Apply the Action to the Object’s Page Layout

Add the action to the page layout for the object. Users whose profiles are assigned to that layout can see the action in Salesforce. Page layouts control the layout and organization of content, including custom actions, on record detail pages. Each record detail page can have multiple page layouts to give different users a unique experience.

Required Editions

Available in Salesforce Classic and Lightning Experience.

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

User Permissions Needed
To view visualizations:	Use CRM Analytics
To create actions:	Customize Application

In this example, you add the Update Opportunity action to the opportunity page layout that’s assigned to the Standard User profile. You can use these same techniques to add actions to any Salesforce page layout and user profile.

1. Go to Setup in Salesforce, and enter the name of the object in the Quick Find box. For the example, enter Opportunities. Then select Page Layouts to see what’s available.
2. If multiple page layouts are defined for the object, click Page Layout Assignment to see which page layout is assigned to each user profile.
   
3. Edit the page layout assigned to the profile for the users for whom you want to access the action.
   For this example, edit the Opportunity Layout, which is assigned to the Standard User profile. Users who are assigned the other opportunity page layouts can’t see this custom action, unless you apply the action to those page layouts.
4. To open the layout, click the Opportunity Layout link next to a profile. It doesn’t matter which profile.
5. In the palette, click Quick Actions to select the actions to add to the layout.
   The available actions appear to the right.
6. Drag the Update Opportunity custom action to the existing actions in the Quick Actions in the Salesforce Classic Publisher section.
   
7. If the predefined actions are overridden in the Salesforce app and Lightning Experience Actions section, you must also drag the action to that section.
   If the predefined actions are overridden, Analytics shows only the actions that appear in both the Quick Actions in the Salesforce Classic Publisher and Mobile & Lightning Actions sections.
8. Click Save.

This action is now available on the Opportunity details page for all users assigned the Opportunity Layout.

Note If a page layout is based on a record type that certain users can’t access, actions for that type aren’t available to them.