• About
  • Contact me!

Salesforce Everywhere

~ Blog on Salesforce Dev and admin stuff

Salesforce Everywhere

Tag Archives: Dynamic Actions

Using Dynamic Actions

11 Wednesday Aug 2021

Posted by Mani in Salesforce Configuration

≈ Leave a comment

Tags

Dynamic Actions, Salesforce Tips, Winter 21

Scenario:

Let’s say we have a quick action button(Edit) in the Highlights panel and the object behind the page is a Custom object. Also, we have a field called Form Status and we need to hide the button, when the Form Status = Pending Department Approval or Form Status = Pending Final Approval. This means, when the record is pending for approval, we don’t want any user to edit it.

Solution:

Use Dynamic actions :). This feature lets us to show or hide the actions based on criteria(s).

Dynamic actions for custom objects are now GA for mobile, and have been GA for desktop since Winter ‘21. Dynamic actions for Account, Case, Contact, Lead, and Opportunity are now GA for desktop. Dynamic actions for all other standard objects are Beta for desktop.

Where: This change applies to Lightning Experience desktop and the Salesforce mobile app in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: To enable dynamic actions for a custom object on desktop and mobile, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, click Upgrade Now and step through the migration assistant to migrate actions or start with new ones.

Upgrade Now button for custom objects.

When you click on Upgrade now, system will ask you to migrate the existing page or start from Scratch. I had selected the Migrate option and chosen the page layout that is displayed on the record page. That’s it, now you can use Dynamic actions!!

Select the action(in this case, it is Edit) and click on Add Filter for that action. You can have multiple filters and set the filter logic as well:

The beauty of this feature is that we can also make this button available only for System administrators by checking the logged in user profile, when the Form Status = Pending Department Approval or Form Status = Pending Final Approval:

Actually, when you select Advanced, we can choose fields from User object, Device Form Factor, Custom/Standard Permissions and much more. Really cool isn’t it?

Hope this post is helpful and please leave your comments below for any questions. Thanks!!

P.S: To stay up to date on the road map for Dynamic Actions please join the Trailblazer Group here.

Blog Stats

  • 111,810 hits

Archives

Recent Posts: Salesforce Everywhere

How to get field values on onLoad in lightning-record-edit-form in LWC?

Using Dynamic Actions

How to check if the logged in user is a Guest user or not in APEX class?

How to Close Quick action in LWC

Lightning component to filter Products and display results in lightning data table

Connect with me

  • View @manibalan_s’s profile on Twitter
  • LinkedIn

Developer links

  • Salesforce Developer website
  • Salesforce Success Community

Enter your email address and click on Follow us (below) to follow this blog and receive notifications of new posts by email.

Website Powered by WordPress.com.

  • Follow Following
    • Salesforce Everywhere
    • Already have a WordPress.com account? Log in now.
    • Salesforce Everywhere
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar