About Global Quick Actions

Global create actions enable users to create object records, but the new record has no direct relationship with other records. Actions tied to specific objects are only accessible from those objects’ record pages; however, global actions can be added to any supported objects’ page layouts as well as to global layouts, so they’re very useful for quickly creating records.

Creating Global Quick Actions

You create global actions in a different place in Setup than you create object-specific actions. To create a global action, from Setup, enter Actions in the Quick Find box, then select Global Actions. They’re called global actions because they can be put anywhere actions are supported.

The Global Publisher Layout

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page. Lightning Experience also uses these layouts to populate the Global Actions menu. And in the Salesforce app, 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.

In the Salesforce app, global actions appear in the action bar and action menu on pages to which the global publisher layout applies. Before our global action will show up either in the full Salesforce site or in the app, we need to add it to the global publisher layout.