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.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, Database.com, and Developer Editions |
Mobile smart actions are populated with all your org’s required fields on the relevant object, regardless of how many fields there are. For example, the New Case action in the mobile smart action bundle includes all required case fields. You can’t edit the fields on mobile smart actions. The fields that appear change only if you change which fields on an object are required.
You also can’t change which actions are included as part of a mobile smart actions bundle—removing New Event or adding a custom action, for example. To create a more customized set of actions, create the actions you want, add them to the relevant page layouts, and remove the mobile smart actions bundle.
Mobile smart actions appear as a single action element in the page layout editor. In the Salesforce mobile app, the Mobile Smart Actions element expands to distinct create actions that enable users to create records directly from the action bar.
Here’s what the mobile smart action element on each supported object expands to include. The actions appear in the action bar and menu in the order shown.
| Layout | Actions Included in Mobile Smart Action Bundle |
|---|---|
| Global layout (also applies to custom objects) |
|
| Account |
|
| Case |
|
| Contact |
|
| Lead |
|
| Opportunity |
|
