Salesforce Dynamic Actions – Overview & Deep Dive Tutorial

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While Dynamic Forms might seem to be the star of the show, Dynamic Actions are set to be an extremely powerful new feature that all Salesforce Admins should explore.

Summer ‘20 is a particularly exciting release for Salesforce as they finally reveal a suite of new features for Lightning App Builder designed to facilitate the creation of “flexible and dynamic pages, without writing code” source: Try Dynamic Actions in App Builder with the Summer ’20 Release.

In this post we’ll cover what Dynamic Actions are, how to get started, as well as what is and isn’t supported.

What are Dynamic Actions?

Dynamic Actions will enable you to create uncluttered, intuitive and responsive pages that display only the actions your users need to see based on criteria you specify.

Instead of scanning an endless list of actions, your users will be presented with a simple choice, relevant to their role, profile, or when a record meets certain criteria.

Which actions are available and when they appear will be configured in the Lightning App Builder instead of the traditional page layout editor, leading to reduced administrative time and effort.

Dynamic Actions will be available in your production instance from the Summer ‘20 release.

Dynamic Actions Tutorial

You’ll enable Dynamic Actions from within the Lightning App Builder.

In edit mode on any Lightning Page for a custom object (and selected standard objects from Winter ‘21 release), select the Highlights Panel and tick “Enable Dynamic Actions (Beta, desktop only)”. You’ll need to do this on every Lightning Page you wish to use Dynamic Actions on.

With the box ticked we have a new option to “Add Action”.

Tip: If you don’t already have a Highlights Panel component on the layout you’ll need to add one.

Get Started with Dynamic Actions

Start planning how you’re going to use your new #AwesomeAdmin powers to design the action layout on your Lightning Page. Evaluate the business process for your custom object and what actions are needed when and by who.

1. Add universally required actions

Now you’ve enabled Dynamic Actions on your Lightning Page, click “Add Action” to get started adding actions. You could start by adding universally required actions i.e. actions that should always be available such as “Edit” or “Clone”.

Tip: Don’t forget that what a user is able to do is still controlled by their profile and permission sets. Just because you add “Edit” as an action will not grant users the right to edit a record.

2. Reorder actions

You can reorder actions at any time by simply dragging and dropping (in the same way you reorder tabs).

3. Make an action conditionally visible based on a field value

In my first example, a recruiter should only be able to request a copy of a passport if one has not already been received. We know if we have received a copy based on a tick box on the Candidate record page.

With the Highlights Bar selected, I choose “Add Action” and find my “Request Copy Of Passport” action.


Next, I click on “+ Add Filter” and add my display criteria. In this instance I only want to display my action if the “Copy of Passport Received?” tick box is false (unticked). Click “Done” to finish.

You’ll know if an action is conditionally displayed because it will have an eye icon next to it.

Let’s check it out in action! When “Copy of Passport Received?” is unchecked, our user has the action available to request a copy. As soon as the checkbox is ticked, the action disappears so we won’t accidentally be requesting it again.

4. Make an action conditionally visible based on a user’s profile

You definitely have actions that should only be used by particular users, roles or profiles and you’re probably controlling visibility via different page layouts.

With Dynamic Actions you’ll no longer need separate page layouts to control visibility of actions because you can do it from the Lightning App Builder.

In my second example, a candidate’s information should only be sent to a Hiring Manager by a Recruitment Manager.

With the Highlights Bar selected, I choose “Add Action” and find my “Send To Hiring Manager” action.

Next, I click on “+ Add Filter” and add my display criteria. I select the “Advanced” filter type option. In this instance I only want to display my action if the user’s profile is “Recruitment Manager”. Click “Done” to finish.

When I look at my candidate record there’s no action! That’s exactly what we want to see because only the Recruitment Manager profile should see it and I’m logged in with the System Administrator profile.

5. Add mobile actions (beta)

From Winter ‘21 release, you can add the same dynamic actions to the mobile layout by selecting “Enable dynamic actions from the Highlights Panel for the Salesforce mobile app (Beta)”.

Source: Unleash New Flexibility with Dynamic Actions on Desktop (GA and Beta) and Mobile (Beta)

You can also use a different set of dynamic actions on mobile. With your record page open, select the Page properties pane and select “Enable page-level dynamic actions for the Salesforce mobile app (Beta)”.

Source: Unleash New Flexibility with Dynamic Actions on Desktop (GA and Beta) and Mobile (Beta)

Dynamic Actions Bar

From the Summer ’21 release, you’ll also be able to configure a complete Dynamic Actions Bar, enabling you to add standard and custom actions, as well as set the visibility for the entire bar.

Lightning App Builder with a Dynamic Actions Bar properties pane

Source: Create a Dynamic Actions Bar for Your App Page

What’s Not Supported?

  • From Winter ‘21 release, Dynamic Actions for Desktop is generally available for custom objects and beta for certain standard objects (Account, Case, Contact, Lead, and Opportunity). To stay up to date on the road map for Dynamic Actions please join the Trailblazer Group here.
  • From Winter ‘21 release, Dynamic Actions are beta for mobile.

Useful Resources

Trailhead: Be An Innovator With Dynamic Pages Trailmix

Try Dynamic Actions in App Builder with the Summer ’20 Release

Dynamic Forms & Actions Group

Release Notes

13 thoughts on “Salesforce Dynamic Actions – Overview & Deep Dive Tutorial

  1. Incredible functionality, and also I discovered there is a hidden improve here for Cases.

    Currently if you want to add actions to Hightlights Panel inside Cases, it’s not possible as they always appear inside Chatter component. The only way to make them appear on Highlights Panel, is to disable Feed tracking for Case object, or to create a Button.
    If you put actions inside the Chatter component, you will have the possibility to open them in modals, but Chatter is not so good place to put them.
    If you create a button to be able to put the actions inside Highlight Panel, you lose modal functionality because buttons opens as links.

    As Dynamic Actions in Winter ’21 are adding support for Cases, you can now add them to Highlight Panel, and have the modal functionality also!!
    That’s and incredible improve here, that i found is not mentioned in official documentation

  2. I recently added dynamic actions on our accounts LEX page along with profile based visibility to certain buttons based on profile and have noticed that it seems to be VERY slow loading….. the buttons are the last item to load and it seems to take 5-8 seconds before they appear…

    Anyone else seeing that?

  3. This information is really helpful. I have the requirement to hide submit for approval button when the status is approved or rejected so I have created dynamic action for it by providing the following conditions:

    1.Status is not equal to Approved.
    2.Status is not equal to Rejected.
    3.Show components when: Any filters are met.

    I have activated the record page as well but I am not getting expected results if the status is already approved or rejected I am still able to see Submit for approval button.

    Can anyone please help me to understand if I am missing any steps here.

    Thanks in advance

  4. Is there any reason why i can not se the convert button once i update to use dynamic Actions? I got it when this was deactive but now that i activate it i can not see it anymore

  5. Hi – If a Dynamic Action has visibility based on Role and say that role is ‘Staff Member’. So any user with role ‘staff Member’ can see that Dynamic Action. Then can a user with role ‘Leader of Staff’ (which is a level up in the Role Hierarchy) also see the Dynamic Action?

    Role Hierarchy:
    Leader of Staff
    –Staff Member (is under Leader of Staff)

    Thanks.

    1. Christine Marshall

      Reply

      Role hierarchy controls record access so it won’t have an impact on conditional visibility of components. You can add multiple filters to a field or component to share with several roles.

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