Slaesforce FAQ

can salesforce global publisher layout be migrated by ant

by Mr. Abdullah Stokes II Published 2 years ago Updated 2 years ago

What is Ant Migration Tool in Salesforce?

Ant Migration Tool The Ant Migration Tool is a Java/Ant-based command-line utility for moving metadata between a local directory and a Salesforce org. The Ant Migration Tool is especially useful in the following scenarios.

What happened to the global action layouts after deployment?

We noticed that after a deployment, the Global Action layouts, as well the default values we had set for some fields didn't make to the target org. Going through the documentation, I wasn't able to find a specific Global Action metadata type -> Metadata Types

How to get global action layout from quickaction?

I managed to acquire Global Action Layout by retrieving QuickAction with the name of your global action. For example, using sfdx to retrieve NewCommunityCase Global Action: The QuickAction metadata I received has description of quickActionLayout with columns and items. Show activity on this post.

How do I retrieve and deploy Salesforce Metadata API?

Although you can write your own client applications for using Metadata API SOAP calls, Salesforce provides the Ant Migration Tool to retrieve and deploy Apex and metadata. Metadata API functions in a package-centric manner.

How do I deploy global actions in Salesforce?

Create a Global ActionFrom Setup, enter Actions in the Quick Find box, then select Global Actions.Click New Action.We want this action to create a new contact, so make sure the action type is Create a Record. ... In the Target Object dropdown list, select Contact.In the Label field, enter New Prospect .Click Save.

How do I override global layout in publisher?

To override your page layout so that it doesn't use the global publisher layout, click the "override the predefined actions" link in the Quick Actions in the Publisher section. You will then be able to drag actions from the Quick Actions section in the page layout palette into that section.

What is global publisher layout in Salesforce?

Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page.

Where is global publisher layout in Salesforce?

From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts. To create a new global publisher layout, click New. To clone a publisher layout, select one from the Existing Global Publisher Layout drop-down list.

What is global quick action in Salesforce?

You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they're on.

What are various global actions in Salesforce?

Global Actions in Salesforce allow users to log call details, create or update records, or send an email without leaving the page they're on. Global create actions allow users to create object records, and the new record has no direct relationship with other records.

What are the 4 types of publisher actions?

Publisher Actions in SalesforceThere are four general types of actions available in Salesforce. ... There are two ways to create actions. ... Enabling Publisher Actions and Layout for Chatter. ... Object-Specific Actions. ... Object-specific Create Actions. ... Object-specific log-a-call Actions. ... Object-specific Update actions.More items...

How do I remove global action from page layout?

You can change the Global Publisher Layout To remove "New Contact" action from the Home Page by following these steps:Enter Publisher Layout in the quick find box.Select Publisher Layout under Global Actions.Edit the Global Layout.More items...•

What is Outlook publisher layout in Salesforce?

Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you set up from Salesforce.

How do I enable email publisher in Salesforce?

Contact your admin to enable the email publisher." If you click on Feed Tab and then click "insert article as email", it will work....Workaround open a case as a system admin. Click on "Setup" (gear Icon). select "Edit Page" Highlight the "Tab" component. In the Tab's property, set "Default Tab" as "Feed"

What is compact layout in Salesforce?

A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.

What is ant migration tool?

The Ant Migration Tool is a Java/Ant-based command-line utility for moving metadata between a local directory and a Salesforce org. The Ant Migration Tool is especially useful in the following scenarios.

Can you migrate unmanaged packages to production?

Unmanaged packages should not be used to migrate components from a sandbox to production organization. Instead, use Change Sets. Managed package—A collection of application components that is posted as a unit on the AppExchange and associated with a namespace and possibly a License Management Organization.

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