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Extend Salesforce with Clicks, Not Code
Assign Global Publisher Layouts to User Profiles

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Assign Global Publisher Layouts to User Profiles

After you finish creating a global publisher layout, you can assign it to different user profiles. For example, a Marketing User and a Standard User need different actions in the Chatter publisher or in the Salesforce mobile app. Create multiple global publisher layouts and assign them to different user profiles to customize the actions for each profile.

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
  1. From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
  2. Click Publisher Layout Assignment.
  3. Click Edit Assignment.
  4. Select a user profile by clicking anywhere on its row in the table.
  5. From the Publisher Layout, select the global publisher layout that you want to assign to the highlighted profile.
  6. Save the layout.

See Also

 
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