Global Actions in the Sales Dashboard

Salespeople can use a special type of smart action, called a global action, to create records and launch AI agents directly from the Sales Dashboard search bar. Standard smart actions are always used in the context of a particular object and record. Global actions don't depend on context, and so can be used in the sales dashboard search bar.

As salespeople start making entries in the search bar, the enabled global actions are listed automatically.

Global Actions that Create Records for Standard Sales Objects

For standard sales objects, the "create" global actions are enabled by default for all sales dashboard users.

In Application Composer, open the Smart Actions work area. Here you can:

• See the list of all global create actions, by entering Global as a filter.

• Disable any actions you don't want to use for all users.

• Restrict the actions to specific job roles by duplicating the actions and editing the duplicates.

Global Create Smart Actions for Custom Objects

When you use the CX Extension Generator to create the UI for your custom object, all of the standard smart actions are created for you, including the global create smart action for use in the sales dashboard.

If you used the CX Extension Generator prior to the 25B update for your custom object, or if you didn't use it at all, then generate the global create action for each object in the Extension Generator as described in the topic Create the Global Create Actions for Custom Objects.

On the Smart Actions page, you can take the same actions on the generated smart actions as on those available for standard sales objects. You can:

• See the list of all global create actions, by entering Global as a filter.

• Disable any actions you don't want to use for all users.

• Restrict the actions to specific job roles by duplicating the smart actions and editing the duplicates.

Smart Action to Open an AI Agent

You create the global action to launch an AI agent in the Smart Action work area in Application Composer. For detailed steps, see the topic Set Up Global Actions to Launch AI Agents from the Sales Dashboard.