How to Use Dynamic Highlights Panel in Salesforce

Salesforce is always evolving to make life easier for its users. One of its latest updates is the Dynamic Highlights Panel, a powerful feature that helps users view key information at a glance—without scrolling through long record pages.

This panel replaces the old Highlights Panel, offering more flexibility, custom rules, and responsive design. In this blog, you’ll learn what the Dynamic Highlights Panel is, why it’s useful, and how to set it up on the Opportunity object step by step.

What is the Dynamic Highlights Panel in Salesforce?

The Dynamic Highlights Panel lets you display up to 12 important fields at the top of your record page. Unlike the classic Highlights Panel, it doesn't depend on compact layouts and can be personalized based on different users or conditions.

Key Features:

  • Show up to 12 key fields to surface critical data instantly.

  • Responsive design that wraps fields based on screen size.

  • Conditional visibility rules let you control what users see based on profile, record type, or field value.

  • Mobile-optimized for a smooth experience across devices.


Why Use the Dynamic Highlights Panel?

This feature improves productivity and user experience by showing only the most relevant fields to each user. Whether you're in sales, support, or admin, here's how it helps:

Benefits:

  • Instant access to key data without scrolling.

  • Customized views for different roles (e.g., sales reps vs. managers).

  • Better data visibility on mobile and small screens.

  • Stronger data security using field-level display rules.


How to Set Up the Dynamic Highlights Panel (Step-by-Step)

Let’s walk through how to configure the panel on the Opportunity object in Salesforce Lightning:

Step 1: Access the Opportunity Object

  1. Go to Setup > Object Manager.

  2. Search for Opportunity and click to open it.

  3. Under Lightning Record Pages, click “New” or select an existing layout.

  4. Click the Gear icon > Edit Page on the opportunity record.

Step 2: Add the Dynamic Highlights Panel

  1. In the Lightning App Builder, look for the Dynamic Highlights Panel component.

  2. Drag and drop it into the desired section on the layout.

  3. Remove the old Highlights Panel to avoid duplication.

Step 3: Choose Fields for Different User Roles

  1. Select up to 12 fields that are most important for your users.

  2. Use Field Visibility Filters to control who sees what based on:

Step 4: Customize Actions Based on Role

  1. For sales reps: Add actions like Log a Call, Create Task.

  2. For managers: Add Close Opportunity or Submit for Approval.

  3. You can also personalize button labels and layouts to suit your team’s workflow.

Pro Tip:

Using conditional visibility, you can show/hide fields without creating multiple page layouts—saving time and reducing admin overhead.

Mobile-Friendly and Responsive

The Dynamic Highlights Panel is fully optimized for mobile devices. Whether your team uses desktops, tablets, or smartphones, the panel adjusts seamlessly—keeping your records clean and user-friendly.

Final Thoughts

The Salesforce Dynamic Highlights Panel is a game-changer for customizing Lightning record pages. By tailoring the visible data to each user’s needs, it boosts efficiency, improves usability, and delivers a consistent experience across devices.

Start using it today and give your team instant access to the information that matters most.

Related Resources

FAQs

What is the Dynamic Highlights Panel in Salesforce?

It’s a flexible panel that displays up to 12 key fields on a record page, replacing the old Highlights Panel and supporting responsive, conditional layouts.

How do I enable the Dynamic Highlights Panel?

Use the Lightning App Builder, drag the Dynamic Highlights Panel component, and configure fields and visibility rules based on your team’s needs.

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