Salesforce1 App Developer Guide

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Create a Global Action

We’ll create a global action for the DeliveryTrakr app so that we can then add it to the global publisher layout.
In the previous canvas example, we selected Create Actions Automatically when we created the canvas app in Salesforce. So the global action was created for us. In this scenario, we didn’t select that field, so we’ll step through creating the action manually.
  1. If the Canvas Previewer is still open, click Close. From Setup, click Create | Global Actions | Actions.
  2. Click New Action.
  3. In the Action Type drop-down list, select Custom Canvas.
  4. In the Canvas App drop-down list, select DeliveryTrakr.
  5. In the Label field, enter Track Deliveries.
    This is the label that appears to the user in the publisher in the Salesforce1 app or in the publisher menu in the full Salesforce site.
    New action
  6. Click Save.

Now that we’ve created the global action, we’ll add the action to the global publisher layout. This ensures that the action appears in the publisher where mobile users can access it.