How to Create Global Publisher Layouts in Salesforce

In Salesforce CRM, efficient data entry and user experiences are essential for managing businesses, and one useful tool for doing that in Salesforce is Global Publisher.

This feature empowers Salesforce admins to create unified, user-friendly interfaces, enhancing productivity and user experience. In this Salesforce tutorial, we will discuss how to create Global Publisher Layouts in Salesforce Lightning and Salesforce Classic.

What are Global Publisher Layouts in Salesforce?

In Salesforce, Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. These layouts allow Salesforce administrators to create a unified set of actions that can be accessed consistently throughout the Salesforce environment.

 In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages like the Home page and Chatter page. 

Create a Global Publisher Layouts in Salesforce Lightning

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

1. Navigate to the Setup page of Salesforce Lightning, and for that, click on the gear icon in the top-right corner and select “Setup“.

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

Create a Global Publisher Layout

3. On the setup page of Publisher Layouts, go to the section Global Publisher Layouts and click on the New button to create a global publisher layout.

Create a new Global Publisher Layout in Salesforce

4. In this window, we can see that there is an option to clone the publisher layout with the existing one, and for that, select one from the Existing Global Publisher Layout dropdown list.

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If you don’t want to clone from the existing publisher then select none.

Salesforce Lightning Global Publisher Layout

5. In the field Publisher Layout Name, enter the name for the new publisher layout and in this example, I have named it as Action Center Layout.

Salesforce Global Publisher Layout in Lightning

6. After this, click on the Save button.

7. As we click on the Save button, the page layout setup will open, and here, we can add the necessary actions from the available actions and fields to the layout.

These can include standard and custom actions relevant to the object.

Global Publisher Layout in Salesforce Lightning

8. After arranging the configuration according to your requirements, click on the Save button.

Global Publisher Layout Actions in Salesforce Lightning

Now, the Global Publisher Layout will be created, and we can view it in the Global Publisher Layouts.

Custom Global Publisher Layout in Salesforce

In this way, we create Global Publisher Layouts in Salesforce Lightning by following the above steps.

Create a Global Publisher Layouts in Salesforce Classic

To create global publisher layouts in Salesforce Classic, switch to the Salesforce Classic edition and follow the below steps.

1. On the Home page of Salesforce Classic, click on the Setup tab.

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

Salesforce Classic Global Publisher Layout

3. In this window, click on the New button to create a global publisher layout.

4. If you have to clone a publisher layout, select one from the Existing Global Publisher Layout dropdown list.

If you don’t want to clone from an existing global publisher, select it as a None.

Existing Global Publisher Layout in Salesforce Classic

5. Now, we will enter the name for the new global publisher layout in the field Publisher Layout Name. In this example, I have named it as Action Sync Layout.

Create a Global Publisher Layout in Salesforce Classic

6. After entering the name of the global publisher layout, click on the Save button.

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7. As we click on the Save button, the page layout setup will open, and here, we can add the necessary actions from the available actions and fields to the layout.

These can include standard and custom actions relevant to the object.

Salesforce Global Publisher Layout actions

8. After arranging the configuration according to your requirements, click on the Save button.

Custom Global Publisher Layout in Salesforce Classic

Now the Global Publisher Layout will be created and we can view it in the Global Publisher Layout window as shown in the below picture.

Global Publisher Layout Actions in Salesforce Classic

In this way, we can create Global Publisher Layouts in Salesforce Classic by following the above steps.

Conclusion

Global Publisher Layouts in Salesforce offer administrators a powerful tool to enhance the user experience and maintain consistency throughout the platform. By following the steps in the above example, you can implement this feature to create enhanced interfaces according to the requirements of your organization.

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