Lightning and mobile action placement on layouts
Key Takeaway
A layout's Salesforce Mobile and Lightning Experience Actions section sets where actions appear and in what order. Dynamic actions in Lightning App Builder are the alternative: you add filters, such as a record field value, to control when each action is visible.
Actions are the buttons users click to work with records. They include quick actions, productivity actions like Call, and standard and custom buttons. In Lightning Experience and the Salesforce mobile app, the Salesforce Mobile and Lightning Experience Actions section of page layouts and the global publisher layout mainly sets where actions appear and in what order. You can also set this page by page with dynamic actions in Lightning App Builder.
The two action sections on a layout
Page layouts and global publisher layouts each have two action sections. Each section accepts actions from its own palette category and feeds a different place.
| Quick Actions in the Salesforce Classic Publisher section | Salesforce Mobile and Lightning Experience Actions section | |
|---|---|---|
| Accepts | Only actions from the Quick Actions palette category | Only actions from the Mobile & Lightning Actions palette category |
| Feeds | The Chatter publisher in Salesforce Classic | The Salesforce mobile app action bar and action menu, plus several areas of Lightning Experience |
On an object page layout, the Mobile & Lightning Actions palette category holds every action type for that object:
- Quick actions
- Productivity actions
- Lightning component actions
- Standard and custom buttons
Standard and custom buttons count as actions, so you can place and order them next to quick actions in the Salesforce Mobile and Lightning Experience Actions section.