Quick 7 & 14 Day Follow Up Reminders in Lightning

by ChadSmith | Feb 24, 2018 | Lightning, Salesforce Tips

In Salesforce classic I’d often use JavaScript buttons to quickly schedule 7 or 14 day follow up tasks to make the job of scheduling reminders easier.  However, with the advent of the Lightning Experience, we can no longer use JavaScript, so…  Here’s how we can use actions to replace our handy JavaScript buttons.

First, navigate to the Buttons, Links, and Actions for the object you want to create the buttons for.  For our demo here, I am going to use the Contact object.

Then click New Action and fill it out like so:

Next, we set the layout for the action, these are the fields that are going to show to the end user.  Since we want this to be very quick and easy I am going to take most of the fields off, you may want to experiment with what will work best for your users.  Since some required fields like Status will not be shown we’re going to get a warning message, however, we’ll set those automatically in the next step.

Next, enter the predefined values for Subject, Due Date, Status, Priority and Assigned To.

Finally, add our new actions to the Salesforce Mobile and Lightning Experience Action area of your page layout.

Finally, your end users will have quick ways to schedule those follow up calls from Lightning.