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  • Writer's pictureIryna Yamborska

Salesforce Dynamic Actions: detailed guide on how to get started

Salesforce Spring '23 Release date is approaching. And there is one (of many) interesting features in Release Notes: Dynamic Actions for Standard Objects (Generally Available). And we all are waiting for such a feature. But now, Dynamic Actions are generally available for Account, Case, Contact, Lead, and Opportunity for desktop. So, to prepare for Salesforce Spring '23 Release, let's remind ourselves what Dynamic Actions is in Salesforce, discuss how to get started with Dynamic Actions, and take a look at how it works now.


What are Salesforce Dynamic Actions?


Dynamic Actions are configured in the Lightning App Builder instead of the usual page layout editor and can only be used for custom objects on the Highlights Panel and Desktop. With Dynamic Actions, you can display Actions based on your set criteria.


Instead of searching for the right Actions in not a small list, users will be offered to choose an action according to their role, profile, or when a record meets specific criteria. The administrator can add, reorder, and delete Actions directly in Lightning App Builder.


How to get started with Dynamic Actions?


To start with Dynamic Actions, you need to click on the Highlights Panel component in the Lightning App Builder (if you don't already have a Highlights Panel component, you must add it). Then you will see a new option in the properties panel on the right - "Enable Dynamic Actions (Beta, desktop only)" - tick the box to enable Dynamic Actions on the page. You will need to do this on every Lightning page that you want to use Dynamic Actions on.


Salesforce Dynamic Actions settings | Saprkybit Blog

You may notice that the Actions previewed in the Highlights Panel component will disappear when you first click there.


Before enabling Dynamic Actions

Salesforce Dynamic actions configuration | Sparkybit Blog

After

Salesforce Dynamic Actions configuation | Sparkybit Blog

This is because the Actions metadata is now managed by the Actions that will be added to the Highlights Panel.


The Actions section and the "Add Actions" button will also appear. When you click the "Add Actions" button, a window where you can select Standard Action, Global Action, and Quick Action will be displayed.


Salesforce Dynamic Actions adding action | Sparkybit Blog

When choosing Actions, you can immediately set the visibility conditions on the page by clicking the “Add Filter” button. Or you can do it later by selecting Actions from the list of previously added Actions, which, by the way, can be ordered by simply holding Actions with the mouse and dragging it to the needed place in the list.

Salesforce Dynamic Forms adding filters | Sparkybit Blog

Now let's set the visibility rules for Actions. Just click on any Actions, then “Add Filter”. In the following example, this would be Approve, which should only be shown in the Highlights Panel when the value of the Stage field is Pending Approval. Don't forget to click "Done".


Salesforce Dymanic Actions filters | Sparkybit Blog

Let's set up the same visibility rule for Action - Reject.

Salesforce Dynamic Action rules

Note that Actions that have visibility rules applied are displayed with an “eye” icon.

Salesforce Dynamica actions edit

For example, let's create another visibility condition for Action - New Task, which should be available only for a User with a certain Profile. To do this, select Action again, press the button - “Add Filter”, in the criteria select the filter type “Advanced” and specify the profile - Analytics Cloud Security User.

Salesforce Dynamic Actions advanced

Now let's check how we set up Salesforce Dynamic Actions. Click "Save" and return to the registration page. Initially, we see only those Actions that are always visible - Edit and Delete.

Salesforce Dynamica actions instructions | Sparkybit Blog

Approve and Reject are not displayed because the value of the Stage field is not Pending Approval, but New Task, because of the System Administrator profile. Let's change the Stage to Pending Approval. We see that Actions have appeared on the Highlights Panel according to the rules of visibility.

How to use Salesforce Dynamic Actions | Sparkybit Blog

What is not supported?

  • Dynamic Actions with standard objects does not work yet;

  • Available for desktop only;

  • Mobile, Chatter, and Activity Actions will continue to be controlled by the traditional page layout.

 

Dynamic Actions is a very convenient and useful tool to use. Sparkybit Salesforce team shares their experience with Dynamic Actions: “We had a project where Dynamic Actions would be really helpful because we didn't hide the Actions, we just set the Validation Rules with a message like this - "The entry criteria does not allow Actions to be taken". But there is a caveat - it was a standard object. Therefore, we think Dynamic Actions will gain more popularity after it becomes possible to use them in standard objects”.




Oleg Minko, CTO at Sparkybit
Oleg Minko, CTO at Sparkybit

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