Global and object-specific actions enhance the Chatter experience for your users in Salesforce Classic and in the Salesforce 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 set up actions: | Customize Application |
Chatter must be enabled for your organization.
Note Beginning in Summer ’26, Chatter is turned off by default in
all new orgs. For any features in these orgs that require access to Chatter functionality or
the Chatter APIs, turn on Chatter by going to Setup | Chatter Settings and selecting Enable. For details, see Chatter Is Turned Off by Default in New
Orgs Beginning in Summer ’26.
By default, the Chatter publisher in Salesforce Classic includes the standard actions Post, File, Link, Poll, Question, and Thanks. To set up more actions in Chatter:
- Enable feed tracking for the objects for which you want to make actions available.
- Enable actions in the publisher if you want to see both standard actions and non-standard actions in the Chatter publisher.
- Optionally, enable feed updates for related records to display feed items on a record detail page when related records are created.
- Create object-specific actions or global actions.
- Customize the action layout with the fields that you want users to see when they use the action.
-
Add the actions to page layouts or global publisher layouts.
Salesforce automatically adds default actions to the page layouts for account, case, contact, lead, and opportunity, and to the global publisher layout in organizations that were created after Winter ‘14.