Dynamic Actions is a powerful feature in Salesforce Lightning that allows administrators to configure page-specific actions on Lightning record pages, replacing the traditional publisher layout approach. This feature provides greater flexibility and control over which actions appear on record pages…Dynamic Actions is a powerful feature in Salesforce Lightning that allows administrators to configure page-specific actions on Lightning record pages, replacing the traditional publisher layout approach. This feature provides greater flexibility and control over which actions appear on record pages based on various criteria.
Before Dynamic Actions, actions displayed on record pages were controlled through the page layout's Salesforce Mobile and Lightning Experience Actions section. This meant the same actions appeared regardless of which Lightning record page was being used. Dynamic Actions changes this by moving action configuration from the page layout to the Lightning App Builder.
With Dynamic Actions enabled, administrators can configure actions at the component level within Lightning App Builder. The Highlights Panel and specific related list components support Dynamic Actions, allowing you to add, remove, reorder, and set visibility rules for actions on a per-page basis.
Key benefits of Dynamic Actions include:
1. Page-Specific Customization: Different record pages for the same object can display different actions based on user needs or business processes.
2. Visibility Filters: Actions can be shown or hidden based on field values, user permissions, device type, or custom criteria using filter conditions.
3. Simplified Administration: Changes to actions no longer require modifying page layouts, making maintenance easier and reducing the risk of unintended changes affecting other pages.
4. Enhanced User Experience: Users see only relevant actions, reducing clutter and improving productivity.
To enable Dynamic Actions, open a Lightning record page in Lightning App Builder, select the Highlights Panel component, and check the option to enable Dynamic Actions. Once enabled, you can migrate existing actions from the page layout or start fresh with a new action configuration.
Dynamic Actions is available for standard and custom objects, though some standard objects have limited support. This feature represents Salesforce's continued effort to provide administrators with more granular control over user interface customization.
Dynamic Actions in Salesforce: A Complete Guide
What Are Dynamic Actions?
Dynamic Actions is a feature in Salesforce Lightning that allows administrators to configure which actions appear on a record page based on specific criteria. Unlike standard page layouts where actions are static, Dynamic Actions enable you to show or hide action buttons dynamically based on field values, user attributes, or other conditions.
Why Are Dynamic Actions Important?
Dynamic Actions are crucial for several reasons:
• Improved User Experience: Users only see actions relevant to their current context, reducing clutter and confusion • Streamlined Workflows: Actions can be tailored to specific record states, guiding users through proper business processes • Reduced Errors: By hiding irrelevant actions, you prevent users from taking inappropriate actions on records • Flexibility: Admins can create sophisticated action visibility rules using filter conditions • Migration from Classic: Provides a path to move away from publisher actions defined in page layouts
How Dynamic Actions Work
Dynamic Actions are configured through the Lightning App Builder. Here's how they function:
1. Enable Dynamic Actions: In Lightning App Builder, select the Highlights Panel or Record Detail component and enable 'Enable Dynamic Actions' in the properties panel.
2. Add Actions: Click 'Add Action' to select from available actions including standard actions, custom actions, and quick actions.
3. Set Visibility Filters: For each action, you can define filter conditions that determine when the action appears. Filters can be based on: • Field values on the record • User attributes (profile, role, permission sets) • Device type (desktop or phone) • Custom formulas
4. Component Requirements: Dynamic Actions work with the Highlights Panel component and are supported on standard and custom object record pages.
Key Considerations
• Dynamic Actions override actions from the page layout assigned to the user • They are configured per Lightning record page, not per page layout • Standard actions (Edit, Delete, Clone) and custom quick actions can be configured • Actions can be reordered to control their display sequence • Different actions can be shown for desktop versus mobile experiences
Exam Tips: Answering Questions on Dynamic Actions
Know the Setup Location: Questions often test whether you know that Dynamic Actions are configured in Lightning App Builder, not in page layouts or object settings.
Understand the Relationship with Page Layouts: Remember that when Dynamic Actions are enabled, they take precedence over actions defined in page layouts for that Lightning page.
Component Awareness: Be familiar with which components support Dynamic Actions - primarily the Highlights Panel component.
Filter Conditions: Expect scenario-based questions asking you to determine how to show/hide actions based on field values or user attributes.
Use Cases: Common exam scenarios include showing different actions based on record status, opportunity stage, or case type.
Limitations: Know that Dynamic Actions require Lightning Experience and are configured at the page level, not globally.
Migration Context: Understand that Dynamic Actions help organizations move action configuration from page layouts to Lightning pages, providing more granular control.
Practice Scenario
If asked: 'An admin wants to show a 'Close Case' button only when the Case Status is 'In Progress'. What should they use?'
The answer is Dynamic Actions with a filter condition on the Status field. This demonstrates the core value of the feature - conditional action visibility based on record data.