Datify Your System – Part 2

Dynamic Forms is the answer to one of the most asked for features in Salesforce. It’s (GA) delivery in Winter 21′ has excited many users and Admins. With Dynamic Forms, you can create intuitive and clear Record Pages that display information only when necessary.

One of the pitfalls of Page Layouts is the endless assortment of fields that often bog down the page. This in turn can create user frustration, decrease user adoption and cause inefficient processes. As I described in this blog post, users should be able to find, review and enter the data that they need with extreme ease and speed. When users struggle with data, they will often omit entering data or (even worse!) enter incorrect data.

With Dynamic forms (currently only available on Custom Objects), you can create a single Lightning Record Page that will dynamically show field components based on record values, the user viewing the record and other conditions. This optimizes the user’s experience because you can hide or display fields based on their current relevancy.

Simply put, Dynamic Forms enables you to:

  • Segment record fields into components
  • Conditionally display said components
  • Display fields anywhere on a record page
  • Decrease Page load time

For example, say you have a custom Payments Object with fields to enter payment method information. Some of those fields are only necessary for specific payment types. You can create a field component which displays the check date and check number fields only when the Payment Method “check” is selected. Previously this would have required 2 Page Layouts and Record Types to assign them.

The above image has lots going on, so let’s break it down!

  1. The Components side panel has a Fields option for this functionality.
  2. You must first add a Field Section to the Page.
  3. Once that is done, you can individual Fields into the component
  4. Notice the added Field Section. No fields have been included yet.
  5. Once I add the check information fields to the new Field Section, I will remove them from the Page Layout
  6. The side panel offers several settings for the Field Section Component. Here you can:
    • Name the Section
    • Select the column styling
  7. Set Conditional Visibility
    N.B. Once you add individual fields, you can set their own visibility!
  8. Salesforce offers you tips on improving your page.
  9. More page analysis!

In the image below, you can see that I added 2 fields to the left column. I also set the Component Visibility to only display when the Payment Method is “Check”.

There are other ways that I could have configured this. Suppose I wanted to add fields to track other information related to a credit card payment. Using the example above, I could have placed check information fields in the left column, credit card details in the right column and then individually mark the fields as conditional (or even one column). This would give us a relevant view of the data related to this payment.

Dynamic Forms improves your Record Pages, data visibility and Page Layouts management. It decreases the need to have multiple Page Layouts and Record Types based on the data you need to display and who should see it.

Have you been using Dynamic Forms? Tell me about your use case below!

You might also like:
Datify Your System – Part 1
#StruckByLightning – The Lightning Experience

Other Resources:
Salesforce Dynamic Forms – Overview & Deep Dive Tutorial by Salesforce Ben
Video Walkthrough by ApexHours
Salesforce Documentation

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: