Global Actions

Global Actions are a collection of actions that users can perform from anywhere within the Salesforce platform. These actions are accessible via the Header menu in Salesforce and help streamline common actions in the platform.

Types of Global Actions

Create a Record

Allows users to create new records for standard or custom objects.

Log a Call

Allows users to log a call against a record in Salesforce.

Send Email

Allows users to generate an email and associate it against a record.

Custom Actions

These actions utilize Visual Force or Lightning Component to execute a process.

Common Use Cases of Global Actions

Use Case	Roles	Scenario	Outcome
Create Repeatable Process	Admins	Template for frequent process	Build a single action and utilize on multiple objects Reduce need for custom buttons on each object
Log Activities Quickly	End User	Call Logging	See the same “log call” or “send email” template on varying objects Continuity reduces potential for missing data Reps are familiar with requirements and gain efficiency with data entry
Log Activities Remotely	End User	Perform task from any page in Org	Instead of migrating to an Account to log a call, a user can perform action from home screen or anywhere in org Reduce need to navigate/find records to perform daily tasks

What is the Benefit?

Global Actions drive efficiency by allowing users to perform core actions from any place in Salesforce.

If you need to Log a Call, but are in the middle of modifying another record, you can quickly utilize the global action to prevent having to navigate from the record you are on.

Global Actions can be customized to have different layouts and fields displayed as per the business requirements.

Who is Impacted?

Admins

Administrators are able to customize Global Actions to fit the needs of their end users.

End Users

Once created, End Users will utilize global actions to perform frequent tasks from anywhere in the platform.

Related Terms

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