Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

The Axsy Mobile App includes support for Salesforce's Quick Actions, making it is possible to access important information quickly and efficiently in the Axsy Mobile App. 

Figure 1 - Quick Action editor in the Salesforce Web UI

The Axsy Mobile App currently only supports object-specific Quick Actions of the following type:

  • Create a Record
  • Update a Record 
  • Flow

Created Quick Actions need to be added to the Salesforce Mobile and Lightning Experience Actions section of an object's page layout in order to be available in the Axsy Mobile App. Global Actions are not currently supported at this time. 

Please see this Salesforce page for more information on Salesforce's Quick Actions: Quick Actions