What is global publisher layout?

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.

What are the 4 types of publisher actions?

There are several categories of actions, like standard actions, nonstandard actions, default actions, mobile smart actions, custom actions, and productivity actions. Standard actions: Standard actions are actions that are automatically added to the publisher when Chatter is enabled—such as Post, File, Link, and Poll.

Where is the global publisher layout?

Global publisher layouts can include global actions only. Actions you add to the global publisher layouts appear on pages such as the Home and Chatter pages. They also appear on the action bar and action menu on the Feed and People pages in the Salesforce mobile app.

How do you create a global action?

Create a Global Action

1. From Setup, enter Actions in the Quick Find box, then select Global Actions.
2. Click New Action.
3. We want this action to create a new contact, so make sure the action type is Create a Record.
4. In the Target Object dropdown list, select Contact.
5. In the Label field, enter New Prospect .
6. Click Save.

How do I set a global action to my profile?

Global Quick action:

1. Go to: Classic: Go to Setup, enter Global in the ‘Quick Find’ box. Lightning: Click the Gear icon. Go to Setup, enter Global in the ‘Quick Find’ box.
2. Select Global Actions.
3. Edit the Action.
4. On the Record Type, select the one that is assigned to the User.
5. Click Save.

How do I add global action to my homepage?

What is Outlook publisher Salesforce?

Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you set up from Salesforce.

What is Salesforce global action?

Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on. Global create actions enable users to create object records, but the new record has no direct relationship with other records.

How do you assign a quick action to record type?

Assign the LogACall quick action to a Record Type

1. From Setup, enter Global Actions in the Quick Find box, then select Global Actions.
2. Click Edit for the LogACall action.
3. In the ‘Record Type’ drop down, select a record type that your users have access to.
4. Click Save.

What can be added to Outlook publisher layouts?

What option can be added to Outlook Publisher Layouts? Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce. You just studied 3 terms!

What is quick action and global action in Salesforce?

You can add global quick actions to almost any page that supports actions. Use global actions to let users log call details, create or update records, or send email, all without leaving the page they’re on.