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Salesforce mobile action bar

Key Takeaway

The "Salesforce Mobile and Lightning Experience Actions" section of an object page layout or the global publisher layout drives which actions appear in the action bar, and in what order.

The action bar is the set of actions at the top of the screen on most pages of the Salesforce mobile app. The action menu holds the full list of actions for that page. The action bar gives mobile users one-tap access to quick actions, productivity actions like Call and Send Email, and standard and custom buttons. App builders control which actions appear, and in what order, through object page layouts and the global publisher layout.

Where the action bar appears and what it shows

The action bar and the action menu together show all the available actions for a given page. The action bar appears in most places in the mobile app, including these:

  • The feed
  • Groups
  • User profiles
  • Dashboards and reports
  • Standard and custom object record views
  • Related lists
  • Search results

Four kinds of actions can appear:

  • Quick actions
  • Productivity actions
  • Standard and custom buttons
  • Standard Chatter actions, such as Post, File, Link, and Poll

The actions a user sees depend on two things: where the user is in the app, and how you have configured object page layouts and the global publisher layout.

Platform App Builder Study Guide

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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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