Quick Action to Salesforce1 Layouts (classic)

You can enable users to open Zero Keyboard directly from Salesforce1 and link memos directly to the record selected in SF1. Events and Tasks are using a global layout, other objects need to have a specific layout to be set.

1. Events and Tasks (Global layout)

  1. Go to Setup > App Setup> Create > Global Actions > Publisher Layouts
  2. Select Global Layout and click Edit


  3. Drag the Zero Keyboard action from the selection area to the Quick Actions in the Publisher, and save the changes


  4. Verify the layout in SalesForce1, Zero Keyboard should now appear in the global actions.

 

2. Standard Objects (Separate layouts)

You can update any standard object with Zero Keyboard selecting it first in SalesForce1.

  1. Go to Setup > App Setup > Customize > Accounts > Page Layouts
    (example here with the object Account)

  2. Select the layout you want to add the Zero Keyboard button to and click Edit.
    Then select Quick Actions from the left pane.
  3. Drag the Zero Keyboard action from the selection area to the Quick Actions in the Salesforce Classic, and save the changes.



  4. Verify the layout in SalesForce1, Zero Keyboard should now appear in the global actions.

 

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