Note: Do not forget what a user can do is still controlled by their profile and permission sets.

actions that should always be available such as “Clone” or “Edit”. You can start by adding universally required actions i.e. Let us start planning on how you are going to use your new Awesome Admin powers to design the action layout on your Lightning Page.Įvaluate the business process for your custom objects and what actions are needed when and by whom.Īfter enabling Dynamic Actions on your Lightning Page, click “Add Action” to get started adding actions. Note: In case of editing the existing page layout, if you do not already have a Highlights Panel component on, you will need to add one.

You will need to do this on every Lightning Page you wish to use Dynamic Actions.ġ0.A new option “Add Action” will be displayed, and it adds our Dynamic Action into place. Note: Highlight panel is the most needed to enable Dynamic Actions.ĩ.Select the Highlights Panel and tick “Enable Dynamic Actions (Beta, desktop only)”.

Dynamic Actions will be available in your production environment from the Summer ‘20 release.ģ.On the Quick Find enter & navigate to “Lightning App Builder”Ĥ.Click on the button and select “Record page” on the “Create a new Lightning page”ĥ.Enter a value for “Label” and select your desired custom object and click on the buttonĦ.e.g., My custom object “Deltek Timesheet” (on any Lightning Page for a custom object and selected standard objects from Winter ‘21 release)ħ.Select any one of the Standard Page Templates on “Create a new Lightning page” and click on the buttonĨ.Click and drag your desired page layout section. The actions which are available and when they appear can be configured in the Lightning App Builder instead of the traditional page layout editor, resulting reduced administrative time and effort. 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. Hence, we can now control visibility of each action based on factors that we specify.ĭynamic Actions enables you to create uncluttered, intuitive, and responsive pages that display only the actions your users need to see based on the criteria you specify.

Dynamic Actions in Salesforce allow users to choose which actions need to appear in the Highlights Panel on the object’s record page.

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