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.
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 |
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.
When Chatter is disabled in an org, only the nonstandard actions appear in the action bar in the Salesforce mobile app or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
Note You can create actions in Salesforce Classic when Chatter is disabled.
Those actions don’t appear in Salesforce Classic, but can appear in
Lightning Experience and the Salesforce mobile app if you don’t
customize the Salesforce Mobile and Lightning Experience Actions
section of the page layout editor.
Follow these steps to set up actions for use in the Salesforce mobile app or third-party apps.
- 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.