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

Actions and Page Layouts

Before an action can appear in both the full Salesforce site and Salesforce1, you must add it to a page layout.

Global Page Layouts

What is a global page? The Home page, the User Profile page, and the Chatter home pages are all examples of global pages in Salesforce Classic. A global publisher layout drives the actions displayed on these pages. A global publisher layout is like a page layout, but it contains only the Quick Actions in the Salesforce Classic Publisher and Salesforce1 and Lightning Experience Actions sections.

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic, these layouts customize the actions in Chatter publishers on global pages (like the Home page) and on the Chatter page. Lightning Experience uses these layouts to populate the Global Actions menu with Log A Call actions and Create a Record quick actions that point to the Events, Notes, and Tasks objects. And in Salesforce1, these layouts drive the actions that appear in the action bar on the Feed and People pages. Global publisher layouts can include global actions only.

You can assign different global publisher layouts to different user profiles to customize which actions users see by default on global pages.

To create a custom global publisher layout, or to customize the default global layout, in Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts. After you’ve defined a global publisher layout, click Publisher Layout Assignment to assign it to user profiles.

Object Page Layouts

Object-specific actions can be added only to page layouts for the object to which they are assigned. However, you can add global actions to the page layout of any object that supports actions.

You can customize the actions that show up on object page layouts—like those for Account, Opportunity, and Contact—by using the page layout editor. Actions added to the Quick Actions in the Salesforce Classic Publisher section of an object’s page layout appear in the Chatter publisher for that object in the full Salesforce site. Actions added to the Salesforce1 and Lightning Experience Actions section of an object’s page layout appear in the action bar on the object’s record pages in Salesforce1.

If you haven’t customized the Quick Actions in the Salesforce Classic Publisher section of a page layout, the actions that appear in the publisher for that object default to the actions that are assigned to the global publisher layout. Upon overriding, the actions default to the standard actions—Post, File, Link, Poll, Question, and Thanks—regardless of what actions were assigned to the global publisher layout.

If you haven’t customized the Salesforce1 and Lightning Experience Actions section of a page layout, the actions for that object default to a set of predefined actions. If you have customized actions in the Quick Actions in the Salesforce Classic Publisher section, and have saved the layout, the Salesforce1 and Lightning Experience Actions section inherits the actions from the Quick Actions in the Salesforce Classic Publisher section, plus any standard or custom buttons present on the layout, when you click to override.