Dynamic Highlight Panel in Salesforce

The Highlight Panel on a record page is primarily used to display important record values, such as key field values, prominently. Previously, to configure the fields displayed in the highlight panel, you had to navigate to Compact Layouts in the Object Manager, and then drag and drop the desired key fields. For example, in the case of Opportunities, key fields might include Stage, Amount, and Close Date.

However, with the Dynamic Highlight Panel, you no longer need to access Compact Layouts. Instead, you can configure the highlight panel directly from the App Builder. This enhancement allows for greater flexibility and dynamic behavior based on conditions.

Key Features of Dynamic Highlight Panel

• Field Limit:
  
  
  • The dynamic highlight panel can display up to 12 fields.
• Conditional Field Visibility:
  
  
  • You can set conditions for field visibility. For example:
    
    
    • If the Industry is "Technology," the Type field can be displayed.
    • A visibility icon indicates conditional fields.
  • Example:
    
    
    • Current Industry: Recreation → Type is hidden.
    • Change Industry: Technology → Type is displayed as "Prospect."
  • After setting the condition, save and refresh the page to see the updates.
• Primary Field Customization:
  
  
  • Replace the primary field (e.g., Account Name) with another field, such as Account Number, based on your preference.
• Actions Customization:
  
  
  • Add actions like Clone, Edit, or Delete, and configure their visibility based on conditions. For example:
    
    
    • Show the Delete button only if the user’s profile is System Administrator.
• Responsive Design:
  
  
  • The Dynamic Highlights Panel is responsive. When you change the size of your browser window, your information stays visible and wraps instead of being truncated.
• Drag-and-Drop Configuration:
  
  
  • If you face issues dragging and dropping fields into the highlight panel, ensure your app or record page is upgraded to a Dynamic Page. Without this upgrade, dynamic features like the Dynamic Highlight Panel or Dynamic Actions will not be available.
• Mobile Support:
  
  
  • Enable this feature on Salesforce Mobile by navigating to Setup, searching for Salesforce Mobile App, and enabling Dynamic Forms and Dynamic Highlight Panel for mobile devices.
• LWC-Enabled Object Support:
  
  
  • The Dynamic Highlight Panel uses dynamic actions by default and is supported for all LWC-enabled objects. For a list of LWC-enabled objects, see LWC Migration for Record Home Pages.

Step-by-Step Guide to Configure Dynamic Highlight Panel

• Navigate to the record page you want to customize (e.g., Opportunity).
• Click on Edit Page to open the App Builder.
• Locate the Dynamic Highlight Panel under Fields.
  
  
• Drag and drop the Dynamic Highlight Panel to the desired section on the page.
• Drag and drop the fields you want to display into the panel. For example:
  
  
  • Account Name
  • Annual revenue
  • Type
  • Rating
    
    
• Configure conditional visibility for fields:
  
  
  • Select a field (e.g.,Type)
  • Click Add Filters and set a condition (e.g., Industry type is equal to Technology ).
  • Click Done and save your changes.
    
    
• Add and configure actions:
  
  
  
  
  • Drag actions like Clone, Edit, or Delete to the panel.
• Add and configure actions:
  
  
  
  
  • Drag actions like Clone, Edit, or Delete to the panel.
• Save and activate the changes:
  
  
  • Assign the page as Org Default, App Default, or App and Record Type Default as needed.
  • Click Save.

Example: Conditional Field Visibility

Let’s say you want to display the Lead Source field only if the Amount is less than 100K. If the amount exceeds 100K, the field will be hidden.

• Set the condition for Lead Source:
  
  
  • Use the Add Filters button.
  • Set Amount ≤ 100K.
• Save and refresh the page to see the updates.

Similarly, for actions, you can configure conditions such as displaying the Delete button only if the user’s profile is System Administrator.

Conclusion

Where: This change applies to Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How:

• Drag the Dynamic Highlights Panel component onto the Lightning App Builder canvas.
• Add fields to the panel. The Primary Field value is preselected, but you can change it as needed.
• Use visibility rules to show and hide fields or actions dynamically.

By using the Dynamic Highlight Panel, you can ensure that your record pages are not only visually appealing but also highly functional and context-aware. This feature allows for a dynamic and personalized user experience on both desktop and mobile platforms.

For additional questions on Experience please reach out to support@astreait.com