Dynamic Forms for Public Sector

What are Salesforce Public Sector Solutions? Dynamic Forms for Public Sector are a part of a suite of tools Salesforce developed specifically for the public sector and government organizations.

Salesforce Public Sector Solutions represent a groundbreaking approach to enhancing the delivery of public services. These solutions provide flexible and secure e-government tools that facilitate interactions on both sides of the service counter. Public employees and administrators engage in a wide array of transactions daily, spanning online and in-person activities.

Key Features and Considerations:

Utilize OmniScripts to create dynamic forms on your public portal, streamlining processes such as applications for licenses, permits, programs, and services.
Develop guided application and intake forms tailored to the needs of constituents, incorporating questions based on their previous responses.
Accelerate the application process by automatically populating fields with data from constituents’ accounts and business profiles in Public Sector Solutions.
Enable constituents to upload supporting documents, such as proof of identity or address, along with their applications.

General Considerations:

When switching page templates on a Dynamic Forms-enabled page, only templates supported for Dynamic Forms are available.
Some fields receive special handling in Dynamic Forms, such as being set to Read-Only or Required, with these states not editable in the properties panel.
Multiple instances of the same field can be added to a Lightning page, but all instances display the same data.

General Tips:

Avoid having both a Record Detail component and field sections on the same page to prevent issues like multiple overlapping save and cancel bars during inline edit.
Visibility rules on Field and Field Section components may not work properly when both are present on the page.
During record creation, editing, or cloning, fields are sourced from Field Sections on the page, not from the Record Detail.

Mobile Tips:

Enable Dynamic Forms on Mobile from Salesforce Mobile App Setup to provide a consistent user experience across desktop and mobile platforms.
Avoid placing Field Section components on mobile-only Lightning pages, as they are desktop-only and do not appear on phones.
Use a single Lightning page for both desktop and mobile users, incorporating the Record Detail – Mobile component alongside Field Section components to ensure a seamless experience for all users.