Enabling actions in the publisher lets you add actions that you’ve created to the Chatter publisher. Actions appear on the Home page, on the Chatter tab, in Chatter groups, and on record detail pages.
Required Editions
| Available in: Salesforce Classic |
| Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To enable actions in the Chatter publisher: | Customize Application |
By default, the Salesforce Classic Chatter publisher includes the standard actions Post, File, Link, Poll, Question, and Thanks. With the actions in the publisher setting enabled, you can include nonstandard actions in the Chatter publisher too. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
In organizations created after the Winter ‘14 release, actions in the publisher is enabled automatically.
- From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings.
- Click Edit.
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Select Enable Actions in the Publisher.
Although the Enable Actions setting appears in Lightning Experience, it has no effect there.
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Click Save.
Note You aren’t required to enable actions in the publisher to use them in the Salesforce app or in third-party apps. See Actions With and Without Chatter for more information.
- Set Up Actions with Chatter Enabled
Global and object-specific actions enhance the Chatter experience for your users in Salesforce Classic and in the Salesforce app. - Set Up Actions Without Chatter Enabled
You can set up object-specific and global actions for the Salesforce mobile app or third-party apps, even if your org doesn’t have Chatter enabled. - Actions With and Without Chatter
Use actions regardless of whether Chatter or actions in the publisher are enabled.