Add actions to the dynamic activity composer though the page layout in the Salesforce Mobile and Lightning Experience Actions.
Required Editions
| Available in Lightning Experience in all editions except Starter |
| User Permissions Needed | |
|---|---|
| To add buttons to page layouts: | Customize Application and Modify All Data |
The primary action is available when the button is clicked. For email, custom actions, such as Email 1 and Email 2, are of type Email.
For Log a Call, custom actions such as Log A Call 1 and Log A Call 2 are of type Log a Call.
- View the page layout for the object you want to update.
- Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
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Add additional custom actions to the page layout.
Name your actions intentionally. The button name is from the name of the first button action that’s on the layout.
If the global action is on the page layout, it's assigned as the default button action. For a custom action to appear as the default button action, remove the global action from the page layout. Otherwise, the custom action appears in the dropdown of that action type.
New Task and New Event don’t have actions defined already. You can add custom actions.
Make sure your users have permission to create tasks and events, log calls, and send email.
