About Publisher Actions
- Create actions let users create records. They’re different from the Quick Create and Create New features on the home page, because create actions respect validation rules and field requiredness, and ...
- Log a call actions let users record the details of phone calls or other customer interactions. These call logs are saved as completed tasks.
- Update actions let users make changes to a record from the record’s feed or from the publisher.
What are global actions in Salesforce publisher?
Use global actions to customize publisher layouts that appear on global pages, like the Home page and the Chatter page. Global actions also appear on publisher layouts in the Salesforce app. You can see them on the action bar and action menu on the Feed and People pages.
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 are publisher actions in chatter?
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 are actions in Salesforce Chatter?
Describe what actions are. Create an action. Add an action to the Chatter publisher. Customize the group publisher. Actions add functionality, like post, poll, and question, to the Chatter publisher. Actions let your users do more in Salesforce and the Salesforce app. Actions are all about productivity.
How do I enable actions in publisher in Salesforce?
Actions add functionality to the Chatter publisher and let your users do more in Salesforce across every device....From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings.Click Edit.In the Actions in the Publisher section, select Enable actions in the publisher.Save your changes.
What are the actions in Salesforce?
The standard Chatter actions are Post, Poll, Question, and Announcements (groups only). Salesforce Classic standard actions also include File, Link, and Thanks (WDC). Standard actions are supported in both the full Salesforce site and in the Salesforce mobile app.
Where is group publisher in Salesforce?
To open the group layout to changes, click Quick Actions (1) in the Group Layout palette. 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.
How do I use actions in Salesforce?
Required Editions and User PermissionsIn Setup, in the Quick Find box, enter the name of the object that you want to add actions to. ... Click New Action to see which types of actions are available.From the Action Type dropdown list, select the action to add. ... Enter a label and description for the action.Click Save.More items...
What are global actions in Salesforce?
Global actions let users create records, but the new record has no relationship with other records. And they're called global actions because they can be put anywhere actions are supported—on record detail pages, but also places like the feed or Chatter groups.
What is difference between action support and action function in Salesforce?
Action function can call the controller method from java script. 2. Action support adds AJAX support to another visualforce component and then call the controller method. Here action support adds AJAX to output panel, so once you click on output panel controller method will be called.
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.
What is group layout in Salesforce?
The group layout lets you customize which fields, buttons, actions, and lists appear in Chatter groups. Changes to the group layout affect all groups in your organization, but they appear only on the group pages in the Salesforce mobile app.
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.
How do actions work?
An action consists of a trigger event that causes the action to begin, a message and various parameters specifying what the action does, and one or more targets that perform the action. A typical trigger event can be a mouse click or simply hovering over a button (called a “mouse over”).
What are custom actions in Salesforce?
Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. For example, sales reps can select to show a filtered section of your price book or to direct users to an internal or external URL.
What is VF page action?
Salesforce provides a way to define logic before rendering a visualforce page by providing a special attribute called as 'action'. It is used to define Page-Load actions. This attribute is available for other visualforce tags but here we will be discussing action attribute in 'apex: page' tag.
How to add global actions to publisher?
From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings. Click Edit. In the Actions in the Publisher section, select Enable actions in the publisher. Click Save.
Why are actions important in Salesforce?
Actions are especially useful in the Salesforce app because they make it easy to create and edit records with a simple , mobile-optimized interface. By default, the Chatter publisher includes the standard actions Post, File, Link, Poll, and Question.
What is global action in Salesforce?
Use global actions to customize publisher layouts that appear on global pages , like the Home page and the Chatter page. Global actions also appear on publisher layouts in the Salesforce app. You can see them on the action bar and action menu on the Feed and People pages.
How to open group layout in Salesforce?
To open the group layout to changes, click Quick Actions (1) in the Group Layout palette. 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 productivity action in Salesforce?
Productivity actions are actions that Salesforce defines. They are attached to a limited set of objects. Productivity actions aren’t editable, nor can they be deleted. You can add actions to publisher layouts that appear on global pages, like the Home tab and the Chatter tab.
What are standard actions in chat?
Standard actions are actions that are automatically included when Chatter is enabled— such as Post, File, Link, and Poll. You can customize the order in which these actions appear, but you can’t edit their properties. Nonstandard actions are actions that you create and customize yourself.
Where do chatter actions come from?
Actions on the user profile page come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout. Only standard Chatter actions appear on the user profile page, regardless of which actions are present in the User Page Layout or the global publisher layout.
What is publisher action in chatter?
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. In addition, actions have their own action layouts, which let you specify which fields are included in the action, and in which order.
What is global create action?
Global create actions let users create object records, but there’s no automatic relationship between the record that’s created and any other record. You can add global actions to page layouts for the home page, the Chatter tab, Chatter groups, and record detail pages.
What is action in Salesforce?
Actions are about “getting things done” in Salesforce. They encapsulate a piece of logic that allows a user to perform some work, such as sending email. When an action runs, it saves changes in your organization by updating the database. Actions are easy to discover and use, and also easy to understand and implement.
Why do you create custom actions?
Custom action. You create custom actions because these actions require a definition. For example, to use an Apex action, create the Apex class method for the action. QuickAction.
