Info Tabs

Info tabs is not an official name for anything in Salesforce. It’s what I fondly refer to them as though. How many of you have users that just want a few fields clustered together right there in their face without having to scroll to find it within the page? Yes, I know, it’s not that hard to find fields on the page. But in today’s day and age, users, agents, community members, admins, or just people, in general, need the information and they need the information now.

Introducing Salesforce Lightning Quick Actions. That is an official name but I know you like Info Tabs better. It’s just a simple update quick action, but you can use it to show fields on the current record, fields from a related record, and control visibility so not everyone has to see it.

Here’s an easy example. Contacts are related to accounts. You can use any lookup field on a record.

1. Navigate to the related object in Object Manager. In this case, it’s Account.
2. Create an action. The action should be “Update a Record”. Give it any name you want.

3. Edit the layout to include whatever fields you want.

4. Navigate to the Contact lightning page and add a related record component to the layout.

5. From there you can choose the Account lookup and the action you just made.

The two great parts of this are that the fields adhere to permissions. If a user shouldn’t see or update the field, they won’t see or be able to update the field. Secondly, you can set the action with the visibility settings. You can use basic or advanced logic to let a user see the action.

Here’s the end result. We’re on the contact record but viewing some information from the related account!

While basic, this action can be very handy, and you can use it in conjunction with all sorts of processes. One use case I use all the time is a custom button that I place above it to escalate cases. Once the button is pressed I use logic to show another update action that has the case details from the case I just created.

Enjoy!!