Download page Global Publisher Action for Composer for Salesforce1.
Global Publisher Action for Composer for Salesforce1
Add theConga Composer Global Publisher Action to the target object page layout to set up Composer solutions for Salesforce1.
To add theConga ComposerGlobal Publisher Action to the target object page layout:
Edit the Page Layout of the object where you’ve created solutions for Composer for Salesforce1.
Click onActions.
Add theConga Composeraction to the Publisher Action layout by dragging and dropping the action to the Publisher Actions section.
ClickSave.
It is highly recommended that administrators do not include theConga ComposerGlobal Publisher Action as the first Publisher Action that appears in the Action Bar. The first Publisher Action in the Action Layout will open by default in the Chatter Feed for desktop users, which can be undesirable considering Composer for Salesforce1 solutions are optimized for mobile devices.
To ensure Composer appears in a browser in Salesforce1:
In Account Layout, clickQuick →Actions.
In the Quick Actions in the Salesforce Classic Publisher section,add theConga Composeraction to the layout.
To ensure Composer appears in a mobile device in Salesforce1:
In Account Layout, clickQuick →Actions.
In the Salesforce1 and Lightning Experience Actions section, add theConga Composeraction to the layout.