Salesforce Dynamic Actions – Overview & Deep Dive Tutorial

By Christine Marshall

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 a Lightning Page, select the Highlights Panel and tick “Enable Dynamic Actions”. 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.

What’s Not Supported?

  • From the Spring ’23 release, Dynamic Actions for Desktop is generally available for custom objects and standard objects. 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

The Author

Christine Marshall

Christine is the Courses Director at Salesforce Ben. She is an 11x certified Salesforce MVP and leads the Bristol Admin User Group.


    Dario Finotti
    July 24, 2020 9:39 am
    Great functionality and article Christine!
    Juan Cruz Cazon
    October 19, 2020 4:53 pm
    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
    Christine Marshall
    November 04, 2020 1:21 pm
    Thanks for your comments Juan!
    January 19, 2021 11:56 pm
    doesn't work for Community Users .
    Kevin P
    January 20, 2021 9:39 pm
    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?
    Nguyen Quang Ha
    February 07, 2021 3:13 am
    confirmed it does not work with community record banner component. tested.
    Mayuri Nehul
    April 22, 2021 2:23 pm
    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
    Miguel Leal
    June 09, 2021 7:42 pm
    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
    Christine Marshall
    June 10, 2021 9:17 am
    Did you already convert it to use Dynamic Actions?
    Sarah Kennedy
    June 16, 2021 6:03 pm
    Question on visibility by Role: Does this obey the Role Hierarchy for visibility?
    Christine Marshall
    June 17, 2021 12:52 pm
    Hi Sarah, I'm not sure what you mean? Best, Christine
    Sarah K Kennedy
    June 17, 2021 2:02 pm
    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.
    Christine Marshall
    June 18, 2021 2:56 pm
    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.
    September 04, 2021 1:55 pm
    You are right , waiting for that capability
    September 30, 2021 10:14 am
    Does Dynamic actions support Email quick actions? I tried creating a Email quick acton and add to highlights panel through Dynamic actions but its not showing in list of quick actions
    Christine Marshall
    September 30, 2021 10:20 am
    Does your action show in the Activity component instead?
    January 24, 2022 7:09 pm
    Dynamic actions are not working for community user page. Did anyone have work around for this?? Thank you!!
    February 04, 2022 11:35 am
    We see it under Activity component but not on Highlight panel . Is it designed in this way ?
    February 04, 2022 11:43 am
    Can't add send email quick action in Highlights panel even after enabling Dynamic Actions. After clicking 'Add Action' button the list doesn't show up the Send Email Custom Action
    Christine Marshall
    February 16, 2022 11:19 am
    Actions that point towards the Activity objects (Task and Event) will appear in the Activity Timeline component.
    Christine Marshall
    February 16, 2022 11:20 am
    Actions that point towards the Activity objects (Task and Event) will appear in the Activity Timeline component.
    February 25, 2022 6:09 pm
    In case you're still looking for an answer, you need to show components when All filters are met. By using Any filters are met it checks to see if it's not Approved, and if it's not Approved it shows - even if it's Rejected - because it met the criteria in one filter. When you specify All filters it will check against them both.
    Kim Roberts
    March 16, 2022 12:17 pm
    Why can't my users see the fields from the Compact Layout after converting to this (even though the directions state they should)?
    Christine Marshall
    March 25, 2022 2:09 pm
    Hi Kim - sounds like you might need to log a case with Salesforce support!
    August 09, 2022 12:58 pm
    Doesn't appear to me that we can filter a dynamic action by lookup value. What I mean is I want to check if a lookup field is filled or not on the record, but I can only go through the lookup, not put a condition on it.

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