Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Developing for Salesforce1
Welcome to Salesforce App Cloud Development
Designing Mobile-First User Interfaces
Extending Salesforce1 with Visualforce Pages
Adding Functionality with Visualforce Custom Actions
Integrating Your Web Applications in Salesforce1 with Force.com Canvas
About Force.com Canvas
Extending Salesforce1 with Canvas Custom Actions
Extending Salesforce1 with Canvas Apps in the Feed
Try It Out: Clone the DeliveryTrakr Web Application
Create the DeliveryTrakr Canvas App
Configure Who Can Access the DeliveryTrakr Canvas App
Configure the Heroku Environment Variables
Create a Global Action
Add the Action to the Global Publisher Layout
Test Out the DeliveryTrakr Canvas App
Tell Me More: About the Code to Create Feed Items
Calling Quick Actions from the API
Extending the User Interface with Lightning Pages
Development Guidelines and Best Practices
Learning More
PDF

Create a Global Action

We’ll create a global custom action for the DeliveryTrakr app so that we can then add it to the global publisher layout.
In the previous canvas example, we selected Create Actions Automatically when we created the canvas app in Salesforce. So the global action was created for us. In this scenario, we didn’t select that field, so we’ll step through creating the action manually.
  1. If the Canvas Previewer is still open, click Close. From Setup, enter Actions in the Quick Find box, then select Global Actions.
  2. Click New Action.
  3. In the Action Type drop-down list, select Custom Canvas.
  4. In the Canvas App drop-down list, select DeliveryTrakr.
  5. In the Label field, enter Track Deliveries.
    This is the label that appears to the user in the action bar and action menu in the Salesforce1 app or in the publisher in the full Salesforce site.
    New action
  6. Click Save.

Now that we’ve created the global custom action, we’ll add the action to the global publisher layout. This ensures that the action appears in the action bar where mobile users can access it.