Default actions are sets of predefined actions to get you and your users started using actions in your org. Add default actions to publisher layouts to make them available to your users in the full Salesforce site and the action bar in the Salesforce mobile app.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions |
Each default action has a predefined set of fields. Use the page layout editor or global publisher layout to remove actions or to change the order in which the actions appear. Default actions are supported on the account, case, contact, lead, and opportunity objects.
This table lists the available default actions. Italicized actions are standard Chatter actions.
Note In orgs created after Winter ’14, Salesforce adds default actions to the global
publisher layout and to the account, case, contact, lead, and opportunity object page
layouts. In orgs created before Winter ’14, default actions are available in the palette on
the page layout editor, but they’re not automatically added to the page layouts.
| Layout Page | Default Actions |
|---|---|
| Global layout (also applies to custom objects) | |
| Account |
|
| Case |
|
| Contact, Lead, and Opportunity |
|
Note Using record types in your org can affect the availability of global default actions for
your users. For more information, see Quick Actions and Record Types.
- Default Action Fields
Each default action includes a pre-defined set of fields, which lets you make actions available to your users without spending much time on setup.