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Salesforce Dynamic Forms: Overview & Deep Dive Tutorial
October 19, 2022
The #1 asked for feature is here. It’s been 13 years in the making, 10,771 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 actually are, and how to get started, as well as what is and is not supported.
*Please note that since this video was recorded, Dynamic Forms has seen huge changes and the majority of standard objects are now 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 labor 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” component).
- 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.
Are Dynamic Forms Available for Standard Objects?
As promised at Dreamforce ‘22, Salesforce has extended Dynamic Forms to support hundreds of standard objects! Specifically, support has been extended to the majority of LWC-enabled standard objects (Lighting Web Component enabled).
Dynamic Forms are not available on objects that do not support Lighting Web Components, including Campaigns, Tasks, and Products. To ascertain if an object supports Dynamic Forms, edit the record page on the Lightning App Builder – if you see the “Fields” tab in the component panel, Dynamic Forms are available.
When Can I Get Salesforce Dynamic Forms?
Dynamic Forms are available now! Simply go to the Lightning record page of an 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
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 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 behavior 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” equals 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 utilizing tabs or the accordion for improved load speed and performance.
This is also a good time to check out any Tips or use the Analyze Button to evaluate your page performance.
5. Enable Dynamic Forms on Mobile
From the Salesforce Mobile App Setup, enable “Dynamic Forms on Mobile”.
If your page contains a Record Deatil – Mobile component, your users will see the layout defined on the page layout, and not the layout defined by Dynamic Forms. If you want your users to view Dyanamic Forms on their mobile device, be sure to not only enable “Dynamic Forms on Mobile”, but also remove the Record Deatil – Mobile component from the page.
Resources
- Trailhead: Be An Innovator With Dynamic Pages Trailmix
- Break Up Your Record Details with Dynamic Forms
- Dynamic Forms, Actions and Interactions Group
- Release Notes
- Dynamic Forms Tips and Considerations
- Dynamic Forms Limitations
- Dynamic Forms Known Issues
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