global-actions-and-quick-actions

global-actions-and-quick-actions is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 99 tokens per session (3,161 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce actions, which are buttons or menu commands that create or update records. It explains global actions, record-specific actions, layouts, preset field values, and where actions appear on desktop or mobile.

In plain words
What is it for?
Use it to configure, edit, pre-fill, place, or troubleshoot Salesforce quick actions and global actions.
Why use it?
It helps admins choose the right action type and make actions visible to the people and pages that need them.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to configure, edit, pre-fill, place, or troubleshoot Salesforce quick actions and global actions.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill global-actions-and-quick-actions
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for global-actions-and-quick-actions

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for global-actions-and-quick-actions

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/global-actions-and-quick-actions.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 99 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 3,161 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00099 $0.03161
Opus 5 $0.00049 $0.01580
Sonnet 5 $0.00020 $0.00632
Haiku 4.5 $0.00010 $0.00316

Measured 9d ago against content hash 196893c37dd4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

global-actions-and-quick-actions scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_global_actions_and_quick_actions.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/global-actions-and-quick-actions/SKILL.md · 249 lines

How it starts

The opening of the file, as written. The whole thing — 249 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Global Actions and Quick Actions

This skill activates when an admin needs to create, configure, or troubleshoot global or object-specific quick actions — including editing action layouts, setting predefined field values, and surfacing actions in Lightning Experience or the Salesforce mobile app.


Before Starting

Gather this context before working on quick actions:

  • Where should the action appear? Global actions appear in the global header and home page; object-specific actions appear on a specific object's record page. The object determines where Setup → Object Manager → Actions is found.
  • What should the action do? Choose the correct action type before creating (see Core Concepts below). The type cannot be changed after creation.
  • Who needs to see the action? Actions are added to page layouts. Multiple profiles using different page layouts may need separate layout updates.
  • Mobile or desktop or both? The "Salesforce Mobile and Lightning Experience Actions" section of a page layout controls both. If you want desktop-only, there is no built-in filter — the same actions list applies to both surfaces.

Core Concepts

Action Types

Salesforce provides six action types. Choosing the wrong one at creation forces deletion and recreation:

Action Type Creates a new record Updates current record Logs activity Launches UI
Create Yes No No No
Update No Yes No No
Log a Call No No Yes No
Custom (VF / LWC) Configurable Configurable No Yes
Flow Configurable Configurable No Yes
Send Email No No No Yes

Create actions are the most common. They create a child or related record (e.g., create a Contact from an Account). When object-specific, the parent record is automatically linked. When global, no parent context is available.

Update actions modify fields on the current record without opening the full edit page. Useful for quick status changes or stage updates.

Read the full file on GitHub · 249 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 249 lines · 99 tokens per session scan A 196893c37dd4

Subscribe to this mod's changes

global-actions-and-quick-actions is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 99 tokens to every session and 3,161 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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