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We have set up a custom notes and call log field under the global actions. I can add a new note or call entry on the web but not on my iPad. I can see notes that have been added on the web, on my iPad. I can edit these entries and save the edit. But I can not add a new one. Any idea as to why? I have not been using sales force for very long but I am pretty sure I was able to before.

I believe it may be a users permissions issue but I am not sure.

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  • Do you have the latest and greatest version of the Chatter/Salesforce1 app installed?
    – Matt and Neil
    Commented Sep 26, 2014 at 2:18
  • Also, logging out and in again should refresh the display of any global actions.
    – Matt and Neil
    Commented Sep 26, 2014 at 2:18

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Thank you mattandneil for the suggestion. I was having the same problem (my global actions were not appearing, even with refreshing). Solving the problem was as simple as logging out of my salesforce1 app. Once I logged back into the app the custom global action and updated layout was visible and correct.

I came across this problem while running through the Trailhead module on Salesfoce1 - the action would appear in the browser with refreshing, but not in the mobile app until I logged out and logged back in again.

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  • Yeah same with me; was going through the Trailhead, which said all you need to do is refresh the app. That didn't work. I had to logout and log back in.
    – Paul Samsotha
    Commented Jul 9, 2018 at 2:09
  • +1. Very odd - so much for the "pull down to refresh" bit.
    – Christopher
    Commented Jul 17, 2020 at 19:25

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