#SalesforceSpring24 – Dynamic Actions on Standard Objects on Mobile

#1MinuteTip #SalesforceSpring24 Dynamic actions on mobile are no longer limited to custom objects. Use dynamic actions on standard objects on mobile devices and give users more personalized experiences on record pages.

Add actions in the Lightning App Builder instead of the page layout. You can set filters (based on user fields, form factors, and other criteria) to control when and where actions appear for users.

Product Area: Lightning App Builder

1. Enable Dynamic Actions on Mobile from Setup -> Salesforce Mobile App

Enable Dynamic Actions on Mobile

2. Open the Lightning App Page Builder for the Standard Object. Set display to Phone so that you can preview the changes in real-time (1). Check the box to enable page-level dynamic actions (2). Click “Add Action” and add the actions as desired (3). The actions will be visible at the top of the page (4).

Add Dynamic Actions on Standard Objects in Lightning App Builder

References & Useful URLs

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