Salesforce Platform App Builder Certification Handbook

Global and local actions

Actions allows a user to perform tasks in Chatter publisher and the Salesforce1 smartphone apps. We can define and add global actions to any page that supports actions, such as the Home page, the Chatter tab, and Object page. The global actions are shown in the following screenshot:

Local actions perform tasks on the record that are in focus. They are only visible on the record detail page:

Actions are supported in the new lighting experience web and mobile application.

Creating an action

Let's see how to create a new action: ...