Step-by-Step Guide: Creating Global Publisher Layouts in Salesforce
Efficiency in data entry and user experiences is the cornerstone of successful business management within the Salesforce CRM. One indispensable tool for achieving this efficiency is the Global Publisher.
This remarkable feature empowers Salesforce administrators to craft seamless and user-friendly interfaces, resulting in enhanced productivity and a superior user experience. In this comprehensive Salesforce tutorial, we will delve into the art of creating Global Publisher Layouts, both in Salesforce Lightning and Salesforce Classic.
What Are Global Publisher Layouts in Salesforce?
Global Publisher Layouts, in the world of Salesforce, are the architects behind the global actions that seamlessly appear across various Salesforce interfaces. These layouts grant Salesforce administrators the ability to create a harmonious set of actions that can be consistently accessed throughout the Salesforce environment.
In both Salesforce Classic and Lightning Experience, these layouts work their magic by customizing the actions that grace global pages like the Home page and the Chatter page.
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Crafting Global Publisher Layouts in Salesforce Lightning
To embark on the journey of creating global publisher layouts in Salesforce Lightning, follow these steps diligently after logging into your Salesforce developer account:
Begin by navigating to the Setup page in Salesforce Lightning. You can achieve this by clicking on the gear icon nestled in the top-right corner and selecting “Setup“.
On the setup page of Salesforce Lightning, look for the Quick Find box, and therein, search for Publisher Layouts under the Global Actions heading.
Once you've found it, click on Publisher Layouts.
Within the Publisher Layouts section of the setup page, spot the New button. It's your ticket to creating a global publisher layout.
In this window, you'll encounter the option to either clone the publisher layout from an existing one or start fresh by selecting 'None' from the Existing Global Publisher Layout dropdown list.
Name your new publisher layout in the field marked 'Publisher Layout Name'. For this example, let's call it the 'Action Center Layout'.
With bated breath, click on the Save button.
As you do so, the page layout setup will unveil its secrets. Here, you can add the essential actions from the pool of available actions and fields to the layout. These actions can encompass both standard and custom actions that are relevant to the object in question.
Once you've meticulously arranged the configuration according to your organization's unique needs, don't forget to hit the Save button again.
Creating Global Publisher Layouts in Salesforce Classic
For those who prefer the classic charm of Salesforce, here's how to create global publisher layouts in Salesforce Classic:
Begin your journey on the Home page of Salesforce Classic, and click on the venerable Setup tab.
In the setup window of Salesforce Classic, cast your gaze upon the Quick Find box and search for Publisher Layouts under the Global Actions section.
Click on Publisher Layouts when you find it.
In this window, you'll spot the New button. Click on it to begin the creation of a global publisher layout.
Just as in Lightning, you'll be faced with the choice to clone a publisher layout from an existing one or start afresh by selecting 'None' from the Existing Global Publisher Layout dropdown list.
Now, bestow a name upon your new global publisher layout in the field marked 'Publisher Layout Name'. For the sake of this example, let's christen it the 'Action Sync Layout'.
With a flourish, click on the Save button.
As you do so, the page layout setup will open its doors once more. Here, you can populate the layout with the essential actions from the available actions and fields. As before, these actions can include both standard and custom actions that pertain to the object.
Once you've artistically arranged the configuration to match your organizational needs, seal the deal with a final click on the Save button.
In Conclusion
Global Publisher Layouts in Salesforce are a formidable tool in the hands of administrators, granting them the power to elevate the user experience and maintain a harmonious consistency across the Salesforce platform. By diligently following the steps outlined in the above example, you can harness this feature to craft enhanced interfaces tailored to the unique requirements of your organization.