Customizing Actions in Lightning Experience

Managing how users interact with data is key to a smooth CRM experience, yet default page layouts often clutter the interface. This text-based course guides you through the fundamentals of Lightning Experience actions, helping you design clean, efficient user pathways. What you'll learn: - Understand the core terminology and foundational types of actions available in the interface - Configure standard, custom, and quick actions to streamline common data entry tasks - Control where actions display and how they are ordered on record pages and related lists - Apply modern Dynamic Actions to show or hide options dynamically based on record criteria - Design responsive action layouts optimized for both desktop and mobile users - Implement best practices for action placement to improve overall user adoption Starting with basic concepts and key definitions, you will progress through written explanations and practical scenarios that illustrate how to organize, filter, and customize actions effectively. This course is designed for beginners looking to customize user interfaces, with no prior platform administration experience required. Start reading today to optimize your user layouts and simplify daily workflows.