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VIJAY_MVIJAY_M 

Global actions not displayed in account object

Hi Team,

As per the trailhead, I have created a global action to create a new Suggestion (custom Object) record. This Global action is tagged with publisher layout.

I am able to see the new Global action under the Suggestion Tab but not under the Account or Contact Object.

Do we have any specific reason for this behavior?
Raj VakatiRaj Vakati
Looks like you have assigned the correct layout  ..

1. Check the GLobal action page layouts 
From Setup, enter Publisher Layouts in the Quick Find box, then select Publisher Layouts.
Click Publisher Layout Assignment.
Click Edit Assignment.
Select a user profile by clicking anywhere on its row in the table.
From the Publisher Layout to Use drop-down, select the global publisher layout that you want to assign to the highlighted profile.
Save the layout.
https://help.salesforce.com/articleView?id=assigning_global_publisher_layouts_to_profiles.htm&type=5
https://help.salesforce.com/articleView?id=working_with_global_publisher_layouts.htm&type=5


2.  Check record types 

Despite the User being assigned a Page layout with Global or Quick Actions selected to display, they cannot see them in the Feed. This can occur when the Global or Quick Actions are creating a Record with a Recordtype to which the User does not have access.

https://help.salesforce.com/articleView?id=000213519&type=1
To resolve this issue, perform one of the below actions:
 

1. Assign the Record type being used by the action to the User's Profile.
Assign Record Types to Profiles in the Original Profile User Interface
Assign Record Types and Page Layouts in the Enhanced Profile User Interface
2. Change the Record type that the Action is using to one assigned to the User.

Object-Specific Quick action:
a. From the management settings for the object, go to "Buttons, Links, and Actions."
b. Edit the Action.
c. On the Record Type, select the one that is assigned to the User.
d. Click Save.
 
Global Quick action:
a. From Setup, enter Actions in the Quick Find box, then select Global Actions.
b. Edit the Action.
c. On the Record Type, select the one that is assigned to the User.
d. Click Save.
3. Create a New Action that uses a Record type available to the User.
Create Object-Specific Quick Actions
Create Global Quick Actions
 
VIJAY_MVIJAY_M
Hi Raj,
Thanks for your response.

1) I have added the new global action to the existing Global Layout. There is only one layout so all the profiles are tagged to it.
2) Global action is to create a record on a very simple Object record.

Please share if you have any other suggestions.

https://trailhead.salesforce.com/en/content/learn/projects/suggestion_box?trailmix_creator_id=strailhead&trailmix_id=prepare-for-your-salesforce-platform-developer-i-credential

This is the Trailhead project am referring to.

Best regards
Vijay M