Salesforce Dynamic Reports: Tips for Salesforce Admins

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Jul 18th, 2025

Salesforce Administrators manage and customize the Salesforce platform for their organization. They are crucial in ensuring the success of Salesforce implementations within an organization. Salesforce Admins are responsible for making sure that the platform is configured to meet the business’s unique requirements and that it is being used to its full potential.

Salesforce Admin Permissions: Key Responsibilities

User Management: Salesforce Admins manage the user accounts, roles, and profiles to ensure that users have the appropriate level of access and permissions to do their job.

Data Management: Salesforce Admins ensure the quality and accuracy of data in the platform by managing data imports, exports, and data migration activities. They also create reports and dashboards to provide insights into business performance.

Integration: Salesforce Admins integrate the platform with other systems, such as marketing automation, accounting, and customer service tools, to streamline business processes and increase efficiency. Additionally, you can implement dynamic forms for customer service for personalized interactions and efficient data collection.

Security: Salesforce Admins ensure the platform’s security by configuring security settings, managing user access, and monitoring user activity to detect and prevent security breaches.

Customization: Salesforce Admins customize the platform by creating custom fields, objects, and dynamic layouts to meet the unique needs of their organization. They also configure workflows, automation, and Salesforce dynamic approval processes to automate business processes.

Salesforce: Dynamic Dashboards for Admins

Administrators also use Salesforce’s Dynamic Forms to deliver a personalized and user-friendly experience for users.

Here are some tips to help you to manage dynamic dashboard permissions in Salesforce:

1. Plan your Dynamic Forms for Salesforce

Before you start creating Dynamic Forms in Salesforce, it’s important to have a plan in place. Plan what fields will be displayed based on user roles, user types, and business processes. Identify the different user personas and the information they need to see on the page. This will help you create targeted forms that deliver a personalized experience to your users and cater to each user type and business process. Plan your Flow migration and upskill your Flow Builder skills.

2. Use Conditional Visibility

One of the key features of Salesforce Dynamic Forms is the ability to show or hide fields based on certain criteria. Use visibility rules to show or hide fields and sections based on criteria such as record type, record details, user profile, field value, or formula to make your forms more streamlined and easier to use. This helps in keeping the layout simple and prevents information overload. You could show additional fields only when a specific option is selected or hide fields that aren’t relevant to a particular user. Use field section components to group fields and add them anywhere on the page.

3. Create a balance

Creating Salesforce Dynamic Forms is a delicate balance between showing enough information and overwhelming users with too much information. Ensure that the form displays enough information but not so much that it becomes difficult to use.

4. Use Dynamic Actions

Use dynamic interactions to create dynamic pages by defining actions that trigger when a field value changes. Dynamic actions enable you to customize the actions that appear on a record page based on specific criteria. You could show different actions for different users or hide certain actions altogether. This can help to streamline the user experience and make your forms more user-friendly.

5. Prioritize User Experience

Salesforce Dynamic Forms are all about creating a personalized experience for your users. Keep this in mind when designing your forms and focus on creating a user-friendly experience that makes it easy for users to find the information they need. The goal is to make the user’s job easier by quickly giving them access to the required information. Keep the form simple and easy to navigate, and use clear and concise language to explain each field. Use images and graphics to make the form more visually appealing and limit the number of required fields to reduce customer friction.

6. Salesforce Admin Permissions Sets

Use permission sets and permission set groups to manage user permissions instead of profiles. Grant access to specific fields, objects, and functionality based on a user’s role or job function. You can create a permission set that grants access to a specific custom object or sensitive fields such as social security numbers and then assign that permission set to a user or group of users who require access to that object.

7. Test

Like any new feature, testing your Salesforce Dynamic Forms before rolling them out to your users is essential. Take the time to thoroughly test different scenarios and get feedback from your users. Use this feedback to iterate and improve your forms over time to ensure they are user-friendly and efficient.

If you like this article, you can read more about LWC versus Dynamic Forms. Also check out our top forms for Salesforce.

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