Set Up Actions with Chatter Enabled
- Enable feed tracking for the objects for which you wantto make actions available.
- Enable actions in the publisher if you want to see both standard actions and non-standard actions in the Chatter publisher.
- Optionally, enable feed updates for related records to display feed items on a record detail page when related records are created.
- Create object-specific actions or global actions.
- Customize the action layout with the fields that you want users to see when they use the action.
- Add the actions to page layouts or global publisher layouts. Salesforce automatically adds default actions to the page layouts for account, case, contact, lead, and opportunity, and to the global publisher layout in organizations that were created after Winter ‘14.