Create a Mobile Publisher Project for Salesforce App
- From Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.
- Click Create New App.
- Choose the Salesforce mobile app to brand (only one app can be branded per org).
- Enter a name for the Mobile Publisher project. You can’t edit the project name after you set it. (This name is for...
How do I set up Salesforce mobile publisher?
Note Your organization must license Salesforce Mobile Publisher in order to use the feature. Contact your Salesforce sales rep for more information. From Setup, enter Mobile Publisher in the Quick Find box, then select Mobile Publisher.
How do I create a contract in Salesforce classic publisher?
From Setup, enter Publisher Layouts in the Quick Find box. Under Global Actions, select Publisher Layouts, then, next to Global Layout, click Edit. Select Quick Actions (1), then click New Contract (2), and drag it to the Quick Actions in the Salesforce Classic Publisher section (3).
How to override global publisher layout in Salesforce classic publisher?
Scroll to the Quick Actions in the Salesforce Classic Publisher section, and click override the global publisher layout (2). Now you see the actions that are available in the group publisher, including the Announcement action.
What is the mobile publisher in Salesforce Lightning?
We created the Mobile Publisher to be simple enough for Salesforce admins to transform an existing Lightning Community into a mobile app for iOS or Android. All we require is a one-page form completed with your app details — such as a description and metadata, an app icon, and splash screen images.
What is publisher in Salesforce?
The publisher actions feature lets you create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter groups, and on record detail pages. You can also customize the order in which the standard Chatter actions appear, including Post, File, Link, and Poll.
What is a 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 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 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 enable email publisher in Salesforce?
Contact your admin to enable the email publisher."....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 chatter publisher in Salesforce?
By default, the Salesforce Classic Chatter publisher includes the standard actions Post, File, Link, Poll, Question, and Thanks. With the actions in the publisher setting enabled, you can include nonstandard actions in the Chatter publisher too.
How do I create a global action 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 create an object specific action in Salesforce?
We maintained certain terms to avoid any effect on customer implementations.From the management settings for the object for which you want to create an action, go to Buttons, Links, and Actions.Click New Action.Select the type of action to create.Customize the action. ... Enter a label for the action.More items...
What is action layout Salesforce?
Just as object record pages have page layouts that can be customized, actions have action layouts that can be customized. You can add, remove, or reorder fields on the action layout to present only the essential items your users need when they're taking the action.
What is email publisher in Salesforce?
The Salesforce Side Panel Publisher is a menu that lets Users create Accounts, Cases, Contacts, Leads, Opportunities or custom objects records directly from the side panel.
What is mobile publisher Salesforce?
Use Mobile Publisher to create a customized and branded mobile app of a Salesforce Lightning app or Experience Cloud site. When your users can identify the app with your brand, they're more likely to use it, which increases adoption.
What is global action 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.
Mobile Publisher for Experience Cloud builds, publishes, and manages branded mobile apps for Salesforce customers and partners
As a product leader at Salesforce, I am proud to work with leading companies around the world. Brands across every industry prioritize delivering amazing experiences to their customers and partners across channels — from the very first interaction, to ongoing brand advocacy.
Customers drive innovation
This success is driven by our customers and their feedback. They are the inspiration behind all of our innovation.
What is Mobile Publisher for Experience Cloud?
Research shows that 3.3 out of six hours of daily internet usage are spent on mobile devices. That’s more than half! These always-connected consumers demand to engage with a brand whenever they feel like pulling out their phone.
Full mobile app functionality
In addition to making it fast and easy to build beautiful apps, Mobile Publisher for Experience Cloud automatically updates and publishes any change you make to the desktop version of your digital experience to your mobile app. You can ensure your digital experiences are consistent, no matter how your customers access them.
Mobile Publisher for Experience Cloud includes
Pixel-perfect branding: Brand your app with a custom app icon, splash screen, and app name.
