Set Predefined Field Values for Quick Action Fields
- Click the name of an action in the Buttons, Links, and Actions list or the Global Actions list.
- On the action detail page, click New in the Predefined Field Values list.
- Select the field you want to predefine a value for.
- Specify the value for the field.For single-select picklists, you can specify both a specific value and a formula value. If you set both, the formula value takes precedence over the specific value.
- Click Save.