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 |
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:
-
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
.
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
.
