Dynamic Forms for Salesforce: Limitations

Imogen Caraway

Hawk-eye editor with a passion for trailblazing Salesforce experiences

Updated: Sep 28th, 2023

If you are part of the Salesforce ecosystem, you will know that Dynamic Forms has been a game-changing feature, one that empowers users to streamline their layout and only show the most relevant information. While Dynamic Forms is one of the most innovative and useful features to come out of Salesforce in years, this doesn’t mean that it is without limitations. In this article, we check out some of the top Dynamic Forms Salesforce limitations, and also look at how you can try to overcome them.

5 Salesforce Dynamic Forms Limitations

Salesforce Dynamic Forms for Standard Objects

It’s important to bear in mind that apart from the 5 Dynamic Forms Salesforce limitations above, the feature has not always supported standard Salesforce objects. Dynamic Forms has been improved and made great strides in this department and it now supports the following standard objects:

Contacts

Accounts

Person Account

Leads

Cases

Opportunities

Dynamic Forms has long been compatible with custom objects and Salesforce is currently working on providing full support for Dynamic Forms and Salesforce standard objects.

Are there Salesforce Flow Limitations for Dynamic Forms?

Salesforce has done a lot of work to ensure that Salesforce Flow and Dynamic Forms work well together and you can actually insert a Dynamic Form inside your Flow! This automatically syncs your flow with Salesforce objects and it is easy to set up your flow by simply dragging a record field into it!

However, we have another Dynamic Forms Salesforce limitation that we need to remind you about, and that is the feature will not be compatible with tools such as Process Builder or Visual Workflow if they are being used in Salesforce Classic. This is because Dynamic Forms is not available with Salesforce Classic.

Salesforce Dynamic Forms Roadmap

You can find the latest Roadmap for Salesforce Dynamic Forms here. The Summer ’23 Salesforce Release has seen the introduction of some amazing new features including:

A Beta version of Dynamic Forms for the mobile experience. In the past, Dynamic Forms has only been available on Desktop which has prevented the experience from being accessible on the go from your mobile device. The newly released Beta version supports Cases, Accounts, Leads, Opportunities, and custom objects. Of course, being a Beta version, this feature is not yet finished and it is up to you to use it at your own discretion.

You now have the power to enable the “Align fields horizontally” in Dynamic Forms. The beauty of this is that you get to work across columns to make sure that fields in a given Field Section are horizontally aligned and that there aren’t any strange gaps on the page.

As from the Summer ’23 Salesforce Release, you can use Accordions and Tabs in your Dynamic Forms. Add multiple other components inside of Accordions and Tabs to customize the user experience.

There is still lots to look forward to and in Winter ’24 you can expect General Availability of Dynamic Forms for mobile. In addition, the plan is for Dynamic Forms to support over 600 standard Salesforce objects!

Is there an Alternative to Salesforce Dynamic Forms?

If you are looking for dynamic forms and want to overcome any Dynamic Forms Salesforce limitations, then you should definitely start looking on the AppExchange. We recommend browsing for apps that have robust Salesforce integration as well as a rating of at least 4,5/ 5. Reviewers don’t lie and the Salesforce community is particularly knowledgeable and communicative about the tools they use and we are sure you will find comments on Dynamic Forms Salesforce limitations. We suggest that any Dynamic Forms alternative should meet the following requirements:

Real-time bi-directional integration with Salesforce

Fully developed mobile experience for Dynamic Forms

Be a no-code tool

Be fully scalable and flexible

Help you implement custom business use cases without having to invest in extensive development. This way you speed up go-to-market

Give you the ability to set visibility rules, set up real-time validations, and work with Lightning Pages

Work with any custom or Standard object in Salesforce.

Here at Titan, we have dynamic forms for Salesforce that meet all the above requirements and more. Our forms work with live push and pull of data from the #1 CRM to give you responsive forms that you can configure with conditional logic for personalized engagement with your customers. One of our biggest strengths is that our layout is fully flexible so you can place fields and sections anywhere you like on the page for layouts tailored to your business needs.

Why not reach out to schedule a demo today?

If you enjoyed this article on Dynamic Forms Salesforce limitations, then you can read more on this topic via the links below:

Salesforce Dynamic Forms 2023: Disadvantages for more Dynamic Forms Salesforce limitations

Salesforce Dynamic Forms 2023: Tips for Salesforce admins to learn how to use Dynamic Forms in Salesforce effectively.

We hope to see you soon!

• Twitter
• Facebook
• YouTube
• LinkedIn

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.