Try It Out: Customize a Global Publisher Layout

Before we begin, let’s make sure we can add our actions to a global publisher layout. From Setup, click Customize | Chatter | Settings, and make sure Enable Publisher Actions is selected.

Now let’s get to that layout.

1. From Setup, click Customize | Chatter | Publisher Layouts.

Like page layouts and compact layouts, each global publisher layout can be assigned to a single profile. Since our recruiters have different needs from the rest of the company, let’s create a custom layout with actions tailored to their typical tasks. We’ll assign that layout to the Recruiter profile so our standard employees, who don’t often need to do things like creating candidates or job applications, aren’t bogged down by irrelevant actions.

2. Click New.
3. Select Global Layout as the Existing Publisher Layout to clone.
4. For Publisher Layout Name, enter Recruiter Layout.
5. Click Save.

Let’s get rid of the actions that are more relevant to our sales representatives than to our recruiters.

1. Drag New Contact, Log a Call, New Opportunity, New Case, and New Lead back to the palette.
2. Drag New IT Position, New Standard Position, New Application, and New Candidate to the layout, so that they appear after Poll.
3. Click Save.

Now that we have a working publisher layout for recruiters, let’s make sure they can see it by assigning the new layout to the Recruiter profile.

1. Click Publisher Layout Assignment.
2. Click Edit Assignment, and change the publisher layout for the Recruiter profile to Recruiter Layout.
3. Click Save.