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.
Required Editions
Available in: both Salesforce Classic
and Lightning Experience
Quick actions available in: Group, Professional, Enterprise,
Performance, Unlimited, Contact Manager, Database.com,
and Developer Editions
Custom canvas actions available in: Professional (with Canvas enabled),
Enterprise, Performance, Unlimited, and Developer
Editions
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
However, the order of the actions from the global page layout aren’t respected on those
record pages.
When you click to override the
predefined actions in the Salesforce Mobile and Lightning Experience Actions section, the
custom buttons in the buttons section of the page layout aren’t automatically included in
the action list. You must add the custom buttons as actions from the Mobile &
Lightning Actions category in the palette.
After you customize the Salesforce Mobile and Lightning Experience Actions section of an
object’s page layout, the actions in each section of the record page respect the ordering of
its types of actions on the page layout. For example, actions in the page-level actions menu
appear in the order that you configure them in the Salesforce Mobile and Lightning
Experience Actions section on the page layout. And actions in the Chatter and Activity tabs
reflect the order of the actions supported for those tabs on the page layout.
The Global Actions menu () 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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