How to Add Actions to Global Publisher Layouts in Salesforce

In Salesforce, Global publisher layouts determine the global actions that appear in the various Salesforce interfaces, and adding actions to global publisher layouts enhances the functionality of these page layouts.

These layouts are customizable, enabling organizations to modify them according to their specific needs and workflows. Though Salesforce provides a set of standard actions, we can also add custom actions to the global publisher layout according to our business requirements.

As a system admin, you might also be aware of the modifications in publisher layouts. In my case, I was also assigned to edit the actions of a publisher layout, and there I had to add additional actions other than the default ones.

In the tutorial, I will explain the method of adding Actions to Global Publisher Layouts in Salesforce Lightning and Salesforce Classic with the help of a couple of examples.

What are Actions in Salesforce Global Publisher Layouts

In Salesforce, global publisher layouts allow users to perform various actions within the Salesforce platform. Many default actions are provided by Salesforce, and we can also add actions to global publisher layouts.

The actions can be defined as specific tasks or operations that users can perform on records. Global Actions are a type of action that can be accessed from different places within Salesforce, providing a more streamlined and efficient user experience.

Considerations:

Below are the considerations that we should be aware of while using the actions for publishers in Salesforce.

  • If you are adding too many actions, then it can cause the page to load slowly, it is recommended not to include more than nine actions total in each publisher, including any standard actions.
  • In Salesforce Classic, if you include five or more actions in the actions section of a page layout, three are shown, and the rest are added to the publisher’s More menu. If you include four or fewer actions, they’re all shown.
  • For Lightning addition add the action components in the section Salesforce Mobile and Lightning Experience Actions.
  • For the Salesforce Classic edition add the action components in the section Quick Actions in the Salesforce Classic Publisher.
  • We cannot add Quick actions components to the section of Lightning publisher, and in the same way, we also cannot add Mobile & Lightning action to the section of Classic publisher.
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Add Actions to Global Publisher Layouts in Salesforce Lightning

To add actions to global publisher layouts in Salesforce Lightning, log in to your developer account and follow the below steps.

1. First, navigate to the Setup of Salesforce Lightning, and for that, click on the Gear icon at the tip of the window, then select the option Setup.

2. On the Setup page of Salesforce Lightning, go to the Quick Find box and search, then select Publisher Layouts.

Add Actions to Global Publisher Layouts in Salesforce

3. In the Global Publisher Layouts window, click on the Edit button of the Publisher Layout in which you have to add actions. In this example, I have selected the layout named Action Center Layout.

Salesforce Lightning add action to publisher layout

4. On the setup page of the publisher layout, go to the section Salesforce Mobile and Lightning Experience Actions then click Override the predefined actions.

Salesforce Lightning override actions in Publisher Layouts

5. Click on Mobile & Lightning Actions at the top then drag the available Action tabs to the section Salesforce Mobile and Lightning Experience Actions.

In this example, I have added the action Send Messages to the Salesforce Mobile and Lightning Experience Actions.

Add Actions to Global Publisher Layouts in Salesforce Lightning

6. After adding the required action click on the Save button to apply changes.

Add Lightning Actions to Publisher layout in Salesforce

As we click on the Save button, the changes will be applied to the global publisher layout, and if you navigate without saving, then changes won’t reflect on layouts.

In this way, we can add actions to the publisher layout in the Salesforce Lightning with the help of the above steps.

Add Actions to Global Publisher Layouts in Salesforce Classic

To add actions to global publisher layouts in Salesforce Classic, First switch to the Salesforce Classic edition then follow the steps below.

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1. Navigate to the setup page of Salesforce Classic, and for that, click on the Setup tab that is on the upper right side of the window.

2. On the setup page of Classic, go to the Quick Find box in the left sidebar and search, then select Publisher Layouts under the heading Global Actions.

Salesforce Classic add actions to publisher layout

3. In this step, go to the section Global Publisher Layouts and click on the Edit button of the publisher layout in which you have to add actions.

In this scenario, I have selected the publisher layout named Action Sync Layout.

Add Quick Action to Publisher layout in Salesforce Classic

4. In the edit window of the publisher layout, first click on Quick Actions at the top then drag an action component to the section Quick Actions in the Salesforce Classic Publisher.

In this example, I have added the quick action New account to the publisher layout.

Add Quick Action to Publisher layout in Salesforce

5. After adding the action to the global publisher layout click on the Save button.

Salesforce Classic add quick actions to publisher layout

As we click on the Save button, the action will be added to the selected global publisher layout.

In this way, we can add an action to the layout of a global publisher by following the above steps.

Conclusion

Adding custom actions to global publisher layouts in Salesforce is a way to enhance user experience and optimize business processes, and by following the above examples, you might have good insights into the method to add actions to global publisher layouts in Salesforce.

We have discussed the method of adding actions to publisher layouts in Salesforce Lightning and Salesforce Classic as well, and along with that, we also came to know about the uses of custom actions in publisher layouts.

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