trailhead

Learning Objectives

After completing this unit, you’ll be able to:
  • Understand where actions display in Lightning Experience
  • Understand how actions are ordered in Lightning Experience

Actions and Lightning Experience

Actions enable users to do more in Salesforce, such as create or update records and log calls.

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.

If you’re not familiar with actions, take some time to review these action units, which are part of the Salesforce Mobile Basics Trailhead module. They’re couched in the context of the Salesforce mobile app, but can give you an overview of what actions are and how they work.

Actions in Lightning Experience

In Lightning Experience, actions display in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear in several places on a record page. Where actions appear on a record page depends on the action’s type.

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.

Global Actions menu in Lightning Experience

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 associated with objects that aren’t supported in Lightning Experience don’t appear in the Global Actions menu. Also, the Global Actions menu doesn’t support the standard Chatter actions Post, File, Poll, Link, Question, and Thanks.

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 List Views

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.

Actions in the Home Page Assistant

The actions that appear depend on the type of recommendation. The available actions include:
  • New Task
  • New Event
  • Edit
  • Email
After you complete an action, the related recommendation disappears from the Assistant.

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 the Chatter Page

Actions on Record Pages

Here’s a sample contact page in Lightning Experience.
Note

Note

The opportunity and leads workspaces have different structures, but actions appear in the same way on those pages.

Actions on Record Home
The page-level action menu in the record’s highlights panel (1) contains:
  • 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 actions that appear in the page-level action menu are listed in the order that they appear in the Salesforce Mobile and Lightning Experience Actions section of the page layout.

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.

Example

Let’s say you have these actions on your Contact page layout in the Salesforce Mobile and Lightning Experience Actions section.

Actions in the Page Layout Editor

You have quick actions (New Account, New Event, New Task), a productivity action (Call), standard buttons (Edit, Delete, Clone, Send an Email), and Chatter actions (Poll, Post). Here’s how those actions appear on a contact record page in Lightning Experience.
  • 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.
    Actions in the Page-Level Menu
  • The Chatter actions from the front of the action list are on the Chatter tab.
    Actions on the Collaborate Tab
  • The Activities-related actions—Email, New Event, New Task—display on the Activity tab.
    Actions on the Activities Tab

How Actions Are Ordered in Lightning Experience

In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object. The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.
If you haven’t customized the Salesforce Mobile and Lightning Experience Actions section of an object’s page layout, the quick actions that appear on the object’s record pages are derived from:
  • The actions on the global publisher layout
  • Standard and custom buttons in the buttons section of the object page layout

If you customize the Salesforce Mobile and Lightning Experience Actions section, the standard and custom buttons in the buttons section of the page layout aren’t automatically included in the action list. You must add the buttons as actions from the Mobile & Lightning Actions category in the palette.

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 (Global Actions menu icon) 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.

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