Make Actions & Recommendations Deployments Mandatory (Critical Update, Enforced)

This update requires that you select a deployment for the Actions & Recommendations component. When you configure Lightning Flow for Service, a deployment lets you control the actions that agents can start when they need an action that doesn’t appear in the component’s to-do list. Make Actions & Recommendations deployments mandatory was a critical update in Winter ’20 and is enforced in Spring ’20.

Where: This change applies to Lightning Experience in Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

When: Make Actions & Recommendations deployments mandatory was a critical update in Winter ’20 and becomes mandatory when your org is updated to Spring ’20.

Why: Deployments specify which actions agents can launch from the component and whether recommendations from a Next Best Action strategy appear. Previously, selecting a deployment in component properties was optional. If you didn’t select a deployment, channel defaults were undefined, and users saw all available actions when they clicked Add. Requiring a deployment lets you control which actions your agents see when another step is needed.

How: From Setup, in the Quick Find box, enter Critical Updates. Click Review next to Make Actions & Recommendations Deployments Mandatory to learn more about the update. Click Activate to require the use of a deployment.

Note

Note

After you activate this update or after it’s enforced, if a deployment isn’t selected, then no actions appear when the user clicks Add. In addition, the Actions & Recommendations component displays an empty list unless other RecordActions exist for the record.

To verify behavior after activation, add the component to a record page. In properties, select an Actions & Recommendations deployment. View record pages where the component appears.