How to Set up Dynamic Actions in Salesforce

Today we will be covering how to set up Dynamic Actions. This is a feature release in Summer ‘20. To set up Dynamic Actions, follow these steps:

1. From a record of the desired object, click on “Edit Page” to enter the visual editor. You will see the quick actions that are set on the Object Page Layout in Object Manager.
2. Click on the highlight panel and select “Enable Dynamic Actions”, then select “Add Action”. This will override the Quick Actions set on the Page Layout.
3. Click “Add Action” then type in and select the action.
4. Next click on “Add Filter”, set desired criteria, then click “Done”. Add any other quick actions – with or without criteria – as they were removed by enabling dynamic actions.
5. Save the page and then navigate back to the record, refresh the page, and notice the dynamic actions!

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance setting-up dynamic actions in Salesforce, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

About Roycon
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.