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            Customize Actions with the Enhanced Page Layout Editor

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            Customize Actions with the Enhanced Page Layout Editor

            Use the page layout editor to customize which actions show up in Salesforce and in the Salesforce mobile app.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions
            User Permissions Needed
            To create actions: Customize Application
            To customize action layouts and page layouts: Customize Application
            To view page layouts: View Setup
            Tip
            Tip To manage the actions for global pages, such as Home, Chatter Home, and Chatter groups, see Global Publisher Layouts.

            From the management settings for the object whose actions you want to manage, go to Page Layouts.

            You can add actions to two sections on a page layout:

            Quick Actions in the Salesforce Classic Publisher This section can contain actions only from the Quick Actions category in the palette. Actions in this section appear in the Chatter publisher in Salesforce Classic.
            Salesforce Mobile and Lightning Experience Actions This section can contain actions only from the Mobile & Lightning Actions category in the palette. On object page layouts, the Mobile & Lightning Actions category contains all available types of actions for the object, including quick actions, productivity actions, Lightning component actions, and standard and custom buttons. Actions in this section appear in the action bar and action menu in the Salesforce mobile app and in various areas of Lightning Experience.
            Tip
            Tip Hover over an action in the palette to see its label, API name, and action type.
            • To override the action defaults for an action section that you haven’t customized, either click the override text or hover over the section and click override global publisher layout.

              If you haven’t customized the Quick Actions in the Salesforce Classic Publisher section of a page layout, the actions that appear in the publisher for that object default to the actions that are assigned to the global publisher layout. Upon overriding, the actions default to the standard actions—Post, File, Link, Poll, Question, and Thanks—regardless of what actions were assigned to the global publisher layout.

              If you haven’t customized the Salesforce Mobile and Lightning Experience Actions section of a page layout, the actions for that object default to a set of predefined actions. If you have customized actions in the Quick Actions in the Salesforce Classic Publisher section, and have saved the layout, the Salesforce Mobile and Lightning Experience Actions section inherits the actions from the Quick Actions in the Salesforce Classic Publisher section, plus any standard or custom buttons present on the layout, when you click to override.

            • To revert the actions in either section to the defaults for that section, hover over the section and click revert to global publisher layout.

            See Also

             
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