Salesforce - how to add a global action in Salesforce



Guide

  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.

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