The highly anticipated #1 requested feature has arrived from Salesforce after 13 years, during which it garnered 10,771 votes and merging 30 ideas in the Salesforce Idea Exchange. Salesforce Dynamic Forms are now accessible in your organization. Introducing Salesforce Dynamic Forms: Dynamic Forms revolutionize user-centric page layouts by presenting relevant information at the right time. Addressing the issue of congested Lightning pages, Dynamic Forms allow flexible placement of fields without the need for multiple page layouts. They introduce visibility rules, enabling fields and components to appear or disappear based on user-defined criteria, eliminating the complexity of managing multiple layouts. Dynamic Forms takes the Lightning App Builder to a new level enabling Salesforce admins to build highly flexible and dynamic experiences for users. Features of Dynamic Forms: With Dynamic Forms, you can: Availability for Standard Objects: As announced at Dreamforce ’22, Salesforce has expanded Dynamic Forms to support the majority of LWC-enabled standard objects (Lightning Web Component enabled). Notably, Dynamic Forms are not available for objects that do not support Lightning Web Components, including Campaigns, Tasks, and Products. To confirm Dynamic Forms support, edit the record page on the Lightning App Builder and check for the presence of the “Fields” tab in the component panel. Accessing Salesforce Dynamic Forms: Dynamic Forms are available immediately. To access them, navigate to the Lightning record page of an object, select the “Highlights Panel” or “Record Detail” component, and choose the “Upgrade Now” option. This allows you to migrate an existing page or start fresh. Setting Up Salesforce Dynamic Forms: Create or Migrate a Page: Add Fields to a Component: Make Fields and Components Conditionally Visible: Plan Page Performance: Enable Dynamic Forms on Mobile: Salesforce Dynamic Forms empower users to craft intuitive, user-centric page layouts, promoting efficiency and improved performance. The inclusion of Dynamic Forms in standard objects marks a significant advancement, offering a flexible and streamlined approach to page customization. Users can seamlessly transition to Dynamic Forms, enhancing their Salesforce experience. Dynamic Forms breaks the Record Details component on your Lightning pages into individual field and section components you can move anywhere. Use visibility rules to show your end users on the field they need to see when they need to see them. Contact Tectonic today if Dynamic Forms are a solution for your Salesforce org. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more
