Use these tips as you set up actions.
Required Editions
| Actions available in: both Salesforce Classic and Lightning Experience |
| Publisher available in: Salesforce Classic |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions |
Tips for Creating Actions
- Action labels longer than approximately 12–14 characters are shortened when they’re displayed in the Chatter publisher. Keep names short and descriptive.
- Give your actions task-oriented names that tell your users what they do. Use terms such as New, Create, Share, Update, or Import.
- Use the Description field to create notes for yourself about each action. Notes are especially useful if you’re creating several similar actions for different record types, for example. The description appears in the list of buttons, links, and actions for object-specific actions, or in the list of global actions, as well as on the detail page for the action. Your notes aren’t visible to users.
- When creating custom actions that are going to be displayed in the Chatter publisher, limit their height to 400 pixels so that they’re displayed correctly.
Tips for Laying Out Actions
- When customizing action layouts, consider what your users do with them. Minimalism is key. Include only the fields that are necessary for them and for whomever handles the cases, calls, or records that result from those actions.
- To create a single-column layout, such as for display on mobile devices, add fields only in the left column.
- Use predefined field values to set standard values for common fields. For example, when you configure an action that lets users create opportunities, set Prospecting as the predefined value for the Stage field. All new opportunities users create through that action are automatically assigned to the prospecting stage. You can remove the Stage field from the action’s layout, because the field is going to be assigned a value automatically. If you set predefined values for fields on object records created through an action, you don’t need to add those fields to the action layout.
- To see how an action layout appears to different user profiles, use the Preview As button on the Action Layout Editor.
Tips for Adding Actions to Publishers
- Because adding too many actions can cause the page to load slowly, we recommend including no more than nine actions total in each publisher, including any standard actions.
- In Salesforce Classic, if you include five or more actions in the actions section of a page layout, three are shown and the rest are added to the publisher’s More menu. If you include four or fewer actions, they’re all shown.
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In the Salesforce mobile app, the
first three actions show up in the action bar, and the full set of actions
are accessed by tapping
.