Salesforce1 Mobile App Admin Guide

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How Actions Are Ordered in the Salesforce1 Action Bar and List Item Actions

The order in which actions appear in the Salesforce1 action bar and list item actions is partly controlled by your organization’s page layouts and publisher layouts. But in some cases, the location of key actions is predefined by Salesforce to make these actions easily accessible.

The actions in the action bar, list item actions, and associated action menus are divided up into groups. The arrangement of these groups is fixed, but the order of actions within the groups can vary based on the object and the actions that are present on the global publisher layout or on an object’s page layout.

Table 1. Action Groups and the Order They Display In
Action Group 1 Action Group 2 Action Group 3 Action Group 4 Action Group 5 Action Group 6
Set of actions predefined by Salesforce. These can vary depending on the page the user is viewing. Set of actions predefined by Salesforce. For most objects, this set contains only the Edit standard button. Remaining quick actions, in the order defined on either the global publisher layout or the object page layout. Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout. Remaining productivity actions.

Not every object or page displays every group. Action groups 3, 4, and 5 respect the ordering of the actions as defined by the global or object page layouts, with a few exceptions, as you’ll see in the next table.

Productivity actions don’t display if a record doesn’t include the information that the actions are keyed to—for example, the Send Email action is dependent on the record including an email address and the View Website action requires the record to include a website URL.

Here’s the breakdown of which actions are contained in each group for each object or page.

Object or Page Action Group 1 Action Group 2 Action Group 3 Action Group 4 Action Group 5 Action Group 6
Account 1. Call or Log, 2. New Task, 3. New Event (if included on the page layout), 4. Post 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout. Map, Read News, View Website
Case First three quick actions in the order defined on the page layout, 4. Post 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout.
Contact 1. Call or Log, 2. Send Email, 3. New Task, 4. New Event 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout. Map
Custom Object First four actions in the order defined on the page layout 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout.
Event Quick actions in the order defined on the global publisher layout. Standard Chatter actions aren’t supported. Edit, Delete
Feed Quick actions in the order defined on the global publisher layout
Group First four actions in the order defined on the global publisher layout Remaining quick actions in the order defined on the page layout Edit Leave Group
Lead 1. Log a Call, 2. New Task, 3. Convert (if enabled), 4. Post 4. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout. Call or Log, Send Email
Lightning Page Actions in the order defined in the Lightning Page
List View 1. Filter, 2. Sort, 3. New
Object Home Page (Tablet Only) 1. New, 2. Sort
Opportunity 1. Log a Call, 2. New Task, 3. New Event, 4. Post 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout.
People 1. Call or Log, 2. Send Email, 3. Post 4. Edit Remaining actions in the order defined on the global publisher layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout.
Person Account 1. Call or Log, 2. Send Email, 3. New Task, 4. New Event 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout. Map, Read News, View Website
Related List (for standard objects) 1. New
Search Results 1. New, 2. Sort
Salesforce Today—Main Page Quick actions in the order defined on the global publisher layout
Salesforce Today—Mobile Calendar Event 1. Quick Message, 2. Join Conference Call, 3. Map Remaining quick actions in the order defined on the page layout
Task 1. Edit Comments, 2. Change Date, 3. Change Status, 4. Change Priority 5. Edit Remaining quick actions in the order defined on the page layout Custom buttons that are supported in Salesforce1, in the order defined on the page layout.* Remaining standard buttons that are supported in Salesforce1, in the order defined on the page layout.

As we mentioned, some actions are in fixed positions. In places where you see a numbered list in the table, this is the fixed order that those actions appear in on the action bar, list item actions, and in the respective action menus.

For example, for the Account object, the standard Chatter Post action is in the fourth position. This is fixed. Regardless of where you put the Post action in the Publisher Actions section of the account page layout, Post always displays in the fourth position.

However, deletion of actions is always respected. So in our example, if you delete the Post action from the account page layout, the remaining actions move up and you see Edit in the fourth position.

If you’re using record types in your organization, some quick actions might not be visible to your users. For more information, see Quick Actions and Record Types.

Note

* Custom buttons that are added to the Button section of a page layout and that use a Visualforce page as the content source are supported in Salesforce1. Remember that the Visualforce page must be enabled for use in Salesforce1. Custom links, custom buttons that are added to list views, and custom buttons that define the content source as URL or OnClick JavaScript aren’t available in Salesforce1.