How to Assign Global Publisher Layouts to Profiles in Salesforce

In Salesforce, we have a feature of feature of the global publisher layout that contributes to this efficiency by enhancing the user experience and business processes.

By assigning global publisher layouts to user profiles, administrators can customize the user interface, ensuring that each user sees the information and actions that are relevant to them.

In this tutorial, we will discuss the process of Assigning Global Publisher Layouts to user profiles in Salesforce Lightning and Salesforce Classic.

Global Publisher Layouts Assignments in Salesforce

Before assigning the profiles to the publisher layouts, let’s understand the concept of Global Publisher Layout in Salesforce. These layouts determine which actions and fields are displayed on the Chatter publisher in the Salesforce user interface.

By assigning these layouts to specific user profiles, organizations can ensure that users have easy access to the actions and information they need, ultimately improving their workflow.

Assign Global Publisher Layouts to User Profiles in Salesforce Lightning

To assign Global Publisher Layouts to user profiles in Salesforce Lighting, log in with your Salesforce admin account and follow the below steps.

1. Navigate to the Setup page of Salesforce Lightning, and for that click on the Gear icon on the top then select the option Setup in dropdown.

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

Assign publisher layouts to user profile in Salesforce

3. In the setup window of Publisher Layouts go to the section Global Publisher Layouts and click on the button Publisher Layout Assignment.

Publisher Layout Assignment in Salesforce

4. In this step, click on the Edit Assignments.

Edit Assignments for Publisher layouts in Salesforce

5. From the dropdown field Publisher Layout To Use select the global publisher layout that you have to assign to the user profiles.

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In this example, I have selected the publisher layout named Action Center Layout.

Salesforce Lightning Assign Users to Publisher Layouts

6. After selecting the publisher layout, select the user’s profiles under the profiles column with right-click + shift key.

Select Profiles to assign Publisher layouts in Salesforce

7. When you select the profiles by pressing the shift key then the profiles will be selected in the continuation and to deselect the in-between profiles use right-click + Ctrl key.

Publisher Layout Assignment in Salesforce Lightning

8. At last click on the Save button.

As we click on the Save button the selected global publisher layout will be assigned to the selected user profiles.

In this way, we can assign the global publisher layout to the user profiles in the Salesforce Lightning.

Assign Global Publisher Layouts to User Profiles in Salesforce Classic

To assign Global Publisher Layouts to User Profiles in Salesforce Classic, switch to the Salesforce Classic edition then follow the below steps.

1. On the home page of Classic, click on the Setup tab on the upper right side of the window.

2. In the setup window of Salesforce Classic, go to the Quick Find box and search then select Publisher Layouts under the heading Publisher Layouts.

Salesforce Classic Assign Users to Publisher Layouts

3. In this step, go to the section Global Publisher Layouts and click on the button Publisher Layout Assignment.

Assign Global Publisher layout to user profile in Salesforce

4. In the Global Publisher Layout window, we can see the table below shows the Global assignments for different user profiles.

Here click on the button Edit Assignment.

5. From the dropdown Publisher Layout to Use, select the user publisher layout that you have to assign to the profiles.

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In this example, I have selected the global publisher layout Async Action Layout to assign it to the profiles.

6. From the Profiles column select the profiles with the help of the shift key + right-click.

Salesforce Classic Assign profiles to Publisher layouts

7. When you select the profiles in the previous step, they will be selected in the continuation and to deselect the in-between profiles use the key Ctrl + right-click.

Assign Global Publisher layout to user in Salesforce

8. After selecting the profiles click on the Save button to assign the selected publisher layout.

Assigned Profiles to the Global Publisher Layout in Salesforce

As we can in the above image profiles are assigned to the selected publisher layout.

In this way, we can assign profiles to the publisher layout in Salesforce Classic with the help of the above examples.

Conclusion

Customizing Global Publisher Layouts and assigning them to specific user profiles is helpful for organizations to optimize their Salesforce experience and by following the steps in the above examples you might have good insights on how to Assign Global Publisher Layouts to User Profiles in Salesforce.

By modifying the user interface to individual roles and responsibilities, administrators can ensure that users have quick and easy access to the actions and information they need.

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