Salesforce - how to add a global action in Salesforce
- George Apostolov
Salesforce - how to add a global action in Salesforce: step-by-step 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.
Quick answer: 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.
About this Salesforce tutorial
Configure and add a new global action to your layout in Salesforce by updating your publisher settings and dropping the action onto the interface. This guide covers salesforce - how to add a global action in Salesforce in 11 steps, starting with "Search for Global Actions on the Quick Find" and finishing with "Hit Save". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - how to add a global action in Salesforce take?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce - How to Add a Lead Source in Salesforce, Salesforce - how to add a picklist value in salesforce and Salesforce - How to Add a Price Book Entry in Salesforce. Last reviewed 05 Oct 2026.
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