# Salesforce - how to add a global action in Salesforce

> To add a global action in Salesforce, search for Global Actions in Quick Find, create a new action with your target details, save it, navigate to Publisher Layouts, edit the layout, drag and drop the new action into the interface, and save your changes.

Canonical: https://livedemo.ai/tutorials/how-to-add-a-global-action-in-salesforce/
Apps: Salesforce
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a013c243f01ed60a4ef80/preview?step=1

## Steps

1. Search for Global Actions on the Quick Find.
2. Click on New Actions.
3. Enter New Global Action: Enter info for Action Type,(Create a Record) Target Object (account), Label (Account_Creation_Test), and finally input success Message:
4. Hit Save.
5. Go to Setup Home.
6. Search for Publisher Layouts under Global Actions.
7. Clicks on Edit .
8. Select Mobile & Lightning in the toolbox.
9. Drag the action you created. (Eg. Account Creation )
10. And drop it on the interface.
11. Hit Save.