---
schema_version: "1"
id: bbd9f57840f05b802316a1c47651ec8345757f3cadd5500af1c2de6b54fbc656
title: Customize Actions with the Enhanced Page Layout Editor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/adding_actions_using_ple.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.adding_actions_using_ple.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 20041968819fc95a4a77adce15a341c271c7423edcdd58a82efc723960e70fda
description: Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Customize Actions with the Enhanced Page Layout Editor

Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Contact Manager</strong>, <strong>Database.com</strong>, and <strong>Developer</strong> Editions</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="d50819e86">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">To create actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">To customize action layouts and page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">To view page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50819e86 ">View Setup</td>

          </tr>
        </tbody>
      </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_tip.png)

Tip To manage the actions for global pages, such as Home, Chatter Home, and Chatter groups, see [Global Publisher Layouts](https://help.salesforce.com/s/articleView?id=platform.working_with_global_publisher_layouts.htm&release=264.0.0&type=5 "Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page. Lightning Experience also uses these layouts to populate the Global Actions menu. And in the Salesforce mobile app, these layouts drive the actions that appear in the action bar on the Feed and People pages. Global publisher layouts can include global actions only.").

From the management settings for the object whose actions you want to manage, go to Page Layouts.

You can add actions to two sections on a page layout:

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><colgroup><col style="width:28.985507246376812%"> <col style="width:71.01449275362319%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Quick Actions in the Salesforce Classic Publisher</td><td class="slds-cell-wrap" style="vertical-align:top;"><span id="adding_actions_using_ple__rn_196_quick_action_section"><a name="adding_actions_using_ple__rn_196_quick_action_section"></a>This section can contain actions only from the Quick Actions category in the palette.</span> <span id="adding_actions_using_ple__quick_actions_section_visibility"><a name="adding_actions_using_ple__quick_actions_section_visibility"></a>Actions in this section appear in the Chatter publisher in Salesforce Classic.</span></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Salesforce Mobile and Lightning Experience Actions</td><td class="slds-cell-wrap" style="vertical-align:top;">This section can contain actions only from the Mobile &amp; Lightning Actions category in the palette. <span id="adding_actions_using_ple__s1_actions_category_contents"><a name="adding_actions_using_ple__s1_actions_category_contents"></a>On object page layouts, the Mobile &amp; Lightning Actions category contains all available types of actions for the object, including quick actions, productivity actions, Lightning component actions, and standard and custom buttons. Actions in this section appear in the action bar and action menu in the Salesforce mobile app and in various areas of Lightning Experience.</span></td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_tip.png)

Tip Hover over an action in the palette to see its label, API name, and action type.

- To override the action defaults for an action section that you haven’t customized, either click the override text or hover over the section and click ![override global publisher layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/quickActions_wrench.png).
    
    If you haven’t customized the Quick Actions in the Salesforce Classic Publisher section of a page layout, the actions that appear in the publisher for that object default to the actions that are assigned to the global publisher layout. Upon overriding, the actions default to the standard actions—Post, File, Link, Poll, Question, and Thanks—regardless of what actions were assigned to the global publisher layout.
    
    If you haven’t customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, the actions for that object default to a set of predefined actions. If you have customized actions in the Quick Actions in the Salesforce Classic Publisher section, and have saved the layout, the Salesforce Mobile and Lightning Experience Actions section inherits the actions from the Quick Actions in the Salesforce Classic Publisher section, plus any standard or custom buttons present on the layout, when you click to override.
- To revert the actions in either section to the defaults for that section, hover over the section and click ![revert to global publisher layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/extend_click/images/quickActions_revert.png).

#### See Also

- [Set Up Actions with Chatter Enabled](https://help.salesforce.com/s/articleView?id=platform.setting_up_actions.htm&release=264.0.0&type=5 "Global and object-specific actions enhance the Chatter experience for your users in Salesforce Classic and in the Salesforce app.")
- [Actions in Lightning Experience](https://help.salesforce.com/s/articleView?id=platform.actions_in_lex.htm&release=264.0.0&type=5 "In Lightning Experience, actions appear in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear on a record page, in one of several places depending on the action’s type.")
- [Send Email Action Considerations for Cases](https://help.salesforce.com/s/articleView?id=case_interaction_send_email_quick_action_considerations.htm&language=en_US)
- [Mobile Smart Actions](https://help.salesforce.com/s/articleView?id=platform.smart_actions_overview.htm&release=264.0.0&type=5 "Mobile smart actions are a set of preconfigured quick actions. They’re available for account, case, contact, lead, and opportunity pages and on the global publisher layout in the Salesforce mobile app. You can use them to set up quick actions for mobile users with little effort.")
- [The Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=customize_layoutcustomize_pd.htm&language=en_US)
- [Find Object Management Settings](https://help.salesforce.com/s/articleView?id=extend_click_find_objectmgmt_parent.htm&language=en_US)