Salesforce1 App Developer Guide

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Tell Me More: Actions

Before you can start working with actions in your own production organization, you need to configure a few settings. We don’t need to worry about these in the developer organization we’re working in, because they are both already taken care of.
  1. Enable actions. You can do this in Setup by clicking Customize | Chatter | Settings, and selecting Enable Publisher Actions.
  2. Enable feed tracking on any object that you wish to create actions for. You can do this in Setup at Customize | Chatter | Feed Tracking. Select the object, and select Enable Feed Tracking.

Action Considerations

  • If you add an action to a page layout, but a user assigned to the profile that uses that page layout can’t see the action either in the full Salesforce site or in Salesforce1, it might be because:
    • If it’s a create action, the profile might not have access to create the record type of the action.
    • The user doesn’t have both Read and Edit permission on the action’s relationship field. The relationship field is the field that’s automatically populated on the target object when a user creates a record using an action. For example, for an action on case that lets users create child cases, the default relationship field is Parent Case. To be sure users can see the Create Child Case action, check that they have both Read and Edit permission on the Parent Case field.
  • You can remove a required field from the action layout, but make sure the field has a predefined value. Otherwise, users won’t be able to create new records.

Did you know that you can drag the publisher icon (Publisher Actions icon) into either the lower left or lower right corner of the Salesforce1 screen? Try it!

Tip

For more tips, see Action Guidelines and Best Practices.