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Publisher Actions

In the application, QuickActions are referred to as actions or publisher actions.

Note

The publisher actions feature lets you create actions and add them to the Chatter publisher on the home page, the Chatter tab, and record detail pages. It also allows you to customize the order in which the standard Chatter actions appear, including Post, File, Link, and Poll.

There are four general types of actions: create actions, log-a-call actions, update actions, and custom actions.
  • Create actions let users create records. They’re different from the Quick Create and Create New features on the home page, because create actions respect validation rules and field requiredness, and you can choose each action’s fields.
  • Custom actions are Visualforce pages or canvas apps with functionality you define. For example, you might create a custom action to let users write comments longer than 5000 characters, or one that integrates a video conferencing application so support agents can communicate visually with customers.
For create, log-a-call, and custom actions, you can create either object-specific actions or global actions. Update actions must be object-specific.

For more information on publisher actions, see the online help.