Request Actions
The Grid Request Action is designed to help users make and track requests for data updates by guiding them through a simple request process:
- A requester asks a user for a change to be made to a field.
- A Chatter mention goes out letting the user know that a change has been requested and a reminder icon is placed on the field that needs updating.
- A user makes a change on the requested field and a follow-up chatter is automatically sent to both parties letting them know that an update has been made.
This process closes the gaps that can occur with traditional request processes, keeping your data clean and up to date.
For a video on this feature, see How to Use the Request Action Feature in Grid.
Request Action Usage
You can request actions for a field on a grid to notify a user that action needs to be taken on their data. The user who made a request and the notified party see an icon on the requested field and activity in their Salesforce Chatter window.
