Skip to main content

Sneak Peek: Publisher Actions

Extends chatter's capabilities to enable user to take custom actions for e.g. create a new related record or access a visualforce page.

It would be accessible via chatter section on Chatter tab, home page or chatter section in detail page of an object.

Publisher actions lets administrator/ developer expose additional functionalities to users via chatter feeds. So, now a user can create a new record from chatter feed as he/she used to create new post/ poll etc. For e.g. a user viewing account detail page can create a contact/ opportunity related to the Account, without navigating to any other page.

Actions can be created from Object setup page or via "Buttons Links and Actions" link for each standard object in Setup and Administration section.

There are two types of actions:-

  1. Create action:- allows user to create a new record. Administrator can define the fields to be displayed in the create page layout. Additionally, administrator can specify default values for certain fields.
  2. Custom action:- allows a visualforce page to be displayed on click of action.

Each type of action can be set as:-

  • Global action:- action not specific to any particular object and hence is accessible via Chatter tab, home page etc.
Salesforce Global Action

  • Object specific action:- action specific to an object and hence would be displayed on chatter section of object's detail page

Salesforce Publisher Action

For more details, please refer to:-


Popular posts from this blog

Quick Tips: Salesforce default Images

Well, I'm sure a lot of you still rely on using out of the box salesforce images for displaying quick icons within formula fields or even using them within your Visualforce pages. Lately, I realized that a lot of earlier resources are no longer accessible, so I tried to quickly extract all images from Salesforce CSS files and provide a quick reference here. Please note, I've referenced all images from SF servers directly, so if anything changes, the image should stop rendering here. As these images are completely controlled by Salesforce, and in case they change anything, it might lead to image not being accessible. Image path Image /img/samples/flag_green.gif /img/samples/flag_green.gif /img/samples/flag_red.gif /img/samples/color_red.gif /img/samples/color_yellow.gif /img/samples/color_green.gif /img/samples/light_green.gif /img/samples/light_yellow.gif /img/samples/light_red.gif /img/samples/stars_100.gif /img/samples/stars_200.gif /img/samples/stars_300.

Lightning: Generate PDF from Lightning components with in-memory data

I'm sure as everyone is diving into lightning components development, they are getting acquainted with the nuances of the Lightning components framework. As well as, its current limitations. Being a new framework, this is bound to happen. Although we have our users still using salesforce classic, we have started using lightning components framework our primary development platform and Visualforce is considered primarily for rendering lightning components within Classic Service console. Recently, while re-architecting a critical module, we encountered a problem wherein we needed to generate PDF from lightning components. Now, being Javascript intensive framework, it has limited room for such features (may be included in future roadmap). As of now, there is no native feature within the lightning framework to do so (at least I didn't find anything). Common Scenario - Create Visualforce page to retrieve data and generate PDF For scenarios where the data exist within Sa

Quick Tips: Setup SFDX Manually without Admin access

We all have faced challenges while working in different enterprise environments, where there may be lot of controls/ checks/ red-tape to get by. In such situations, getting access to simple tools (even git) can take lot of time. Note: This tutorial is to be followed at your own risk, as it may not be complaint to your organization's IT policies. What is SFDX? SFDX is a command line utility for managing salesforce builds/ deployments. Being command line, it can be easily embedded to automation chains, to help build fully automated build and deployment processes. To get started, refer Setup SFDX on Windows machine without admin access As you may have already realized, SFDX installation needs admin access to one's machine. Which may be a luxury a lot of developers may not have. So, i tried to provide a step-by-step guide to setup SFDX on your computer without any admin access Steps: Note: