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Difficulty: MediumDynamic Forms and Dynamic Actions

Cloud Kicks wants the 'Approve Discount' quick action to appear on Opportunity record pages only when an opportunity's Amount is greater than $100,000 and the viewing user holds the 'Senior Sales Executive' profile. What configuration should an administrator implement in Lightning App Builder to satisfy this business requirement?

  1. Enable Dynamic Actions on the Highlights Panel component and configure action visibility filters based on the Amount field value and the User Profile.Answer
  2. B
    Create a separate Opportunity Page Layout for Senior Sales Executives and assign the action to the Quick Actions layout section.
  3. C
    Restrict Field-Level Security on the Amount field so the action evaluates access based on field read permissions.
  4. D
    Create a custom record type for high-value opportunities and assign a new publisher layout to the Senior Sales Executive profile.

Answer

Enable Dynamic Actions on the Highlights Panel component and configure action visibility filters based on the Amount field value and the User Profile.
Dynamic Actions in Lightning App Builder allow administrators to define granular visibility rules for quick actions based on record field values (such as Amount > $100,000) and user properties (such as User Profile). This eliminates the need for redundant page layouts or record types.

Step-by-Step Solution

1
Open the Opportunity record page in Lightning App Builder.
Access the page layout components and properties panel.
Lightning App Builder is where Dynamic Actions and component visibility rules are managed.
2
Select the Highlights Panel component and enable Dynamic Actions.
Converts the static page layout action list into customizable Dynamic Actions.
Dynamic Actions must be upgraded/enabled on the component before individual action visibility rules can be added.
3
Add the 'Approve Discount' action and set action visibility filters.
Filter 1: Record > Amount > 100000; Filter 2: User > Profile > Name = 'Senior Sales Executive'.
Filters evaluate both record data context and user context dynamically at runtime.

Key Concept

Dynamic Actions visibility rules in Lightning App Builder
Estimated Time:1m 30s
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Topics

Dynamic Forms and Dynamic Actions

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