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Global Publisher Layouts

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page. Lightning Experience also uses these layouts to populate the Global Actions menu. And in the Salesforce mobile app, these layouts drive the actions that appear in the action bar on the Feed and People pages. Global publisher layouts can include global actions only.

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 create actions: Customize Application
To customize action layouts and page layouts: Customize Application
To view page layouts: View Setup

In Salesforce for Outlook, global publisher layouts drive the actions that Group, Contact Manager, and Professional Edition users see when they click the Salesforce Side Panel Publisher. Salesforce for Outlook users working in all other editions can set up their side panel publishers using Outlook Side Panel Publisher Layouts.

Note
Note Chatter groups without customers display the global publisher layout by default, unless you override it with a customized group publisher layout. In Chatter groups that allow customers, the publisher displays standard actions only, such as Post, File, Link, and Poll.

You can assign different global publisher layouts to different user profiles to customize which actions users see by default on global pages.

Note
Note Changes to user layouts override the global publisher layout on user profile pages and the Chatter home page.

Follow these steps to work with global publisher layouts.

  1. Create Global Publisher Layouts
    Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page. Lightning Experience also uses these layouts to populate the Global Actions menu. And in the Salesforce mobile app, these layouts drive the actions that appear in the action bar on the Feed and People pages. Global publisher layouts can include global actions only.
  2. Add Actions to Global Publisher Layouts
    Actions you add to the global publisher layouts appear on pages such as the Home and Chatter pages. They also appear on the action bar and action menu on the Feed and People pages in the Salesforce mobile app.
  3. Assign Global Publisher Layouts to User Profiles
    After you finish creating a global publisher layout, you can assign it to different user profiles. For example, a Marketing User and a Standard User need different actions in the Chatter publisher or in the Salesforce mobile app. Create multiple global publisher layouts and assign them to different user profiles to customize the actions for each profile.

See Also