Configure Header Actions

Overview

Header actions let you run global actions directly from the data table header, based on the rows your users have selected. Instead of placing buttons inside each row, you can add actions like “Export selected rows,” “Delete selected records,” or “Run approval on selected items” to the header.

This keeps the table clean while still giving users one-click access to powerful operations on the data they’ve chosen.

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Step-By-Step instructions

Step 1: Create the Header Button

First, let's add the button to the table's user interface.

1. Select the Data Table component in the builder.

2. In the Properties panel on the right, locate the Header Actions section.

3. Click Add Action.

4. Configure the button's appearance:

   • Label: Enter the text users will see (e.g., "Export Data").

   • Name: Give the button a unique ID (e.g., export_button). Important: You will need this name in the next phase to link the logic.

   • Icon Name: (Optional) Add a Salesforce utility icon (e.g., utility:download) to make the button more recognizable.

   • Variant: Choose a style, such as Brand (blue) or Neutral (white/gray).

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Step 2: Make the Button Functional (Interactions)

Now that the button exists, you need to define what happens when users click it.

1. At the top of the properties panel, switch from the Properties tab to the Interactions tab.

2. Click on the "Add Header Action Click" button

3. Set the Trigger (The "When"):

   • Target: Select the Name of the button you created in Step 1 (for example, ‎`export_button`)

   • Type: Choose the interaction that should run when users click the button. For instance, select Export To to let users download the table data as a CSV file, or Navigate to send them to a specific page in Salesforce.

Learn more about the available Interactions

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Step 3: Save and Test

1. Click Save in the builder.

2. Preview your page in Salesforce.

3. Click your new header button to verify it triggers the correct behavior (e.g., CSV downloads or the Flow modal openingensure it triggers the correct behavior (e.g., the CSV downloads or the Flow modal opens).