Action Types
There are several categories of actions, such as standard Chatter actions, default actions, mobile smart actions, custom actions, and productivity actions. The types of actions that you see depend on the age and configuration of your org.
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 |
Which actions are available in the full Salesforce site depends on whether your org has Chatter, feed tracking, and actions in the publisher enabled. Actions in the Salesforce mobile app don’t rely on whether Chatter or actions in the publisher are enabled. For how Chatter enablement affects action visibility, see Actions With and Without Chatter.
- Standard Chatter Actions
Standard Chatter actions are available only when Chatter is enabled. 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. - Default Actions
Default actions are sets of predefined actions to get you and your users started using actions in your org. Add default actions to publisher layouts to make them available to your users in the full Salesforce site and the action bar in the Salesforce mobile app. - Mobile Smart Actions
Mobile smart actions are a set of preconfigured quick actions. They’re available for account, case, contact, lead, and opportunity pages and on the global publisher layout in the Salesforce mobile app. You can use them to set up quick actions for mobile users with little effort. - Productivity Actions
Productivity actions are predefined and attached to a limited set of objects. Productivity actions include Send Email, Call, Map, View Website, and Read News. Except for the Call action, you can’t edit productivity actions. - Quick Actions
Quick actions enable users to do more in Salesforce and in the Salesforce mobile app. With custom quick actions, you can make your users’ navigation and workflow as smooth as possible by giving them convenient access to information that’s most important. For example, you can let users create or update records and log calls directly in their Chatter feed or from their mobile device. - Mass Quick Actions
With mass quick actions, users can create or update up to 100 records from a list view or related list. Users can select one record in the list to update only that record, or multiple records to perform bulk updates. To help users understand the changes they’re making, the action window includes a Fields to update section when users update more than one record. - Actions in Lightning Experience
In Lightning Experience, actions appear in the Global Actions menu in the header, on related lists, and on list view items. Actions also appear on a record page, in one of several places depending on the action’s type. - Salesforce Mobile App Action Bar
The productivity actions, standard and custom record buttons, and quick actions appear in the action bar and the action menu.
