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Actions With and Without Chatter
Use actions regardless of whether Chatter or actions in the publisher are
enabled.
Quick actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions Custom canvas actions available in: Professional (with Force.com Canvas enabled), Enterprise, Performance, Unlimited, and Developer Editions |
It depends on your organization’s settings, which actions are available in the full Salesforce site or in Salesforce1You can enable or disable Chatter for your organization in Setup at . If Chatter is enabled, the Enable Actions in the Publisher option controls whether the actions that you create display in the Chatter publisher.
| Chatter Off, Actions Off | Chatter On, Actions Off | Chatter On, Actions On | |
|---|---|---|---|
| You can create global actions and customize global action lists | Yes | Yes | Yes |
| You can create object-specific actions and customize object-specific action lists | Yes | Yes | Yes |
| Actions appear on the Home page and Chatter home page in the full Salesforce site | No | Yes1 | Yes |
| Actions appear in object feeds in the full Salesforce site | No | Yes1,2 | Yes2 |
| The action bar is available in the Salesforce1 feed | No3 | Yes4 | Yes |
| The action bar is available on the record view in Salesforce1 | Yes5 | Yes6 | Yes6 |
| The action bar is available on Lightning Pages in Salesforce1 | Yes5 | Yes | Yes |
Footnotes:
- If publisher actions aren’t enabled, only standard Chatter actions (Post, File, Link, Poll, and Thanks) appear in the Chatter publisher in the full Salesforce site
- The Chatter feed appears on an object’s detail page in the full Salesforce site only for objects that have Feed Tracking enabled.
- When Chatter is disabled, the Feed item isn’t available in Salesforce1.
- When Chatter is enabled but actions in the publisher aren’t, standard and nonstandard actions appear in the Salesforce1 action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- When Chatter and publisher actions are disabled, only nonstandard actions appear in the action tray in Salesforce1 or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- If feed tracking isn’t enabled on the object, only nonstandard actions appear in the Salesforce1 action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.