Salesforce Dynamic Actions: overview, benefits, business cases
The main idea of Dynamic Actions in Salesforce is to provide users with access to those actions which they really need according to their position in the company, responsibilities, or any of the other defined criteria.
In this article, we will discuss what the Salesforce Dynamic Actions are; how businesses in various industries can benefit from Dynamic Actions (and also provide you with a few business cases); we will help you to configure Dynamic Actions; and at the end of the article, you will find information of how Dynamic Actions will be upgraded with Salesforce Spring '23 release.
What are Salesforce Dynamic Actions?
Dynamic Actions allow you to provide the exact person with the needed action button at a precise time. In the Summer '20 release, Salesforce introduced Dynamic Actions for configuring and adding visibility rules for actions on record pages directly from within the Lightning App Builder. This tool allows users to choose which actions should appear in the Highlights Panel on the object's record page.
Now the user can only access those actions they need according to their role (for instance, support users don't need to see all of the actions available for admin), profile, or chosen criteria: the actions will appear or disappear in the Highlights Panel.
Dynamic Actions guide your team members through the experience with the clearest next steps.
What are the benefits of using Dynamic Actions?
No need to create as many page layouts as it was before.
Controlling actions from the Lightning App Builder.
See the results with a live preview.
Show a separate set of buttons for users with certain profiles or different buttons depending on the form factor
Provide users with quicker access to necessary processes.
Control the visibility of an action button on the page layout based on the value of fields on the Parent Object.
Dynamic Actions brings point-and-click customization for quick actions into the Lightning App Builder.
Salesforce Dynamic Actions Business Cases
Dynamic Actions could be applied to any industry business that uses Salesforce. But we know that Dynamic Actions might seem confusing. So let's take a look at a few real-world cases to make it clear.
Imagine you have the same object Car Service and need to manage a couple of actions like changing status, closing order, and so on. Your admin can change the visibility of actions that have your support user. Support users can have only several actions, for example, changing car status, etc. With Salesforce Dynamic Actions, the admin can specify filters that support users who can only use specific actions and will be visible only for particular users.
Imagine you are a family practitioner in a large hospital. And you have hundreds of patients you are responsible for. And what if, let's say, in one day, you got lab tests of one hundred patients? Or, for instance, a part of your patients regularly have to do monthly health tests. So, in the database, you receive the results of various tests of a real crowd of people. It takes a pretty serious amount of time to process all of the results there. But some people might need urgent help, and their results could be at the end of the list. Salesforce Dynamic Actions allow solving the problem. With Dynamic Action features, you, as a doctor, could see an action button that could say to call the patients or their relatives if the patient's health indexes are below the average index.
Let's take a look at the next possible scenario. Imagine you own a business in the retail industry. Your company sells some products, and a manager tracks this flow, working with Orders/Quotes/Opportunities in Salesforce. If the total price of closed related quotes is more than some defined amount, the manager will see on Opportunity the fields with information that need to push this Opportunity forward in flow. Also, it might be made so that the manager sees the button (the next step) with the recommendation of sending an email to the regional manager with the appropriate information.
Simple configuring of Salesforce Dynamic Actions
The simple way to configure action is to click on the action you need on the right side of the screen and make an action conditionally visible based on a field value. You can reorder actions at any time by simply dragging and dropping.
Read our article Salesforce Dynamic Actions: how to get started to find a step-by-step guide on how to configure Dynamic Actions.
Spring '23 release
According to Spring '23 release notes, soon Salesforce Dynamic Actions on the record pages will also be available for all standard objects for the desktop. Previously, this tool was generally available only for Account, Case, Contact, Lead, and Opportunity for desktop. Dynamic Actions for custom objects are also generally available for desktop and mobile.
"Assign actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users", - Salesforce help.
Salesforce Dynamic Actions are part of low-code suits that allow System Administrators to add visibility rules to show or hide quick actions to ensure the right users see what is important to them at the right time. Instead of viewing an endless list of actions, your team members will be shown simple steps (or actions) relevant to their role, profile, or specified criteria. Any industry can benefit from Salesforce Dynamic Actions because the scenario might be applied anywhere. The main idea is: if some condition is true, then the user sees some specific actions/buttons.
Sparkybit is a Salesforce consulting partner. We make Salesforce perform at its best by fitting it to Clients’ custom business needs. Contact us, if you need help with configuring Dynamic Actions or if you have any other questions about Salesforce.