Customize Actions in the Salesforce1 Action Bar

Focus your mobile users on what they need to do in the field by assigning a different set of actions in the Salesforce1 mobile app than you have in Salesforce. For all of the Salesforce1 apps, you can customize the selection and order of quick actions, productivity actions, and standard and custom buttons, in the action bar and for list item actions, on an object-by-object basis.
Customized actions available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions

To enable this customization, we added a new section to the global publisher layout and to object page layouts, and have renamed the existing actions section. The former Actions category in the palette is now Quick Actions, and we added a new category called Salesforce1 Actions.

New Action Sections
You can now add actions to:
Quick Actions in the Publisher
This section can contain actions only from the Quick Actions category in the palette. Actions in this section appear in the Chatter publisher in the full Salesforce site.
Actions in the Salesforce1 Action Bar
This section can contain actions only from the Salesforce1 Actions category in the palette. On object page layouts, the Salesforce1 Actions category contains all available types of actions for the object, including quick actions, productivity actions, and standard and custom buttons. Actions in this section appear in the action bar and action menu in Salesforce1.

If you customize the actions in the Quick Actions in the Publisher section, but don’t customize the action bar section, then the Salesforce1 action bar inherits its quick actions from the Quick Actions in the Publisher section.

Important

Important

Customizations you made in the old “Actions in the Publisher” section on the global publisher layout and object layouts continue to populate the Salesforce1 action bar until you choose to customize the new Actions in the Salesforce1 Action Bar section.

If you don’t customize the actions in either section, then the action bar inherits a default set of actions predefined by Salesforce. The sets of actions differ between objects, based on the most common or typical activities required for each object. For a complete breakdown of default action ordering in the Salesforce1 action bar, see How Predefined Actions Are Ordered in the Salesforce1 Action Bar and List Item Actions.

If you do customize the Actions in the Salesforce1 Action Bar section on a layout, then Salesforce1 users see only the actions you selected, in the order you added them, when working on that object or page in Salesforce1.