About Global Quick Actions

Global create actions enable users to create object records, but there’s no automatic relationship between the record that’s created and any other record. Actions tied to specific objects are only accessible from those objects’ record pages; however, global actions can be added to any supported objects’ page layouts as well as to global layouts, so they’re very useful for quickly creating records.

Creating Global Quick Actions

You create global actions in a different place in Setup than you create object-specific actions. To create a global action, in Setup, click Create | Global Actions | Actions. They’re called global actions because they can be put anywhere actions are supported.

The Global Publisher Layout

Use global publisher layouts to customize actions that appear on Chatter publishers for global pages such as the Home page and the Chatter page. Global publisher layouts also drive the actions that users see in the action bar and action menu on the Feed and People pages in Salesforce1. Global publisher layouts can be composed only from global actions. After creating global publisher layouts, you can assign them to different user profiles, which lets you customize which actions the users under different profiles see by default on the global pages.

In Salesforce1, global actions appear in the action bar and action menu on pages to which the global publisher layout applies. Before our global action will show up either in the full Salesforce site or in Salesforce1, we need to add it to the global publisher layout.