What is publisher action in Salesforce?

What is publisher action 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.

How do you add actions to chatter in publisher?

Add Actions to the Publisher

1. From Setup, enter Chatter Settings in the Quick Find box, then select Chatter Settings.
2. Click Edit.
3. In the Actions in the Publisher section, select Enable actions in the publisher.
4. Click Save.

What is Salesforce Chatter publisher?

Actions are especially useful in the Salesforce app, because it makes it easy to create and edit records with a simple, mobile-optimized interface. By default, the Chatter publisher includes the standard actions Post, File, Link, Poll, and Question.

What is publisher layout 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 publisher actions appear in Salesforce App?

Only standard Chatter actions appear on the user profile page, regardless of which actions are present in the User Page Layout or the global publisher layout. Use global actions to customize publisher layouts that appear on global pages, like the Home page and the Chatter page. Global actions also appear on publisher layouts in the Salesforce app.

How to override global publisher layout in Salesforce classic?

From Setup, enter Group Layouts in the Quick Find box, then select Group Layouts. Click Edit next to Group Layout. To open the group layout to changes, click Quick Actions (1) in the Group Layout palette. Scroll to the Quick Actions in the Salesforce Classic Publisher section, and click override the global publisher layout (2).

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.

How does global create action work in Salesforce?

Global create actions let users create object records, but there’s no automatic relationship between the record that’s created and any other record. You can add global actions to page layouts for the home page, the Chatter tab, Chatter groups, and record detail pages.