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I'm trying to add and customize global actions in the global actions menu. Originally the default "New Task, New Note, New Event, and Log a Call" appeared here. But I wanted to replace these with two new global actions: New Lead and New Account. I added these actions to the Salesforce1 and Lightning Experience Actions section on Publisher Layouts. Why aren't they showing up? My profile is a System Administrator.

 

New Global Actions not showing up in Publisher Layout Action Menu

 

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1 answer
  1. Dec 1, 2016, 3:48 AM
    Hi John,

     

    Currently there are limitations with the type of actions supported in LEX. I am also waiting for the custom action support in the global action menu.

     

    These types of global actions are supported in the menu: Log a Call and Create a Record quick actions that point to the Events, Notes, and Tasks objects. Refer to the link below:

     

    https://trailhead.salesforce.com/en/lex_migration_customization/lex_migration_customization_actions#.Tdxn4tBK-heading4

     

    Regards,

     

    Shekhar
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