Salesforce1 Mobile App Admin Guide

Introduction
Get Your Organization Ready for Mobile: The Big Picture
Configure Your Organization for Salesforce1
Customize How Your Data Appears in Salesforce1
Using Actions in Salesforce1
Visualforce Pages and Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
How Actions Are Ordered in the Salesforce1 Action Bar
How Predefined Actions Are Ordered in the Salesforce1 Action Bar and List Item Actions
Actions with and without Chatter
Salesforce1 Mobile App Features: What’s Available in Each Version
Salesforce1 Editions and Licenses
PDF

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

Your organization’s page layouts and publisher layouts control the order in which actions appear in the Salesforce1 action bar and list item actions. If you don’t customize the actions in the action bar on a page layout or global publisher layout, the location of key actions is predefined by Salesforce.

This predefined ordering chart applies only if you haven’t customized the Salesforce1 and Lightning Experience Actions section of an object’s page layout or on a global publisher layout.

Important

If you haven’t customized the Salesforce1 action bar, the quick actions in the predefined set are derived from the actions in the “Quick Actions in the Salesforce Classic Publisher” section of the associated object page layout or global publisher layout.

On object page layouts, when the Salesforce1 section isn’t customized:
If you’ve customized the actions in the Quick Actions in the Salesforce Classic Publisher section, the quick actions in the action bar reflect those customizations.

If neither section is customized, the quick actions you see in the action bar come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout.

On global publisher layouts, when the Salesforce1 section isn’t customized:
If the Quick Actions in the Salesforce Classic Publisher section is customized, the quick actions in the action bar inherit those customizations.

If neither section is customized, the quick actions in the action bar for global pages default to a Salesforce predefined set.

The predefined actions in the action bar, list item actions, and associated action menus are divided 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. Not every object or page displays every group.

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, 2. New Task, 3. New Event, 4. Post 5. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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. View Website (if the Website field is populated)
Case First three quick actions in the order defined on the page layout, 4. Post 5. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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.
Contact 1. Call, 2. New Task, 3. New Event 4. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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.
Custom Object First four actions in the order defined on the page layout 5. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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.
Event Quick actions in the order defined on the 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 global publisher layout Edit Leave Group
Lead 1. Log a Call, 2. New Task, 3. Convert (if enabled), 4. Post 4. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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. Call, 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 from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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.
People 1. Call, 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, 2. Send Email, 3. New Task, 4. New Event 5. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of 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. 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 from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout.
Task 1. Edit Comments, 2. Change Date, 3. Change Status, 4. Change Priority 5. Edit Remaining quick actions from the Quick Actions in the Salesforce Classic Publisher section. If that section isn’t customized, remaining quick actions are inherited from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout. Standard Chatter actions aren’t supported. 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 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.

* Custom buttons that are added to the Button section of a page layout and that define the content source as URL or Visualforce are supported in Salesforce1. Remember that Visualforce pages 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 OnClick JavaScript aren’t available in Salesforce1.