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.
In this window, enter the details below for the new global action.
- Select the action type from the available actions. In this example, I have selected the Create Record action.
- Select the Target Object for the action. For example, if we select the target object as a Task with an action type of “creates a record,” it will create a record in the Task object.
- Select the Standard Label Type as None to give a custom label to the global action. Then, enter the custom Label and the Name.
- Enter the success message for the global action, which will appear on the screen when the action is executed.
- At last, click on the Save button.
When we click on the Save button, the page layout of the target object appears on the screen. We need to add the fields to fill in details to create records. We can add or remove fields by dragging them to the canvas region.
After this, click on the Save button.
We have created the global action, and in the following steps, we will add it to the page layout to make it available to users.
Add Global Quick Action to the Global Publisher Layout in Salesforce
To add the global quick action to the publisher layout, navigate to Salesforce Lightning’s setup page and follow the steps below.
On the setup page, go to the Quick Find box, search, and then select Publisher Layouts.
In the Publisher Layouts setup, click Mobile & Lightning Actions, then drag the created global action to the Salesforce Mobile and Lightning Actions section.
After this, click on the Save button to apply the changes.
Now go back to the console and open any object tab. In the upper right corner of the window, you will see a “+” plus icon; click on it to view the global actions.
Here, the newly created global action Create a Task is displayed in the list of global actions.
As shown below, clicking on the Create a Task global action opens the task record page with the fields we added to the layout during global action creation in Salesforce.
After filling in the details, we can create a task record directly from any page in the Salesforce org, without navigating to the Task object.
This way, we can create global actions to perform any action without leaving the current page, and add the created global action to the global publisher layout to use them in Salesforce.
Conclusion
I hope you have got an idea about global actions and publisher layout in Salesforce. In this, I have explained how to create global actions for task creation without switching screens and how to add these actions to the publish layout for use.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
