Dynamic Forms Salesforce 2024: Dynamic Page Layouts for Salesforce

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: Jan 13th, 2025

Dynamic Page Layouts using Salesforce Dynamic Forms is a powerful tool for customizing the page layout of record detail pages in Salesforce.

What are Dynamic Forms in Salesforce?

Dynamic Forms is a feature found in Salesforce’s Lightning App Builder. It lets trailblazers design page layouts that have responsive user interfaces. For example, Dynamic Forms allows administrators to configure fields as visible or hidden based on specific criteria like record types.

With Dynamic Layouts in Salesforce, you can create multiple page layouts for different record types, profiles, or users and then specify which layout should be used based on specific criteria.

Some examples are the following:

• You can create a different page layout for each record type, displaying different fields and sections.
• You can also create different layouts for different user profiles or groups, or even for individual users, to ensure that each user sees the most relevant information and fields for their role.

Use Dynamic Layouts in Salesforce Dynamic Forms

Dynamic Forms for Salesforce and Dynamic Layouts are separate features in Salesforce that can be used together to provide a highly customized user experience.

Dynamic Forms in Salesforce enables you to customize the Salesforce dynamic fields and sections displayed on a record detail page based on specific criteria such as record type, user profile, and specific data values with more flexibility and control.

Dynamic Page Layouts in Salesforce, on the other hand, enable you to customize the page layout of a record detail page based on the record type, user profile, and other criteria. You can customize a record’s detail page layout, specifying which fields are shown, their order, and whether they are read-only or editable.

Using these two features together, you can flexibly create highly personalized and efficient record detail pages directly on the Lightning record page instead of using the standard page layout. You can drag and drop fields and sections anywhere on the page and use visibility rules to control when they are displayed. This way, you can create more flexible and user-friendly record layouts.

This level of customization enables you to create highly tailored user experiences that improve productivity and adoption rates. For instance, you could create a specific record layout and form for a sales team, which shows fields and sections relevant to their sales process, such as sales stages, deal size, and close date. Alternatively, you could create a different layout and form for customer support teams, which shows fields and sections relevant to customer service, such as case status, priority, and resolution time.

Advantages of using Dynamic Layouts in Salesforce Dynamic Forms

There are several advantages to using Dynamic Layouts and Dynamic Forms together in Salesforce:

The Personal Touch

Dynamic Layouts and Dynamic Forms enable you to create highly personalized record detail pages tailored to the needs of specific users or user groups. By customizing the fields and sections displayed on a page based on specific data values, user profiles, or record types, you can ensure that each user sees only the most relevant and important information for their role.

Efficiency

By displaying only the most relevant fields and sections on a record detail page, Salesforce Dynamic Forms, and Dynamic Layouts can help users complete their tasks more efficiently. With dynamic actions, this can improve overall productivity and reduce the time users spend searching for information.

Flexibility

Dynamic Layouts and Dynamic Forms provide a high degree of flexibility in displaying fields and sections on a record detail page. You can control the order in which fields are displayed, whether fields are read-only or editable, and whether fields are required or optional. This makes it easy to customize your page layouts to meet your organization’s specific needs.

Scalability

Dynamic Layouts and Salesforce Dynamic Forms can be easily updated and modified as your business needs change. You can create new layouts, modify existing layouts, or delete layouts as needed, making it easy to keep your Salesforce instance up-to-date and relevant to your business needs.

Improved User Adoption

By providing a personalized and efficient user experience, Dynamic Layouts and Dynamic Forms can help improve user adoption rates. When users can access the information they need to perform their tasks quickly and easily, they are more likely to use Salesforce consistently and effectively.

Limitations of using Salesforce Dynamic Page Layouts in Dynamic Forms

While Dynamic Layouts and Dynamic Forms in Salesforce provide many benefits for customizing the user experience, there are some dynamic forms limitations to keep in mind:

Complexity

Depending on the level of customization required, creating and managing Dynamic Layouts and Dynamic Forms can be complex and time-consuming. This can require specialized skills or resources, which may challenge smaller organizations with limited resources.

Performance

Adding too many fields or sections to a Dynamic Layout or Dynamic Form in Salesforce can impact the performance of the record detail page, especially if the page includes a large amount of data. This can result in slower page load times, which can be frustrating for users.

Compatibility

Dynamic Layouts and Dynamic Forms may not be compatible with all Salesforce features or third-party apps. It’s important to thoroughly test any customizations to ensure they don’t cause conflicts or unexpected behavior.

Customization limitations

There are some customization limitations when it comes to Dynamic Layouts and Dynamic Forms, such as the inability to customize certain standard fields or objects or the inability to customize certain aspects of the user interface, such as the sidebar or header.

User Training

Customizing Dynamic Layouts and Dynamic Forms may require user training, especially if there are significant changes to the user interface. This can be a challenge for organizations with a large number of users or for organizations that frequently onboard new employees.

Other limitations include:

Currently, only Accounts, Contacts, Person Accounts, Opportunities, Leads, and Cases are supported.

They are not compatible with features such as encrypted fields, dependent picklists, path components, and record types.

They are not supported on mobile devices yet.

Only admins can create and modify dynamic layouts.

If you liked this article, read about LWC versus Dynamic Forms or learn about Titan’s Salesforce Forms.

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.