Salesforce - how to add a global action in Salesforce
- George Apostolov
- 05 Sep 2025
Guide
Search for Global Actions on the Quick Find.
Click on New Actions.
Enter New Global Action:
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. (Eg. Account Creation)
And drop it on the interface.
Hit Save.
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