Do More in the Mobile App with Global Actions

Global actions allow you to create records that don't have a direct relationship to records that are in use. This feature gives your workers more powerful functionality directly from the app. These actions are available from top-level screens, meaning screens that don’t show an individual record.

Where: This change applies to Lightning Experience and Salesforce Classic in Enterprise, Performance, Unlimited, and Developer editions.

How: After you add a global action to the Quick Actions in the Salesforce Classic Publisher section of the global publisher layout, you can access these actions from the bottom navigation bar on Android (1) and on iOS (2).

Android global actions iOS global actions