A #Data List is configured to show an Account’s open Opportunities as a related list. A Pipeline with multiple #Action Buttons is attached to the Data List so users can add new records or use selected rows as input to run configured processes.
Overview
General Use Case
Use a shared #Data List to present a focused set of records and add multiple actions so users can create new records or use selected rows as input to run tailored processes in one place.
Video Demo
Downloadable Executables
Account.OpenOpportunities.ActionButtonsAccount.OpenOpportunitiesWalkthrough
1
Attach Action Buttons to Data List
2
Action Buttons on Account Record Page
