---
schema_version: "1"
id: aa70c2fd2895373723ec6ec87ca31d36604b8625ae97cab5ea1e3187ee411b90
title: Mobile Smart Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/smart_actions_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.smart_actions_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ac19a634b73e332da99b5183f451dd42620fd2511764c0d3c562d89474067526
description: Mobile smart actions are a set of preconfigured quick actions. They’re available for account, case, contact, lead, and opportunity pages and on the global publisher layout in the Salesforce mobile app. You can use them to set up quick actions for mobile users with little effort.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Mobile Smart Actions

Mobile smart actions are a set of preconfigured quick actions. They’re available for account, case, contact, lead, and opportunity pages and on the global publisher layout in the Salesforce mobile app. You can use them to set up quick actions for mobile users with little effort.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Contact Manager</strong>, <strong>Database.com</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_note.png)

Note Mobile smart actions don’t appear in the full Salesforce site, regardless of which page layouts you add them to. They appear only to users in the Salesforce mobile app.

Mobile smart actions are populated with all your org’s required fields on the relevant object, regardless of how many fields there are. For example, the New Case action in the mobile smart action bundle includes all required case fields. You can’t edit the fields on mobile smart actions. The fields that appear change only if you change which fields on an object are required.

You also can’t change which actions are included as part of a mobile smart actions bundle—removing New Event or adding a custom action, for example. To create a more customized set of actions, create the actions you want, add them to the relevant page layouts, and remove the mobile smart actions bundle.

Mobile smart actions appear as a single action element in the page layout editor. In the Salesforce mobile app, the Mobile Smart Actions element expands to distinct create actions that enable users to create records directly from the action bar.

Here’s what the mobile smart action element on each supported object expands to include. The actions appear in the action bar and menu in the order shown.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d136025e115">Layout</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d136025e118">Actions Included in Mobile Smart Action Bundle</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Global layout (also applies to custom objects)</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Task</li>

              <li>New Contact</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Opportunity</li>

              <li>New Case</li>

              <li>New Lead</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Account</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Task</li>

              <li>New Contact</li>

              <li>New Case</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Note</li>

              <li>New Opportunity</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Case</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Child Case</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Task</li>

              <li>New Event</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Contact</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Task</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Case</li>

              <li>New Note</li>

              <li>New Event</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Lead</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Task</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Case</li>

              <li>New Note</li>

              <li>New Event</li>

            </ul>
          </td>

        </tr>
        <tr class="">
          <td data-label="Layout" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e115 ">Opportunity</td>

          <td data-label="Actions Included in Mobile Smart Action Bundle" class="slds-cell-wrap" style="vertical-align:top;" headers="d136025e118 ">
            <ul>
              <li>New Task</li>

              <li>Log a Call (logged calls are saved as completed tasks)</li>

              <li>New Case</li>

              <li>New Note</li>

              <li>New Event</li>

            </ul>
          </td>

        </tr>
      </tbody>
    </table>

#### See Also

- [Quick Actions](https://help.salesforce.com/s/articleView?id=platform.actions_overview.htm&release=264.0.0&type=5 "Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device.")
- [Set Up Actions with Chatter Enabled](https://help.salesforce.com/s/articleView?id=platform.setting_up_actions.htm&release=264.0.0&type=5 "Global and object-specific actions enhance the Chatter experience for your users in Salesforce Classic and in the Salesforce app.")