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    • Set Up Many2Many for Salesforce Mobile

    Owned by Wilmarié Moreland
    Last updated: Jun 26, 2023
    3 min read

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    Set Up Many2Many for Salesforce Mobile

    Many2Many can be set up from the web by following the instructions provided in Create a Tag Setting. Additional configuration is needed to optimize Many2Many for mobile users. 

    Object-Specific Action vs. Global Action

    System Administrators have the option to set up Many2Many for mobile either from an object relevant to their organization’s use case or as a Global Action. Here are some key differences between Object-Specific and Global Actions to guide you in deciding which is most appropriate for your use case.

    Object-Specific Action

    Global Action

    Object-Specific Action

    Global Action

    Added to record detail pages as they are associated with a specific object.

    Can be added anywhere actions are supported, including record detail pages or Chatter groups.

    Create new records and can specify relationships to other records.

    Create new records without any relationships to other records.

    Create an Object-Specific Action

    1. First things first: Ensure that your Tag Settings are set up correctly.

    2. Navigate to the Object Manager from the Setup interface and select the object where M2M will be displayed. In our example, we’ll display it on the Account object.

    3. Navigate to “Buttons, Links, and Actions” on the left-side pane and click “New Action”.

    4. Complete the fields as shown below. Please note the following fields are mandatory:

      1. Action Type: Lightning Component

      2. Lightning Component: tag:TaggingUI

      3. Height: 250px. This is the default value and may be customized.

      4. Label: Tag Contact to Account (or whatever the action is that you are configuring).

      5. Name: Tag_Contact_to_Account. This automatically populates when “Label” is inputted.

    5. [Optional] Customize the “Standard Label Type”, “Description”, and “Icon”, and click “Save”.

    6. Navigate to “Page Layouts” and click on “Mobile and Lightning Actions” to drag and drop the Action you created in the Salesforce Mobile and Lightning Actions section (“Tag Contact to Account” action in our example).

    Create a Global Action

    1. First things first: Ensure that your Tag Settings are set up correctly.

    2. Navigate to the setup interface and type “Global Actions” in the “Quick Find” box. Select “New Action”.

    3. Complete the fields in the “Enter Action Information” pop-up:

      1. Action Type: Lightning Component

      2. Lightning Component: tag:TaggingUI

      3. Label: Many2Many (or something specific to your use case, such as “Tag Countries”).

      4. Name: Many2Many (or if customized, something like “Tag_Countries”).

    4. [Optional] Customize the “Standard Label Type”, “Description”, and “Icon”, and click “Save”.

    5. Return to the setup interface and navigate to the “Object Manager” to select the Target Object where you’d like to display the M2M component.

    6. Navigate to the Page Layout of the Target Object and click into “Mobile & Lightning Actions” where the Global Action you created will be displayed.

    7. Drag the Global Action to the “Salesforce Mobile and Lightning Experience Actions” header.