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I'm having troubles adding a custom Publisher Action (PA) to the PA pop up window on my IPAD using Salesforce1 (accessed via the PLUS sign). I've created a new PA via the new 'Action' feature for the Leads object. I have successfully modified the page layout to clear the default PAs that were showing (except for Dropbox and Evernote - which is a different issue - no concern here). I have added my new PA to the layout but it does not show on the IPAD via SF1. Any suggestions?

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  • Do you see it in the standard web UI layout?
    – Daniel Hoechst
    Commented Dec 4, 2013 at 23:42
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    Do you see it if you go to instance.salesforce.com/one/one.app in a desktop browser?
    – metadaddy
    Commented Dec 4, 2013 at 23:50
  • I'm not sure about the standard web UI. I'm not 100% sure where to look. Regarding the emulator, that doesnt seem to work on my PC (I could be doing something wrong).
    – Bruce
    Commented Dec 5, 2013 at 0:47
  • Sometimes the emulator for me doesn't work properly, to use it I log into the org first, as usual, and then open a new tab in the same browser and use the same URL as metadaddy said after that it works. ( example : https//na15.salesforce.com/one/one.app )
    – Carolina
    Commented Dec 6, 2013 at 15:30

1 Answer 1

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Assuming that you are sure you're editing the correct publisher layout (since you said you managed to remove existing actions), this type of issue is most often due to record types.

Publisher actions are specific to individual record types, so if you create an action for a record type that your profile doesn't have access to, you will not see the action. The big sneaky one is the "Master" record type, because until recently it was the default, but if you have access to any other record type you can't also have access to Master.

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