HTML in Salesforce Quick Actions

HTML in Salesforce Quick Actions

Have you ever wondered how to add some basic HTML in Salesforce Quick Actions? Even add a link to that record? Well, look no further. Here’s my how-to-guide. The use case for the following came about when internal users needed to request record ownership via email.

Step 1

Go to Setup > Object where the Quick Action is required. Create New Action.

Once the email action has been created we need to create 2 predefined field values. Subject and HTML Body.

Create the email Quick Action
Set the Subject Heading
Predefine the Template

Use the follwing HTML

[php]"Hey there" & "" &

&quot;Please update the Lead Owner for &quot; & Lead.Company & &quot;<a id=&quot;&quot; href=&quot;;&quot; target=&quot;&quot;_blank&quot;&quot;> here</a>&quot;& &quot;&quot; &

&quot;Thanks&quot; & &quot;&quot;[/php]

And when saved will look like the below.

**For the URL just replace with your ORGs domain.

Great. We now have a predefined subject, and body for our email.

The next steps are to add the Quick Action to the Lead page layout.

Step 2

Find a record where you want to use the Quick Action to now see the wonderful build you have just carried out.

Let’s now use the action to request record ownership change by sending the email.

Once received in your inbox, the email will look like the below.

My example is a basic use case for using HTML in Salesforce Quick Actions that can be easily expanded out for your own requirements. Thank you for reading and hopefully, you found this useful in some way to help you achieve your goal.

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