Enabling actions in the publisher lets you add actions that you’ve created to the
Chatter publisher. Actions appear on the Home page, on the Chatter tab, in Chatter groups,
and on record detail pages.
Required Editions
Available in: Salesforce Classic
Available in: Group, Professional,
Enterprise, Performance, Unlimited,
Contact Manager, Database.com, and
Developer Editions
User
Permissions Needed
To enable actions in the Chatter publisher:
Customize Application
By default, the Salesforce Classic Chatter publisher includes the standard actions
Post, File, Link, Poll, Question, and Thanks. With the actions in the publisher
setting enabled, you can include nonstandard actions in the Chatter publisher too.
Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile
Smart Actions.
In organizations created after the Winter ‘14 release, actions in the publisher is
enabled automatically.
From Setup, enter Chatter Settings in the
Quick Find box, then select Chatter
Settings.
Click Edit.
Select Enable Actions in the Publisher.
Although the Enable Actions setting appears in Lightning Experience, it has no
effect there.
Click Save.
Note You aren’t required to enable actions in the publisher to use them in the
Salesforce app or in third-party apps. See Actions
With and Without Chatter for more information.
Set Up Actions with Chatter Enabled Global and object-specific actions enhance the Chatter experience for your users in Salesforce Classic and in the Salesforce app.
Set Up Actions Without Chatter Enabled You can set up object-specific and global actions for the Salesforce mobile app or third-party apps, even if your org doesn’t have Chatter enabled.
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