Learn how quick actions are synced in Pulsar.
What are Quick Actions?
Quick actions help users navigate and use Salesforce efficiently by giving them fast access to selected fields. Users can focus on the task at hand and avoid wading through all of the fields contained in an object. Quick Actions can be global or object-specific. For more information about Quick Actions, refer to Salesforce Help - Quick Actions.
Quick actions must be enabled in Pulsar Settings to allow users to use them while offline. To enable Quick Actions in Pulsar, refer to Enable quick Actions.
How Does Pulsar Sync Quick Actions?
For processing efficiency, Pulsar syncs all Quick Actions during an initial sync. During a catch-up sync, Pulsar attempts to update only those Quick Actions flagged as modified since the last sync.
How Pulsar Handles Quick Action Deletions
Deleted Quick Actions may not initially disappear from Pulsar after a catch-up sync, because a deletion does not change the last modified date.
To make a deleted Quick Action disappear, do the following:
In Salesforce, in Setup, use the Object Manager to select the object containing your deleted Quick Action.
Select Buttons, Links, and Actions in the menu.
Navigate to any Quick Action in the list and click Edit from the menu.
Click Save.
In Pulsar, Refresh Settings and Sync Now.