In Salesforce, when the sales team needs to log calls, create tasks, or add new contacts while working on any record, such as any standard or custom object.
For example, a user working on the account object needs to create a task for a different object. To do this, they need to navigate to that particular object, which means they need to switch between multiple pages to perform actions like these.
Now, what if we create an action that allows us to perform the above tasks without leaving the current page? For that, we have the global actions feature in Salesforce.
In this article, we will learn about global actions and publisher layout in Salesforce. In this, I will explain how to create global actions for task creation without switching screens and how to add these actions to the publish layout for use.
Global Actions and Publisher Layout in Salesforce
Below, I will explain about global actions and publisher layout in Salesforce, which are very useful for performing quick actions such as creating records, logging calls, or sending emails without leaving the current page.
Global Actions in Salesforce:
Global Actions in Salesforce are like a button that we can add to the Salesforce UI, allowing us to perform common actions like creating a record, logging a call, sending an email, or creating a task from anywhere in Salesforce, without going to a specific object or page.
For example, even if we are on the home page or any object, we can use a global action to create a new contact, opportunity, or task quickly.
We also have quick actions in Salesforce, which are object-specific actions. This means that when we create an object-specific action, it can be added only to that particular object’s page layout.
For example, if we create a ‘New Case‘ action on the account object, it will only be available when a user is working on an Account record.
Publisher Layout in Salesforce:
After creating the global action, we need to add it to the publisher layout to access it. Once we add the created global action to the publisher layout, the action will appear in the global actions menu, and users can use it directly from there.
Create Global Actions in Salesforce
Below, I will explain how to create global actions in Salesforce to quickly perform tasks such as creating records, logging calls, or sending emails from anywhere in Salesforce without navigating to a specific object.
On the Setup Page, go to the Quick Find box, search, and then select Global Actions.
Click the New Action button in the Global Actions setup window.