Salesforce Dynamic Forms – How-To Guide & Tutorial

Are you new to Salesforce Dynamic Forms and still learning the ins and outs of this remarkable invention?

You have come to the right place. Here you will learn everything there is to know about Salesforce Dynamic Forms. This blog will take you through the Salesforce Dynamic Forms and guide you on how to use it.

Dynamic Forms for Salesforce was initially introduced at the TrailheaDX event in 2018. They were a cutting-edge alternative to conservative page layout editors at the time and were known as “Lightning Layouts.”

Due to Lightning’s increased flexibility and user-friendly architecture, businesses pounced at the chance to switch from Salesforce Classic to Lightning UI.

The Salesforce Dynamic Forms is an effective tool that makes the life of Salesforce users easy. As an admin, you can break up the object record pages into different sections and add specific fields to them. Moreover, you can use it in conjunction with component visibility filters to show fields dynamically based on criteria as per your business requirement. 

Here is all you need to know about the Salesforce Dynamic Forms: 

What are Salesforce Dynamic Forms?

The Salesforce Dynamic Forms is a cutting-edge feature used by administrators to design page layouts based on user needs that displays the correct data at the right time. Fields may gradually accumulate in Lightning pages’ “Details” section or page layout. But not all users or scenarios require them. The creation of numerous page layouts and unique profiles is the strategy that requires the most incredible work and configuration.

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Salesforce Dynamic Forms can help you with the following.:

• Place fields anywhere you want on the page without having to add them to the standard page layout.
• You may make fields and components show and disappear based on specific criteria using visibility rules.
• You can get rid of numerous page layouts.
• You have the advantage of boosting page load times by improving performance. 

Benefits of Salesforce Dynamic Forms 

• The Salesforce Dynamic Forms have several benefits, which can be listed as the following: 
• Dynamic page layouts can eventually be achieved by defining visibility criteria for the fields and sections inside a single page layout with the help of Salesforce Dynamic Forms.
• You can transform a rigidly structured object page layout into a flexible framework without changing the page layout editor.
• When you modify a field, the layout gets updated immediately. 
• Fields are more reusable than ever, and they can be used several times as well. 
• No need to use Visualforce or any custom code
• Provides you with aesthetic layouts with a better readability score 
• Creating several variants or versions of the same layout for different profiles is not required. You can continue with a single layout and have dynamic visibility on the sections of the page layout.
• Pages load faster and have more accurate control over your saved data.
• You can separate all the information and place it where it needs to be on the layout without adding fields to the basic page layout.

Salesforce Dynamic Forms Guide

• You may define a rule to have specific parts of the page hidden when the status changes from “Evaluation” to “Purchase” of an object record leaving only the purchase information visible.
• Or, use another illustration. You want all the manufacturing information to show up and all other information hidden when the status is “Manufacturing.”
• Another approach is to include a dropdown menu with the option “Not Applicable,” which will conceal several text fields.
• And you can do all of these things by simply turning on Salesforce’s dynamic forms, which will ensure that all activities take place at the precise moment you need them to.
• This feature adds value while simultaneously boosting efficiency.
• Page layout management is made simpler and more practical by adding, modifying, or deleting fields from the Lightning App Builder.
• Therefore, it is unnecessary to transition between page layouts for fields before returning to the Lightning page for all other components.

Step-by-Step Tutorial to use Salesforce Dynamic Forms

• Create a page 
• Add the “Field Section” component to the canvas. 
• Make both the Fields and Field Components visible using the options available.
• Determine performance load and page performance
• Add component for mobile users
• Ready for use

Salesforce Dynamic Forms Utility 

We can use Salesforce dynamic forms to accomplish various business requirements and display particular fields on the page layout depending on the values of other fields of the same object record.

For instance, if the Deal Custom Object enters the negotiation stage, you can include fields for discounts, such as the discount percentage or dollar amount.

If you use inquiries and provide a website as the lead source, you could additionally want to display the field holding the website URL.

Additionally, the capability of dynamic forms is not restricted to the fields on the active object. They let you show fields and sections based on the values of fields on the parent object also. A distinct layout or a different profile can be created, even for various form factors like computers and mobiles.

Alternatively, when you have a need to add several new fields to the object, create a section instead and add all those fields in one location if you do not want to add them to various page layouts manually. 

Want to know more about Salesforce Dynamic Forms? 

Salesforce Dynamic Forms enhances corporate efficiency while providing end-users with a fluid experience. Such forms may also be readily altered without complex coding or programming. Learning Salesforce Dynamic Forms is absolutely necessary if you wish to make your object record pages scalable. 

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We hope that this tutorial was helpful and answered your questions. If you wish to get a detailed account explained by a guru, get in touch with us via the Salesforce slack channel or directly sign up with saasguru. We shall guide you into using this amazing tool effectively.

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Frequently Asked Questions (FAQs)

1. How do I create Dynamic Forms in Salesforce?

Steps to Create Dynamic Forms:

• Start by creating a page in Salesforce.
• Add the “Field Section” component to the canvas.
• Use the available options to make both the Fields and Field Components visible.
• Determine the performance load and assess page performance.
• Add components suitable for mobile users. Once set up, the Dynamic Form is ready for use.

2. How do I use Dynamic Forms to show and hide fields?

• Salesforce Dynamic Forms enable you to divide object record pages into various sections and populate them with pertinent fields. 
• Employ them alongside component visibility filters to dynamically showcase fields, adhering to specific criteria aligned with your business needs.

3. How do I create custom components for Dynamic Forms?

Typically in Salesforce, you would use the Lightning App Builder to create custom components. These components can then be added to Dynamic Forms to enhance functionality and user experience.

4. How do I assign Dynamic Forms to record types?

In Salesforce, once you’ve created a Dynamic Form, you would typically navigate to the specific record type settings and assign the Dynamic Form as the default layout or form for that record type.

5. How do I make Dynamic Forms available to users?

Salesforce Dynamic Forms provide administrators the capability to craft page layouts tailored to user requirements. To render them accessible to users:

• Verify that the Dynamic Form is enabled and established as the default for the relevant record type or object.
• Allocate the Dynamic Form to the relevant user profiles or permission sets.
• Ensure users possess the requisite permissions to observe and modify the fields and components contained within the Dynamic Form.