--- schema_version: "1" id: ee31c88b94258c42aa2f29794d33a9c78e2c62dcfa89a599b5b272b2bb4b0016 title: Create Global Quick Actions collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/creating_global_actions.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.creating_global_actions.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 68951c46a65ee8c92a38fb00808cfc26e4413da49e04732f013c3525163a11fe description: You can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app pages. For example, add a Log a Call action to global layouts so users can record call details right from a Chatter thread. products: - Salesforce Platform - Security release: "264" --- # Create Global Quick Actions You can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app pages. For example, add a Log a Call action to global layouts so users can record call details right from a Chatter thread. ### Required Editions
User Permissions Needed
To create actions: Customize Application
1. From Setup, in the Quick Find box, enter Actions, and then select **Global Actions**. 2. Click **New Action**. 3. Select the type of action to create. 4. Customize the action. For a Create a Record action, select the type of object to create. If the object has more than one record type, select the one that you want to use for records created through this action. For a Custom Visualforce or Custom Canvas action, select a Visualforce page or canvas app, and then specify the height of the action window. The width is fixed. For a Lightning Component action, select the component to be called by the action. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png) Note While you can create Lightning Web Component global actions and add them to the Global Publisher Layout, these actions are available for use only in the Salesforce Field Service (SFS) mobile app. These actions aren’t available in Lightning Experience on mobile or desktop. 5. Enter a label for the action. Users see this label as the name of the action. ![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 You can choose an option from the Standard Label Type list to have Salesforce generate the label. For the labels in this list that include \[Record\] and \[Record Type\], Salesforce fills in the type of object or the record type the action creates. For example, if you choose the Create New \[Record\] standard label on a create contact action, the generated label is Create New Contact. 6. If necessary, change the name of the action. If you selected a standard label type in the previous step, you must enter the name. This name is used in the API and managed packages. It must begin with a letter and use only alphanumeric characters and underscores, and it can’t end with an underscore or have two consecutive underscores. Unless you’re familiar with working with the API, we don’t recommend editing this field. 7. Type a description for the action. The description appears on the detail page for the action and in the list on the Buttons, Links, and Actions page. The description isn’t visible to your users. If you’re creating several actions on the same object, use a detailed description, such as “Create Contact on Account using New Client record type.” 8. Select to post a feed item in the record feed when the action’s completed. When enabled, **Create Feed Item** causes the creation of a feed item when the action is performed. The target object’s compact layout defines the feed item’s fields. When feed tracking is enabled for the object, and **All Related Objects** is selected, performing the action causes the creation of a feed item. The feed item is created, regardless of whether **Create Feed Item** is selected. 9. For a Create a Record, Update a Record, or Log a Call action, you can add a custom success message. The success message displays after the action executes successfully. 10. Optionally, to select a different icon for the action, click **Change Icon**. Custom images used for action icons must be less than 1 MB 11. Save your changes. After you create a quick action, customize its layout, [add predefined values](https://help.salesforce.com/s/articleView?id=platform.predefined_field_values.htm&release=264.0.0&type=5 "When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records."), and then [add the action to page layouts](https://help.salesforce.com/s/articleView?id=platform.adding_actions_using_ple.htm&release=264.0.0&type=5 "Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app."). ![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 If you delete an action, the action is removed from all layouts that it’s assigned to. #### See Also - [Set Predefined Field Values for Quick Action Fields](https://help.salesforce.com/s/articleView?id=platform.predefined_field_values.htm&release=264.0.0&type=5 "When you create actions, use predefined field values to set a value for a field. Predefined values can help ensure consistency and make it faster and easier for users to create records.") - [Customize Actions with the Enhanced Page Layout Editor](https://help.salesforce.com/s/articleView?id=platform.adding_actions_using_ple.htm&release=264.0.0&type=5 "Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app.") - [Custom Success Messages for Quick Actions](https://help.salesforce.com/s/articleView?id=platform.actions_custom_success_messages.htm&release=264.0.0&type=5 "For Create a Record, Update a Record, and Log a Call action types, you can create a custom message that displays when the action executes successfully.") - [Visualforce Pages as Object-Specific Custom Actions](https://help.salesforce.com/s/articleView?id=platform.custom_actions_vf_pages_for_object_actions.htm&release=264.0.0&type=5 "A Visualforce page added as a custom action on an object is invoked in the context of a record of that object type. The custom action is passed a specific record ID—the record the user was looking at when the user clicked the custom action. Design the page to act on that specific record type.") - [Create Dynamic Actions in Lightning App Builder](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_create_dynamic_action.htm&language=en_US)