Understand How Actions Work in Lightning Experience
Actions and Lightning Experience
Next, we go over where you can find actions, which actions are and aren’t supported, and how the customizations you’ve made to actions on a page layout affect how they display in Lightning Experience.
Actions in Lightning Experience
Actions in the Global Actions Menu
The Global Actions menu displays a subset of global actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
The items in the menu appear in the order that they’re listed in the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
Actions on List Views and List View Items
Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed. To have a custom button appear on a list view, add the button to the object’s List View search layout.
In the Kanban view, only the standard New action is supported.
List view items support only specific standard actions, like Edit, Delete, or Change Owner.
For Tasks, table format list views and the Kanban view support only standard buttons. Tasks list view items in table view and the task item detail pane in split view contain the complete list of available actions for tasks.
Actions on the Home Page
On the Home page, you can find actions on recommendations in the Assistant. For example, imagine that a sales rep receives an update that an opportunity doesn’t have any open activity. The rep can create a task or event directly from the recommendation.
- New Task
- New Event
Actions on the Chatter Page
The Chatter page, like the Chatter tab on record pages, contains only standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. You can add, remove, or reorder the actions on the Chatter page from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
Actions on Record Pages
- Productivity actions
- Global and object-specific quick actions, except for those actions related to creating tasks, creating events, and logging calls
- Standard buttons
- Custom object-specific Lightning component quick actions
- Custom flow actions
- Custom Visualforce quick actions
- Custom Visualforce buttons
- Canvas actions
The Activity tab (2) contains Create a Record quick actions that point to the Event and Task objects. It also contains Log A Call and Send Email actions.
The Chatter tab (3) contains standard Chatter actions. By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. Some objects support other standard Chatter actions predefined by Salesforce.
Actions on Related Lists
Related lists in Lightning Experience (4) show custom list buttons and supported standard buttons assigned to the related list. Not all related list standard buttons are supported in Lightning Experience.
Actions on Reports
Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout. However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.
Let’s say you have these actions on your Contact page layout in the Salesforce Mobile and Lightning Experience Actions section.
- The actions in the page-level action menu are a combination of the quick actions, productivity actions, and standard buttons. These actions appear in the order that they’re listed on the page layout. Although they’re quick actions, New Event and New Task don’t show up here.
- The Chatter actions from the front of the action list are on the Chatter tab.
- The Activities-related actions—Email, New Event, New Task—display on the Activity tab.
How Actions Are Ordered in Lightning Experience
- The actions on the global publisher layout
- Standard and custom buttons in the buttons section of the object page layout
After you customize the Salesforce Mobile and Lightning Experience Actions section of an object’s page layout, the actions in each section of the record page respect the ordering of its types of actions on the page layout. For example, actions in the page-level actions menu appear in the order that you configure them in the Salesforce Mobile and Lightning Experience Actions section on the page layout. And actions in the Chatter and Activity tabs reflect the order of the actions supported for those tabs on the page layout.
The Global Actions menu () in the Lightning Experience header displays all global quick actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout, except the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.