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Custom Actions

See the following sections for instructions:

Create Custom Actions

Follow these steps to create your own actions using JavaScript.

  1. Click ActionGrid Setup.
  2. Select the object for which you want to create a custom action.
  3. Click the object Features tab.
  4. Click New Custom Action.
  5. Enter an Action Name.
  6. Enter Javascript code to perform the custom action. See Code Examples for Custom Actions. Here you will find batch-processing examples that are ready to use.

  7. Click OK. The custom action is now available in the Actions menu.

You can also create a button in the ActionGrid toolbar for your custom action. Follow these steps:

  1. In the JavaScript field of the Custom Action screen, look for the IsToolbarAvailable function.
  2. Change the return value to true.
  3. Click OK.
  4. Click ActionGrid Explorer.
  5. Click the  button to open the Configure menu on the right side of the ActionGrid.
  6. Click Toolbar.
  7. Enable the check box for your custom action. A button to invoke the custom action is now available in the toolbar.

Delete Custom Actions

ActionGrid custom actions are stored as Salesforce static resources. You can delete custom actions from the Salesforce Static Resources page. Follow these steps:

  1. In Salesforce, click Setup.
  2. Click Develop and click Static Resources.
  3. Click the Del hyperlink next to the resource name. For example:

Rename Custom Actions

To rename a custom action, follow these steps:

  1. Click ActionGrid Setup.
  2. Select the object associated with the custom action.
  3. Click the object Features tab.
  4. Click the Edit link next to the name of the custom action. For example:



    A custom action name has two components:

    Action Name: The name of the action as it appears under the Actions tab of ActionGrid Setup. The figure in Step 4 shows an example.

    Label: The name of the action as it appears in the Actions menu in the ActionGrid Explorer.
     
  5. To change the Label, find the getLabel line of code in the Custom Action screen. Then modify the text in the return statement. For example:


     
  6. To change the Action Name, enter the same name in the Action Name field and in the itemID line of code. The names must exactly match.


     
  7. Click OK to save your edits.

Video Presentation

The following video shows an example of batch emailing with an ActionGrid custom action and Pardot Engage.

 
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