Tell Me More: Actions

• If you add an action to a page layout, but a user assigned to the profile that uses that page layout can’t see the action either in the full Salesforce site or in the Salesforce app, it might be because:
  • If it’s a create action, the profile might not have access to create the record type of the action.
  • The user doesn’t have both Read and Edit permission on the action’s relationship field. The relationship field is the field that’s automatically populated on the target object when a user creates a record using an action. For example, for an action on a case that lets users create child cases, the default relationship field is Parent Case. To be sure that users can see the Create Child Case action, check that they have both Read and Edit permissions on the Parent Case field.
• You can remove a required field from the action layout, but make sure that the field has a predefined value. Otherwise, users can’t create records.

For more tips, see Action Guidelines and Best Practices.