Global Quick Actions

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Note Global quick actions aren’t context-aware, so fields can’t be populated with information from the current page. Instead, add the appropriate quick action to a page to specify predefined fields.

Global actions live on a special layout of their own, known as the global publisher layout. The layout isn’t associated with an object, and it populates the global actions menu in Lightning Experience. Users can access the global actions menu by clicking in the Salesforce header.

Check out this video to see how global actions work.

If an object page layout isn’t customized with actions, the actions on those object record pages are inherited from the global publisher layout.

You can do lots of different things with global quick actions.

• To let users send emails from anywhere in Lightning Experience, add a Send Email action to the global layout. Add a Send Email action to any page layout for objects that are enabled for activities. Global Send Email actions are supported only in Lightning Experience. You can’t add a global Send Email action to the Cases layout or use the action with cases.
  

  Note To let users send emails from anywhere in Lightning Experience, keep a Send Email action on the global publisher layout, in the Salesforce Mobile and Lightning Experience Actions section.
• To let users record call details, add Log a Call actions to global layouts. For example, users can log calls from global pages in Salesforce Classic, such as the Home page and the Chatter tab, or in the Salesforce mobile app from the Feed or Groups pages. In Lightning Experience, Log a Call actions on global layouts display in the Global Actions menu.

  If you have multiple Log a Call actions and use simpler task forms on the Salesforce mobile app, mobile users see the first valid Log a Call action listed for the mobile publisher layout.

• Use a Visualforce page, Lightning component, or a canvas app to create global custom actions for tasks that don’t require users to use records that have a relationship to a specific object. Canvas apps that you want to use as custom actions require Publisher as a location. Visualforce pages that you want to use as global custom actions can’t use standard controllers. For example, you want a custom action that lets users enter a street address and see a map, the local time, and the local weather. For this action, create a Visualforce page that doesn’t use any of the standard controllers, and add it as a custom global action.
• You can also use a global Create a Record quick action to enable your Salesforce for Outlook users to create records directly from the Salesforce side panel.

Note

• Chatter groups with customers don’t support global create, log a call, or custom actions and display only standard Chatter actions, such as Post, File, Link, and Poll.
• Actions to create records for an object that is the detail object in a master-detail relationship must be object-specific, not global.

• Create Global Quick Actions
  You can add global actions to any page that supports actions, like the Home page, the Chatter tab, object pages, and custom Lightning app pages. For example, add a Log a Call action to global layouts so users can record call details right from a Chatter thread.