How To Add A Global Action In Salesforce

How To Add A Global Action In Salesforce

1. Log In: Access your Salesforce account.
2. Go to Setup: Click on the gear icon in the top right corner.
3. Search for Global Actions: Type "Global Actions" in the Quick Find box.
4. Select Global Actions: Click on the "Global Actions" link.
5. Click New Action: Choose the type of action you want to create.
6. Fill in Details: Enter the required information for your action.
7. Set Visibility: Choose who can see this action.
8. Save Your Action: Click the "Save" button to finalize.
9. Add to Layout: Include the action in the desired page layout.
10. Test Your Action: Ensure it works as expected in the app.