Salesforce: Dynamic Actions Guide
I will show you how to use dynamic actions from enabling it, adding visibility rules, and disabling it. Watch in 1.5x the speed for better experience.
With Dynamic actions you can add flexibility and control to actions on your record pages. Assign dynamic actions in the Lightning App Builder instead of in the page layout editor, and then apply filters to control when and where actions are visible to users.
Once upgrading to dynamic actions you are allowed to select migrate or start from scratch for actions. Keep in mind if you are selecting from scratch there will be no actions and must be added to the page with any existing actions.
You can have up to 10 quick actions visible on the highlights panel BUT the rest of the actions will appear in the drop-down for available use.
Resources:
https://help.salesforce.com/s/article...
https://sfdceverywhere.com/2021/08/11...
Check out this blog!
https://definingaffect.com/
Timestamps
Intro: 00:00
Enable Dynamic Actions 00:55
Overview 02:53
Add visibility rule to an action 04:09
Testing it and explanation 06:27
Disable dynamic action 08:08
Outro 09:17