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Add Actions to Global Publisher Layouts

Actions you add to the global publisher layouts appear on pages such as the Home and Chatter pages. They also appear on the action bar and action menu on the Feed and People pages in the Salesforce mobile app.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, 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

Arrange the actions so that the frequently used actions appear first in each list.

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

Quick Actions in the Salesforce Classic Publisher

This section can contain actions only from the Quick Actions category in the palette.

Actions in this section appear in the Chatter publisher in Salesforce Classic.

Salesforce Mobile and Lightning Experience Actions

This section can contain actions only from the Mobile & Lightning Actions category in the palette.

On object page layouts, the Mobile & 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.

Note
Note Changes to user layouts override the global publisher layout on user profile pages and the Chatter home page. Actions on the user profile page come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout. Only standard Chatter actions appear on the user profile page, regardless of which actions are present in the User Page Layout or the global publisher layout.
  1. From Setup, in the Quick Find box, enter Publisher Layouts, and then select Publisher Layouts.
  2. To add or remove actions, drag them to and from the palette.
  3. To reorder actions, select an action and drag it to a new position.
  4. Click Save when you’re done, or click Quick Save to save your changes and continue working on the layout.

    If you navigate away without saving, you lose your changes.

    Note
    Note Before using the personal email setting When you click an email address to compose an email, which email editor do you want to use?, confirm that the Global Publisher Layout has the email action in the Salesforce Mobile and Lightning Experience Action section.
Example
Example

Let’s add the New Account action to the publisher on the Home and Chatter pages in Salesforce Classic. The New Account action lets users create an account directly from the publisher. Drag the New Account action to the Quick Actions in the Salesforce Classic Publisher section and save your changes.

Add action

Go to the Chatter tab in Salesforce Classic. Now the New Account action shows up in the publisher.

Publisher action
Note
Note The Chatter page in Lightning Experience supports only the standard Chatter actions Post, Poll, and Question, and if you have Groups, the Announcement action.

See Also