Unleash New Flexibility with Dynamic Actions on Desktop (GA and Beta) and Mobile (Beta)

There are now more ways to add the flexibility and control of dynamic actions to your record pages. Dynamic actions for custom objects are GA for desktop and Beta for mobile. Dynamic actions for supported standard objects (Account, Case, Contact, Lead, and Opportunity) are Beta for desktop. Assign actions in the Lightning App Builder instead of the page layout, and apply filters to control when and where actions appear for users.

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

Note

As beta features, Dynamic Actions for selected standard objects on desktop and Dynamic Actions for custom objects in the Salesforce Mobile App are previews and aren’t part of the “Services” under your master subscription agreement with Salesforce. Use either of these features at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of either of these features within any particular time frame or at all, and we can discontinue either feature at any time. These features are for evaluation purposes only, not for production use. These features are offered as is and aren’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with them. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Dynamic Actions in the Dynamic Forms & Actions group in the Trailblazer Community.

How: To enable dynamic actions for a custom object on desktop, add or select the Highlights Panel component on a custom 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.

To assign the same actions for the custom object on mobile as on desktop, in the properties pane select Enable dynamic actions from the Highlights Panel for the Salesforce mobile app (Beta).

Checkbox to enable dynamic actions for mobile.

If you want to use a different set of dynamic actions on mobile, or if you have a mobile-only Lightning page, you can enable dynamic actions for mobile via the Page properties on the record page. Create or open a record page for a custom object in the Lightning App Builder. In the Page properties pane, select Enable page-level dynamic actions for the Salesforce mobile app (Beta).

Checkbox to enable page-level dynamic actions on mobile.

To enable dynamic actions for a supported standard object (Account, Case, Contact, Lead, or Opportunity) on desktop, add or select the Highlights Panel component on the object’s record page. In the Highlights Panel properties pane, select Enable Dynamic Actions (Beta, desktop only).

Checkbox to enable dynamic actions for standard objects on desktop.

To add an action in any of the dynamic action scenarios, click Add Action (1) in the properties pane. In the Actions modal, choose an action and click Add Filter (2) to assign visibility rules based on record field, device type, and other filters. An eye icon Eye icon indicates visibility rules on action. (3) next to an action’s name indicates that visibility rules are applied. If you migrated actions from a page layout, you can modify them in the Actions modal.

Interface to add and configure dynamic actions in properties pane.