Salesforce App Admin Guide
jActions with and without Chatter
Use actions regardless of whether Chatter or actions in the publisher are
enabled.
| Available in: both Salesforce Classic and Lightning Experience |
|
Quick actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions Custom canvas actions available in: Professional (with Canvas enabled), Enterprise, Performance, Unlimited, and Developer Editions |
The actions that are available in the full Salesforce site or in the Salesforce mobile app depend on your org’s settings. To enable or disable Chatter for your organization, from Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. If Chatter is enabled, the Enable Actions in the Publisher option controls whether the actions that you create display in the Chatter publisher.
| Chatter Off, Actions Off | Chatter On, Actions Off | Chatter On, Actions On | |
|---|---|---|---|
| You can create global actions and customize global action lists | Yes | Yes | Yes |
| You can create object-specific actions and customize object-specific action lists | Yes | Yes | Yes |
| Actions appear on the Home page and Chatter home page in the full Salesforce site | No | Yes1 | Yes |
| Actions appear in object feeds in the full Salesforce site | No | Yes1,2 | Yes2 |
| The action bar is available in the the Salesforce mobile app feed | No3 | Yes4 | Yes |
| The action bar is available on the record view in the Salesforce mobile app | Yes5 | Yes6 | Yes6 |
| The action bar is available on Lightning pages in the Salesforce mobile app | Yes5 | Yes | Yes |
Footnotes:
- If actions in the publisher aren’t enabled, only standard Chatter actions (Post, File, Link, Poll, and Thanks) appear in the Chatter publisher in the full Salesforce site.
- The Chatter feed appears on an object’s detail page in the full Salesforce site only for objects that have feed tracking enabled.
- When Chatter is disabled, the Feed item isn’t available in the Salesforce mobile app.
- When Chatter is enabled but actions in the publisher aren’t, standard Chatter actions and nonstandard actions appear in the Salesforce mobile app action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- When Chatter and actions in the publisher are disabled, only nonstandard actions appear in the action bar in the Salesforce mobile app or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- If feed tracking isn’t enabled on an object, only nonstandard actions appear in the Salesforce mobile app action bar and in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.