Using Dynamic Highlight Panel Effectively – Salesforce Winter’25

Salesforce Winter’25 release provides important change on Lightning page with its introduction to Dynamic Highlight Panel. Let’s explore how to use it. We will also implement its feature to see how it increases flexibility and accessibility on record page.

What is Dynamic Highlight Panel ?

Before diving into newly introduced Dynamic Highlight Panel, Let’s understand Highlight Panel, In Salesforce, Highlight panel is a section that is displayed on top of lightning record page. We can use this Highlight panel to display field most important field and action for quick access.

This Highlight panel has one limitation that it is tightly coupled with compact layout of an object. We first need to add fields into object’s compact layout to show them into highlight panel.

Now Dynamic Highlight Panel is enhanced version of highlight panel so We don’t need to be dependent on compact layout, it let you add fields directly on lightning page.

Key functionalities of Dynamic Highlight Panel

• you can add conditional visibility on fields and on dynamic highlight panel itself.
• you can add upto 12 fields into this dynamic highlight panel.
• we can customize actions on panel & dynamic action are default enabled. 

Business Case using Dynamic Highlight Panel effectively

As a Business User, I would like to see Important fields and actions on Highlight Panel on my opportunity record page as per below requirements:

1. Show highlight panel on opportunity for all profile except Custom Account Portal profile
2. Show Name, Stage, Probability fields for all opportunities.
3. Show Amount field on Panel only if amount is more than 50k

Let’s now configure Dynamic Highlight Panel for Opportunity record page as per this requirement.

Step 1 :

Firstly, Open opportunity record page, find Dynamic Highlight Panel component under field and drag on it on top of the page as shown below.

Step 2 :

Then add conditional visibility on this Panel, on right bottom of this Panel find Option called Set Component Visibility and add filter as per requirement.

Step 3:

At the end, add fields like Name, Stage and Probability and once adding Amount field on Panel, click on Set Field Visibility to add conditional filter as per requirement.

Conclusion

We can say a Dynamic Highlight Panel brings greater flexibility to lightning record page with its field visibility based on user’s needs on top of the record page. Along with conditional visibility on Highlight panel itself, we don’t need be dependent on compact layout anymore. (Salesforce might be already thinking to retire compact layout now ! 😉)