Action placement on Lightning Experience record pages
Key Takeaway
By default, a Lightning Experience record page gets its actions from the Salesforce Mobile and Lightning Experience Actions section of the object's page layout. It places each action in the Highlights Panel, the Activity tab, the Chatter tab or a related list, depending on the action's type.
Actions are the buttons and quick actions users click on a record, such as Edit, New Task or Log a Call. Standard and custom buttons count as actions too, not only quick actions. Admins control which actions appear on a record page, and in what order, through the object's page layout or through dynamic actions in the Lightning App Builder.
Where each type of action appears on a record page
In Salesforce Classic, actions sit in one place, such as the Chatter publisher. In Lightning Experience, a record page doesn't show every action in one place. Instead, it splits the actions across these areas, based on each action's type:
- The page-level action menu in the Highlights Panel holds these types of actions, except quick actions that create tasks, create events or log calls:
- Productivity actions
- Global and object-specific quick actions
- Standard buttons
- Custom flow actions
- Custom Visualforce quick actions and buttons
- Custom object-specific Lightning component quick actions
- Canvas actions
- The Activity tab holds Create a Record quick actions that point to the Event and Task objects, plus Log a Call and Send Email.
- The Chatter tab holds only standard Chatter actions. By default, only Post, Poll and Question are supported, plus Announcement if you have Groups. Some objects support other standard Chatter actions that Salesforce predefines.
- Each related list shows the custom list buttons and supported standard buttons assigned to it. Not all related list standard buttons are supported in Lightning Experience.
For example, a Contact page layout lists these actions, in this order:
- New Account
- New Event
- New Task
- Call
- Edit
- Delete
- Clone
- Send an Email
- Poll
- Post
On a contact record, these actions appear in three areas:
| Actions from this Contact page layout | |
|---|---|
| Page-level action menu | The quick actions, the productivity action and the standard buttons, combined in layout order, except New Event and New Task |
| Activity tab | Send an Email, New Event, New Task |
| Chatter tab | Poll, Post |
Even though New Event and New Task are quick actions, they show on the Activity tab and not in the page-level action menu, because they create events and tasks.
When feed tracking is enabled for cases or work orders, the page-level action menu on those records contains only custom buttons and supported standard buttons. Their quick actions move to the Chatter tab instead.