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What are publisher actions in Salesforce?
The publisher actions feature lets you create actions and add them to the Chatter publisher on the home page, on the Chatter tab, in Chatter groups, and on record detail pages. You can also customize the order in which the standard Chatter actions appear, including Post, File, Link, and Poll.
What is global publisher layout in Salesforce?
Global publisher layouts determine the global actions that appear in the various Salesforce interfaces. In Salesforce Classic and Lightning Experience, these layouts customize the actions on global pages (like the Home page) and on the Chatter page.
Where do I find action page in lightning experience?
You can add, remove, or reorder the actions on the Chatter page from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout. Here’s a sample contact page in Lightning Experience.
How to add lightning component as a quick action or lightning action?
Steps to Add Lighting component as a Quick Action to an object : Go to Setup >> Objects and Fields >> Object Manager >> Select the Object ( let’s take Contact for this example ) >> Go to Buttons, Links and Actions section >> Click on New Action.
How do actions work in Salesforce lightning experience?
By default, only the Post, Poll, and Question actions are supported, and if you have Groups, the Announcement action. You can add, remove, or reorder the actions on the Chatter page from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
How to add an action to a publisher?
Select Customer Signed Date, drag into the contract layout, then click Save. Now that you created the action, add the action to the publisher to make it available to users. From Setup, enter Publisher Layouts in the Quick Find box. Under Global Actions, select Publisher Layouts, then, next to Global Layout, click Edit.