How to Add a Global Action in Salesforce
Here’s how you can add a global action to the Salesforce Publisher Layout (top right portion of the screen)
- Go to Setup on the top right.
- Search for Global Actions on the Quick Find.
- Click on New Actions.
- Enter New Global Action:some text
- Enter info for Action Type,(Create a Record) Target Object (account), Label (Account_Creation_Test), and finally input success Message:
- Hit Save.
- Go to Setup Home.
- Search for Publisher Layouts under Global Actions.
- Clicks on Edit.
- Select Mobile & Lightning in the toolbox. Drag the action you created and drop it on the interface.
- Finally, hit Save.
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