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Productivity actions in the Salesforce mobile app

Key Takeaway

You can't edit productivity actions, with one exception: the Call action borrows its layout from a Log a Call quick action. You can also control where actions sit in the mobile action bar.

Productivity actions, such as Send Email, Call, and Map, are predefined actions that Salesforce attaches to a limited set of objects. Because they are predefined, users of the Salesforce mobile app can work with a record's details without anyone building an action.

Which productivity actions are available

Productivity actions are supported in Lightning Experience and the Salesforce mobile app. The available actions depend on where they are used:

Available onProductivity actions
Accounts, contacts, leads, and person accountsSend Email, Call, Map, View Website, and Read News
Mobile calendar events in Salesforce TodayQuick Message, Join Conference Call, and Map

Productivity actions aren't supported on the Case object.

Platform App Builder Study Guide

Checklist progress

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Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.

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Mobile navigation bar and menu

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Salesforce mobile action bar

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Global publisher layouts

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Mobile smart action bundles

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