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