Salesforce Dynamic Forms – Overview & Deep Dive Tutorial
The #1 asked for feature is here. It’s been 13 years in the making, 10771 votes, and 30 merged ideas; finally Salesforce Dynamic Forms are available in an org near you.
In this post we’ll cover what Salesforce Dynamic Forms are, how to get started, as well as what is and isn’t supported.
What are Salesforce Dynamic Forms?
The premise of Dynamic Forms is to create user centric, intuitive page layouts that display the right information at the right time. Over time, the page layout, or “Details” section in Lightning pages, can become congested with fields. These fields may well be necessary but not all the time or to all users. The closest resolution we’ve had is to create multiple page layouts and different profiles, which is labour and config intensive.
Well no more. With Dynamic Forms you’ll be able to:
Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” tab)
Use visibility rules to make fields and components appear and disappear based on criteria you choose
Do away with multiple page layouts
Improve page load times
When can I get Salesforce Dynamic Forms?
Dynamic Forms are available now! Simply go to the Lightning record page of a custom object and select the “Highlights Panel” or the “Record Detail” component, then you’ll see the option to “Upgrade Now” and can choose between migrating an existing page or starting from scratch.
How do I set up Salesforce Dynamic Forms?
1. Create or migrate a page
For any custom object, open the Lightning page you wish to upgrade, select the “Record Detail” or “Highlights Panel” component, and choose “Upgrade Now”.
You can also create a brand new page by going to your custom object, selecting “Lightning Record Pages”, then choosing “New”.
Once you’ve migrated or created a new Lightning record page, you will see the option to add a “Field Section” component which will then enable you to add fields directly to the Lightning record page.
In this example, I have removed the traditional “Details” tab and created a custom tab called “Candidate Information”. I then dragged a “Field Section” component onto my tab.
Note: You need to add a Fields Component before you are able to add fields!
2. Add fields to a component
Once you’ve added a “Field Section” component to your page, you can start to add individual fields. A “Field Section” can be added in many places, not just in tabs, so go wild!
First, let’s add some fields that should always be visible to anyone who views the record:
Don’t forget to name each field section!
With a field selected, you can choose the UI behaviour such as “Read Only” or “Required”.
3. Make fields and components conditionally visible
We can make both fields and entire field components conditionally visible.
Below, I’ve added a new “Fields Section” component titled “Confidential Information”, and made it visible only to users with the Profile name “HR”:
I’ve also made the field “Distance Willing To Travel” conditionally appear only if “Willing to Travel” is true:
This is a real game changer. In edit mode, our conditional field will appear once “Willing to Travel” is checked, without the user having to save or refresh the page.
Something worth noting is that Field visibility and Field Section visibility behave differently. Although both are dynamic e.g. can be set to appear or disappear based on filters you define, Fields are super dynamic as they are evaluated live (as a user makes changes). This means that a field may appear/disappear while a user is editing a record. In contrast, Field Sections are only evaluated on Save, so a new section won’t appear/disappear until the user saves the record.
4. Plan page performance
Tabs and accordion load only when selected, so instead of adding lots and lots of “Field Section” components to the initial page (e.g. what shows when you select a record), consider utilising tabs or the accordion for improved load speed and performance.
5. Add a mobile component
You’ll need to add a “Record Detail – Mobile” component to any pages you create so your mobile users can see “Details” fields. This is because the new “Field Section” component is not available on mobile. Any migrated pages will automatically include this component.
As well as setting up Dynamic Forms, you’ll still need to maintain the standard page layout because the mobile interface uses this – not Dynamic Forms!
What’s not supported?
Dynamic Forms is currently only available for custom objects; standard objects such as Accounts and Opportunities are not supported. To stay up to date on the road map for Dynamic Forms please join the Trailblazer Group here.
Dynamic Forms are not supported on record pages that use pinned-region or custom page templates.
The new Field Section component and the Field components are not supported on mobile. Any migrated pages will automatically have a new “Record Detail – Mobile” component added but you need to remember to add this if you’re building a page from scratch.
Traditional page layouts will still control related lists e.g. order of related lists and visible columns on related lists.
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