Have you been hearing a lot of great things about publisher actions and how they are revolutionizing mobile? Me too!
Don’t use Chatter within your Salesforce organization? That’s no longer a problem with the release of Summer ’14. Salesforce will now allow you to use publisher actions within Salesforce1 even if you don’t use Chatter. I know, for those of you who don’t use Chatter take a moment to build up from that slow clap you have already started.
Before we get too far, here are a few steps to enable Chatter and Publisher Actions:
Enable Chatter
- Setup > Customize > Chatter > Settings > click Edit > Check the box next to Enable at the top of the page > click Save.
Enable Publisher Actions
- Setup > Customize > Chatter > Settings > click Edit > check the box next to Enable Publisher Actions > click Save
If you still do not want to enable Chatter, you will be able to create global and object-specific actions to be used within Salesforce1 with the release of Summer ‘14. Do note, if you do not enable Chatter, you will not have access to the standard Chatter actions, i.e. Post, File, Link, etc. But for now, let’s take a look at what changed and what stayed the same with Action Behaviors, changes are indicated in bold:
If publisher actions aren’t enabled, only standard Chatter actions (Post, File, Link Poll, and Thanks) appear in the Chatter publisher in the full Salesforce site.
- The Chatter feed appears on an object’s detail page in the full Salesforce site only for objects that have Feed Tracking enabled.
- When Chatter is disabled, the Feed item is not available in Salesforce1.
- When Chatter is enabled, but publisher actions are disabled, standard and nonstandard actions appear in the actions tray in Salesforce1 or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- When Chatter and publisher actions are disabled, only nonstandard actions appear in the actions tray in Salesforce1 or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions.
- If Feed Tracking is not enabled on the object, only nonstandard actions appear in the actions tray in Salesforce1 or in third-party apps that use action lists. Nonstandard actions include Create, Update, Log a Call, custom actions, and Mobile Smart Actions
You’ll also notice the Buttons, Links, and Actions node in Setup is available for all standard objects that support them, the Publisher Actions section in page layouts appears on all objects that support them, and the Buttons, Links, and Actions related list is available for all custom objects.
For those of you still clapping a little more loudly than before, stop that and get to dreaming up some awesome publisher actions so you’re ready for the general release of Summer ’14. If you’d like to get an earlier look, sign up for a pre-release org here.
Also, click here to check out our webinar on the Salesforce Summer ’14 Release notes.
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