Salesforce mobile app actions and publisher layouts
How to shape the Salesforce mobile app: global versus object-specific actions, global publisher layouts per profile, lean action layouts, how the action bar is ordered and why actions go missing, Chatter feeds, feed tracking and groups, offline records, mobile navigation from Lightning apps, and mobile-friendly page layouts.
Given a set of requirements, determine the appropriate global, object-specific actions and layouts to optimize the Salesforce mobile user experience.
~8 min read · 13 practice questions ·
What the exam expects
- Choose a global or object-specific action for a mobile requirement, and put it where mobile users will find it.
- Give different profiles different global actions on the Feed page with global publisher layouts.
- Keep action layouts short and use predefined field values.
- Explain the order of the mobile action bar and why an action is missing (predefined actions, feed tracking, productivity actions, Log a Call).
- Explain how Chatter feeds, feed tracking and groups support collaboration, and when Chatter is off.
- Configure mobile navigation from a Lightning app and optimize page and compact layouts for small screens.
Key terms: action bar (the strip of actions at the top of mobile pages); global publisher layout (the layout of global actions for pages not tied to an object, such as Feed); action layout (the fields an action shows); predefined actions (the default action bar until you customize it); feed tracking (the setting that gives an object a Chatter feed).
Key facts
- Detail
- Driven by the global publisher layout
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- Per user profile; global actions only
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- Fewer than five fields, no more than eight
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- Apply only until the mobile actions section is customized
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- Fixed fourth position in predefined actions
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- Call uses the global Log a Call layout
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- Only Create, Update, Log a Call, custom and Mobile Smart Actions
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- Don't work in the mobile app
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- First four items of the app's navigation
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- Off by default from Summer '26 (Enterprise, Unlimited, Developer); enable in Chatter Settings
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- Briefcase Builder supports up to 50,000 records offline
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- Not available in the mobile app
Sources for this section (7)
- Global Publisher Layoutshelp.salesforce.com (opens in a new tab)
- Global Actions (Trailhead)trailhead.salesforce.com (opens in a new tab)
- Predefined Action Orderhelp.salesforce.com (opens in a new tab)
- Mobile Actionshelp.salesforce.com (opens in a new tab)
- Customize Navigation (Trailhead)trailhead.salesforce.com (opens in a new tab)
- Chatter Off by Defaulthelp.salesforce.com (opens in a new tab)
- When to Use Briefcase Builderhelp.salesforce.com (opens in a new tab)
- Why do two profiles see different actions on the Feed page?
- When does View Website appear in an account's action bar?
- Why doesn't a Classic URL button that prefills a new Order work on a phone?
- What must be true of a Lightning app for its tabs to become the mobile navigation menu?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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