App Customization Lite - Understand How Actions Work in Lightning Experience

Actions and Lightning Experience

• Actions enable users to do more in Salesforce, such as creating or updating records and logging calls.
• In Lightning Experience, actions are split into different areas, unlike in Salesforce Classic.

Where Actions Display

• Actions appear in the Global Actions menu in the header.
• Actions appear on related lists and on list view items.
• Actions appear on a record page, in one of several places depending on the action's type.

Global Actions Menu

• The Global Actions menu displays a subset of global actions from the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
• The items in the menu appear in the order that they're listed in the Salesforce Mobile and Lightning Experience Actions section of the global publisher layout.
• Actions associated with objects that aren't supported in Lightning Experience don't appear in the Global Actions menu.
• The Global Actions menu doesn't support standard Chatter actions.

Actions on List Views and List View Items

• Custom buttons, list view actions, and certain standard buttons are supported on all list views, except Recently Viewed.
• To have a custom button appear on a list view, add the button to the object's List View search layout.
• In the Kanban view, only the standard New action is supported.
• List view items support only specific standard actions, like Edit, Delete, or Change Owner.

Actions on the Home Page

• Actions appear on recommendations in the Assistant.
• The actions that appear depend on the type of recommendation.
• Supported actions include New Task, New Event, Edit, and Email.

Actions on the Chatter Page

• The Chatter page contains only standard Chatter actions.
• 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.

Actions on Record Pages

• The page-level action menu contains:
  • Productivity actions
  • Global and object-specific quick actions
  • Standard buttons
  • Custom object-specific Lightning component quick actions
  • Custom flow actions
  • Custom Visualforce quick actions
  • Custom Visualforce buttons
  • Canvas actions
• The actions that appear in the page-level action menu are listed in the order that they appear in the Salesforce Mobile and Lightning Experience Actions section of the page layout.

Actions on Related Lists

• Related lists in Lightning Experience show custom list buttons and supported standard buttons assigned to the related list.
• Not all related list standard buttons are supported in Lightning Experience.

Actions on Reports

• Actions on reports come from the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout.
• However, only standard Chatter actions appear on reports, regardless of which other actions are assigned to the global publisher layout.

How Actions Are Ordered in Lightning Experience

• In Lightning Experience, the actions on record pages are derived from the list of actions in the Salesforce Mobile and Lightning Experience Actions section of the page layout for that object.
• The same section on global publisher layouts determines the global actions that appear in the Global Actions menu.
• If you haven't customized the Salesforce Mobile and Lightning Experience Actions section of an object's page layout, the quick actions that appear on the object's record pages are derived from the actions on the global publisher layout and standard and custom buttons in the buttons section of the object page layout.

Learn how actions work in Salesforce Lightning Experience, including where they display and how they are ordered. Understand how actions enable users to perform various tasks.