---
schema_version: "1"
id: 371317db1a73c99e412d914f4c4645eb578b8fd964388b9cece80b0ed8782553
title: Apply the Action to the Object’s Page Layout
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_explorer_apply_action_to_page_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_explorer_apply_action_to_page_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2cfc217cc09513b8894698e7873fa7c4875bbe3584e805127e1edd06b808799f
description: Add the action to the page layout for the object. Users whose profiles are assigned to that layout can see the action in Salesforce. Page layouts control the layout and organization of content, including custom actions, on record detail pages. Each record detail page can have multiple page layouts to give different users a unique experience.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Apply the Action to the Object’s Page Layout

Add the action to the page layout for the object. Users whose profiles are assigned to that layout can see the action in Salesforce. Page layouts control the layout and organization of content, including custom actions, on record detail pages. Each record detail page can have multiple page layouts to give different users a unique experience.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d84263e47">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84263e47 ">To view visualizations:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84263e47 ">Use CRM Analytics</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d84263e47 ">To create actions:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d84263e47 ">Customize Application</td>
          </tr>
        </tbody>
      </table>

In this example, you add the Update Opportunity action to the opportunity page layout that’s assigned to the Standard User profile. You can use these same techniques to add actions to any Salesforce page layout and user profile.

1. Go to Setup in Salesforce, and enter the name of the object in the Quick Find box. For the example, enter Opportunities. Then select **Page Layouts** to see what’s available.
2. If multiple page layouts are defined for the object, click **Page Layout Assignment** to see which page layout is assigned to each user profile.
    
    ![The Page Layout Assignment page for opportunities shows that the Opportunity Layout is assigned to all users with the Standard User profile.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/wave_dashboards_opportunityLayout_forStandardUser.png)
3. Edit the page layout assigned to the profile for the users for whom you want to access the action.
    
    For this example, edit the Opportunity Layout, which is assigned to the Standard User profile. Users who are assigned the other opportunity page layouts can’t see this custom action, unless you apply the action to those page layouts.
4. To open the layout, click the **Opportunity Layout** link next to a profile. It doesn’t matter which profile.
5. In the palette, click **Quick Actions** to select the actions to add to the layout.
    
    The available actions appear to the right.
6. Drag the **Update Opportunity** custom action to the existing actions in the Quick Actions in the Salesforce Classic Publisher section.
    
    ![Drag the Update Opportunity action to the Salesforce Classic section.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/wave_dashboards_opportunityLayout_addCustomAction.png)
7. If the predefined actions are overridden in the Salesforce app and Lightning Experience Actions section, you must also drag the action to that section.
    
    If the predefined actions are overridden, Analytics shows only the actions that appear in both the Quick Actions in the Salesforce Classic Publisher and Mobile & Lightning Actions sections.
8. Click **Save**.

This action is now available on the Opportunity details page for all users assigned the Opportunity Layout.

![The Update Opportunity custom action appears under the More option on the opportunity detail page.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/wave_dashboards_opportunityLayout_showCustomAction.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note If a page layout is based on a record type that certain users can’t access, actions for that type aren’t available to them.