1. Customize the User Interface15 mins
If you’ve already created and used actions in your organization, you’re familiar with how they work in Salesforce Classic. If you’ve used our mobile apps, you’ve seen how they work in the Salesforce mobile app. In Lightning Experience, instead of showing up in one place—like the Chatter publisher or the Salesforce mobile app action bar—actions are split into different areas.
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 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 page layout.
Actions on List View Items
Except for the Tasks object, only standard button actions are supported on list view items. Items in Tasks list views contain the full list of actions available 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 (beta)
- 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 (4) contain the standard buttons normally found on related lists. Usually, it’s simply the New button.
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
- The actions on the global publisher layout
- Standard and custom buttons in the buttons section of the object page layout
The actions in each section of the record page respect the ordering of its types of actions 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.