What is global publisher layout in Salesforce?

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.

Where is publisher layout in Salesforce?

They also appear on the action bar and action menu on the Feed and People pages in the Salesforce mobile app. Once you finish creating a global publisher layout, you can assign it to different user profiles.

How do I add a global action to a page layout?

How to add a Global Action to a Custom Page

1. Go to setup –> In the Quick Find look for Global –> Global Actions.
2. From here you can click New Action or Edit or View any existing action.
3. The Send Email is the one I mentioned above and is the one I will use for this example.

What are the 4 types of publisher actions?

Publisher Actions in Salesforce

• There are four general types of actions available in Salesforce.
• There are two ways to create actions.
• Enabling Publisher Actions and Layout for Chatter.
• Object-Specific Actions.
• Object-specific Create Actions.
• Object-specific log-a-call Actions.
• Object-specific Update actions.

What is the use of publisher layout in Salesforce?

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. Note: Global publisher layouts can include global action only. Let us now look at Record types.

How do I add a global action?

Create a Global Action

1. From Setup, enter Actions in the Quick Find box, then select Global Actions.
2. Click New Action.
3. We want this action to create a new contact, so make sure the action type is Create a Record.
4. In the Target Object dropdown list, select Contact.
5. In the Label field, enter New Prospect .
6. Click Save.

What is a publisher layout?

How do you create a global action?

What is the difference between quick action and global action?

The Types of Quick Actions Object-specific actions let users create or update records in the context of a particular object. Global actions let users create records, but the new record has no relationship with other records.

How do you add global action to a lightning page?

What is global action in lightning?

Global actions are intended for users want to do something quickly, one of the actions is to create object record quickly, but the new record will not auto relate with other records, such as when creating Contact for Account, the user need to manually select the Account from New Contact action layout.

What is action layout in Salesforce?

Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. When you create an action, Salesforce populates its layout with a default set of fields.

What does global publisher mean in Salesforce App?

A global publisher layout is like a page layout, but it contains only the Quick Actions in the Salesforce Classic Publisher and Salesforce Mobile and Lightning Experience Actions sections. Global publisher layouts determine the global actions that appear in the various Salesforce interfaces.

How are global actions used in Salesforce layouts?

Global Actions in Salesforce and Publisher Layouts 1 Actions. Actions add functionality to Salesforce. 2 Global Actions in Salesforce: These can be added to any page that supports action. For example home page, chatter tab, and object pages. 3 Action Layouts. Action layouts are similar to page layouts. 4 Global Publisher Layouts.

How to add action to global publisher layout?

Add an Action to the Global Publisher Layout 1 From Setup, enter Publisher in the Quick Find box, then select Publisher Layouts . 2 Click Edit next to Global Layout. 3 In the Salesforce Mobile and Lightning Experience Actions section, if you see a link to override the predefined actions, click the link to override.

How are global action layouts used in chatter?

Action layout can be created for object-specific actions as well as for global action. These layouts customize the actions in Chatter publishers on global pages (like the Home page) and on the Chatter page. These layouts drive the actions that appear in the action bar on the Feed and People pages.