Global actions and publisher layouts
Key Takeaway
Global actions aren't tied to one object, and a global publisher layout decides where users see them. Add an action to the layout's Salesforce Mobile and Lightning Experience Actions section to show it in Lightning Experience and the Salesforce mobile app.
Global actions are quick actions that aren't tied to one object. Users can log calls, create or update records, or send email from almost any page without leaving it. Global actions live on a global publisher layout, a special layout with no object. That layout controls which global actions users see on pages like Home and Chatter, in the Lightning Experience Global Actions menu, and in the Salesforce mobile app.
How global actions work on a page
You can add a global action to almost any page that supports actions. Examples include:
- The Home page
- The Chatter page
- Object pages
- Custom Lightning app pages
Global actions aren't context-aware, so they can't fill fields with information from the page the user is on. When you need to fill fields from the page, add the appropriate quick action to the page instead.