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.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
Database.com, and Developer Editions
|
| User Permissions Needed |
| To create actions: |
Customize Application |
| To customize action layouts and page layouts: |
Customize Application |
| To view page layouts: |
View Setup |
-
From Setup, in the Quick Find box, enter Publisher Layouts, and
then select Publisher Layouts.
-
To create a new global publisher layout, click New.
-
To clone a publisher layout, select one from the Existing Global Publisher Layout
dropdown list.
-
Enter a name for the new global publisher layout.
-
Save your changes.
