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
Working with Quick Actions
Object-Specific versus Global Actions
Action Layouts
Using Predefined Values in Actions
Custom Actions
Actions and Page Layouts
Action Guidelines and Best Practices
Visualforce Pages and Salesforce1
Make the Salesforce1 App Yours with Custom Branding
Learning More
Appendices
PDF

Working with Quick Actions

Actions enable users to do more in Salesforce and in Salesforce1. For example, create or update records and log calls directly in the Chatter feed or from users’ mobile devices.

Create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter groups, and on record detail pages. In Salesforce Classic, actions appear in the Chatter publisher. In Lightning Experience, actions appear in different areas of the user interface, depending on the action’s type. In Salesforce1, actions appear in the action bar, its associated action menu, and as list-item actions.

Salesforce1 Actions in the Action Bar and Action Menu
Action bar and menu

After creating quick actions, you can customize them. Quick actions have their own action layouts, which let you specify which fields are included in the action, and in which order.

Follow these steps when setting up actions for Salesforce1.
  1. Create a global or object-specific action.
  2. Customize the action’s layout, choosing the fields users see when they use it.
  3. If you created an object-specific action, add it to one or more of that object’s page layouts. If you created a global action, add it to a global publisher layout.
  4. Set predefined field values for required fields, where possible.

Let’s learn a little more about the types and categories of actions. First we’ll look at global and object-specific actions.