Pave the Way for Salesforce Dynamic Forms

Pave the Way for Salesforce Dynamic Forms

Hiral Thaker

January 1st, 2021

What is the world’s leading CRM?

The answer we get is Salesforce

And when they get something huge for their customers, it gets even better!

Salesforce is expected to launch its long term pilot feature named “Dynamics Form” first demonstrated in Dreamforce 2018. Let’s see what is Dynamics Form and ways it can help our users.

Winter 2020 is here and last year Salesforce announced five anticipated releases which they rolled out this year.

  • Recycle bin is coming in Lightning App Builder
  • The all new Lightning mobile app
  • Now you can print the lists from the Lightning app. Additionally, the printable view gives you the only parts of the screen you need
  • Give away the plethora of counting unique opportunities now with Power of One filter
  • Easily run schedule flows

But, Dynamic Forms is the major release in the market. Let’s see it in brief:

What are Salesforce Dynamic Forms?

Dynamic forms are to create user centric, intuitive page layouts which will display proper information at the right time. With it, developers can put each field wherever they want on the Lightning page. No more classic page layouts, and combine layouts such that you can display the needed section on the screen.

Benefits of Dynamics Forms:

  • Upgrade to your page layout immediately so you can have a field and section wherever you want.
  • Better page performance. You can put page and section headings in a way that it requires less page load time.
  • It provides dynamic layouts to show or hide fields in section
  • Reduce the number of page layout

A quick glimpse into how Salesforce Dynamics Form works:

Currently it is working only on custom objects and support for standard objects will be available later.

Salesforce Dynamic form brings out several new features:

  • Fields Tab:

  • It is a left hand component pane and it contains fields associated with your custom object and field section component.

  • Record Detail Component:

  • After you create the record page, you can simply drag and drop field section components and fields on the page. As dynamic forums are flexible you can easily organize, rearrange and even place sections in the tab.

    If there are any existing record pages then too you can easily drag and drop the sections in an easier way. Just click on the Record Detail component and you can see on the top of Record Details properties pane.

    Once you click on Upgrade Now the Salesforce Dynamic Form migration wizard starts. Go through the wizard and select the page layout which has fields that you want to migrate.

  • Separate Marketing and System Tabs:

  • Marketing campaigns will show you the lead source and primary campaign source field whereas; system information will be available under system tab.

  • Component Visibility:

  • Once you add the component to the page you can see component visibility on the side panel. It will provide you with multiple filter options.

Wrapping it up:

Salesforce Dynamic Forms is making it easier for developers to create Lightning page objects. This will lessen the workload of developers and instead helps to focus on more critical parts. If you have tried then do let us know your inputs for Salesforce Dynamic Forms.

About Us:

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