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Display Actions Conditionally with Dynamic Actions

May 18 · 5 min read

For admins, Summer ‘20 is the gift that keeps on giving. Hot on the heels of the newly announced Dynamic Forms (Safe Harbor, as you know) they are announcing Dynamic Actions.

If you have ever created a new Profile so you could hide one measly button from a page layout for 2 users raise your hand. Yeah, I see a lot of you out there.

I feel your pain, and apparently Salesforce does too. While Dynamic Actions is in Beta for Summer 20 (at least it’s not a “Non-Developer Preview”), my crystal ball says that this feature will make it to GA in the near future (Safe Harbor, again).

Here is how it will work:

Walk-through

There are no global switches to enable. You simply go to your desired flexipage, and click on the Highlights Panel. If you don’t have one, then you have to add it for this feature to work. Then simply click the “Enable Dynamic Actions” button like shown below. When you do that, a button will display so you can start adding actions to this Highlight Panel

Enable Feature.png
New Button.png

Click on that “Add Action” to add any actions you want. Keep in mind that you don’t have to add any display logic to it. You can add as many buttons as you want (I tried 5 or 6) but remember that only the first few will show up, just like the normal actions. Then, you can add logic to conditionally display any of them, like this

Add Criteria.png

The beauty of this feature is that you can use nearly any field on the screen, or a custom permission, or any other feature that is present in the “Add Filter” button.

In short, this works as if you were conditionally displaying any other component on a flexipage. 

In my case, I chose to only allow a record to be cloned if a certain field contains a value less than or equal to 100. Once you click on “Done”, the screen helpfully identify the conditionally displayed actions with a cool icon.

Identify that Criteria Exists.png

You’re done! Let’s check out how this works now. I can see below that my button is, correctly, not showing for high values.

No Action.png

After an update, it shows!

Note that I had to refresh my screen for the button to disappear. That was very annoying, but I guess this is still a “Beta” for a reason. Overall, however, this is great improvement and I can’t wait to use it in production environments.

Action Shows Up.png

Summary

Just like with Dynamic Forms, this is a huge step forward.

And it has one less caveat… it works for Standard Objects (mobile users, you will have to wait as well).

The ability to filter by a random field is great, and hopefully, Salesforce will help us by kicking off a page refresh so we don’t have to. I can’t wait for Summer ‘20 to drop!

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