Quick Actions and Record Types

If users don’t have access to a particular record type, actions that are assigned to that record type aren’t available to them. For example, let’s say that you have a page layout that contains a mix of actions—some have no record type assigned and some are assigned to Record Type A. Users without access to Record Type A see only the nonassigned actions when they visit the page.

Important Don’t assign actions to the Master record type. The Master record type is a placeholder record type that’s assigned when your organization is created.

Default Global Actions: A Special Case

If you have default global actions in your organization and you’re using record types, your users might not be able to see all the default actions that are assigned to a page layout.

Default global actions are assigned to the Master record type, which isn’t accessible to most profiles. As a result, default global actions with the Master record type that are associated with target objects that have record types configured aren’t available for most users. To fix this issue, edit the default global actions associated with those objects and reassign them to a different record type.

For example, the New Contact default global action has Contact as its target object. Let’s say you have record types set up for the Contact object, and you add the New Contact default global object to a page layout. Users who visit records based on that page layout don’t see the New Contact action because the action is assigned to the Master record type by default. Editing the New Contact default global action and assigning it to a record type other than Master makes it available for all users who have access to its assigned record type.