Virtual Classroom) on May 7APP Academy: Getting Started (San Francisco) on June 6APP Academy: Sales (San Francisco) on June 12APP Academy: Marketing (San Francisco) on June 13- Learn more at http://p.force.com/appacademy3. Today’s recording, slides, & FAQ (48 hours) - http://p.force.com/roadmap4. Next ISV Roadmap session: June 7 (Summer ‘13 & Beyond)- follow up email will contain registration details- OR, go to http://p.force.com/roadmap for the signup link@partnerforceFollow us on Twitter