Salesforce1 Mobile App Developer Guide

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Try It Out: Assign the Action to the Account Page Layout

Before our object-specific quick action will show up both in the full Salesforce site and in Salesforce1, we need to add it to a page layout.

  1. We’re already on the Buttons, Links, and Actions node in Setup under Customize | Accounts. Now click over to Page Layouts.
  2. Click Edit next to Account Mobile Technician Layout.
    This is the layout we created in the Page Layouts chapter. Notice that the Actions in the Publisher section is empty, and there’s a message telling us that any actions on this layout are being inherited from the global publisher layout. But since this page layout is specifically for Acme Wireless mobile technicians, we want to customize the actions on this layout to match the work the technicians need to do.
  3. In the Actions in the Publisher section, click override the global publisher layout.
    Default actions appear, and a node for Mobile Smart Actions, which we learned about earlier.
  4. Drag the Link, Poll, and Mobile Smart Actions items back to the palette.
  5. Click the Actions category in the palette, then drag the following actions into the left side of the Actions in the Publisher section, in front of Post and File:
    • Create a Case
    • Log a Call
    • New Contact
    • New Opportunity
    • New Task
    In Salesforce1, the first four actions show up on the first page of the action bar. Since the Create a Case action is important to our mobile technicians, we put it first in the list so they can access it directly from the action bar.
    Actions in the Publisher
    Notice there’s also a New Case item in the palette. The New Case item is a global default action associated with the Account object. We’re going to customize our object-oriented Create a Case action, so we don’t need the redundant global action.
  6. Click Save.

Our new Create a Case action will now show up in the feed on the Account detail page in the full Salesforce site and in the action bar on account records in Salesforce1 for all of the mobile technicians.

Now that’s all done, let’s go over global actions. Then we’ll revisit action layouts and customize our Create a Case action.