How to Enable Dynamic Forms in Salesforce
Salesforce, the #1 customer relationship management (CRM) platform, has listened to your requests and has provided its Dynamic Forms feature that you can use for your business workflow processes today! It does not matter if you are a small business or a large organization. If you use Salesforce, you are going to want to know about this clever feature that can transform the way you view your data!
So, join us below as we cover topics that can help you enable Dynamic Forms in Salesforce and understand how to get started on taking full advantage of the Salesforce feature.
For a deeper dive into how to get the best results from lead data, check out the video below.
What is Salesforce Dynamic Forms?
It’s a feature offered by Salesforce that focuses on catering to users by giving them the power to set up custom page layouts that work for their needs and requirements. The best part is that when you enable Dynamic Forms in Salesforce it allows users to view only the data they wish to see to be more productive.
As you can imagine, dynamic page layouts or your details section (if you are using Lightning pages) can become quite cluttered with information and Lightning input fields. Overall, even though all data is important, this view can really hinder your work performance if you need to find the right information quickly. And we understand that cleaning up your pages by configuring a number of page layouts that are assigned to different user profiles takes a long time to implement. And who has time to sort this out when there are project deadlines approaching or deals to be closed?
For these reasons, you can start to see why Dynamics Form is a sought-after feature within Salesforce. So let’s dive in, shall we?
How to Create Dynamic Forms in Salesforce?
Integrating your dynamic forms with Salesforce is great since you get to pull and push data directly into your database without having to do any data capturing.
- Sign in to Salesforce or make a new account.
- Then you want to think about which Salesforce object needs a form. Common Salesforce object examples include Account, Contact, Custom Object, and more!
- Once you have decided, navigate to Setup and find your Visualforce Pages.
- Create a new Visualforce page.
- Start designing your form layout with Visualforce markup. You can add input fields, apex components, as well as Visualforce tags.
- If you want custom logic on your forms for specific behaviors, we suggest adding an Apex controller. The Apex will be able to control visibility and other options for the elements on your form that are dependent on responses submitted by users. This is an optional step.
- If you want the elements on your form to transform based on the actions of your user, then you can also add JavaScript/Query to your form. As per the Apex controller, using JavaScript/Query is another optional step.
- The last step is to save your Visualforce page and test it with Salesforce to make sure it can successfully collect data.
Enable Dynamic Forms Salesforce and Salesforce Functionality
There are so many new functionalities that you get when you enable Dynamic Forms in Salesforce, so let’s take a look at a few on offer. Firstly, you now have the option to position your field sets in Salesforce sections according to your preferences!
See your information where you want to and organize your screen space effectively! What’s more, is that you can also set up your record detail page fields or sections within the Lightning App Builder for your convenience. Additionally, we can configure custom settings for dynamic fields and sections on a record page as well as display fields and sections as individual components in the Lightning App Builder! Make sure you also take advantage of configuring fields and sections just like you can do for other components on your page.
And here are a few more custom, dynamic features to quickly reference:
- Improve your page load times by displaying only relevant data.
- You can set up visibility rules for your Salesforce field sets which are super important! Now you can show or hide your fields and components based on the criteria you set up. This means you can see the information you require when you need to see it.
- We did mention that you can add your fields wherever you want on your page but we need to also remind you that you can achieve this without adding them to a traditional page layout.
- Say goodbye to time spent creating multiple dynamic page layouts in Salesforce!
How to Upgrade The Page to Use Dynamic Forms in Salesforce | Let’s Get it Set Up
1. Go to the Setup tab in the menu and type out Record Page Settings in the search box.
2. Click on Record Page Settings and turn your attention to the Dynamic Forms section, where you can turn the Dynamic Forms toggle switch to On before clicking on the Save button.
3. Just a reminder at this point that if you are working with custom objects, you have the option to transfer to a Lightning page that already exists, or you can create a record page!
4. For this short example, we will explain the enabled Dynamic Forms feature with a custom object. So head over to your custom object on your record page, select the gear icon, and click on Edit Page.
5. You should now see many new features in the Lightning App Builder. For example, there is now a Fields tab found in the component palette. In this tab, you can find Field Section and Field components.
6. Add a section on to your page by clicking on Field and then select the fields you would like to add to your section.
7. You can then continue to drag and drop fields or sections to your page. Alternatively, click on the Upgrade Now button found on the Record Detail properties panel. This button will launch the Dynamic Forms migration wizard. Make sure that ‘contact record page’ has been upgraded to use dynamic forms.
8. Click on the Next button when the migration wizard boots up, and then choose a Salesforce Dynamic page layout that matches your preferences before clicking on the Finish button.
9. Congratulations! You have just migrated to Dynamic Forms 🙂
Reminders Concerning your Lightning Layout: Enable Dynamic Forms on Mobile
It’s worth mentioning that your Field and Field Section components are only available on desktop. Although Salesforce does add a Record Detail – Mobile component to pages! Salesforce Dynamic Forms on mobile will allow mobile users to see their Details fields.
10. We are not done, though. Now you can position your field section where you want to on your page and change the label to a name you prefer.
11. Remember to also choose a column style. You have the option between 1 or 2 columns.
12. Set your UI behavior to Required for your Name field with the radio buttons and add a filter or advanced filter to the field with the Add Filter button.
13. You can now click the Save button to go back to your custom object record page to view your data.
Salesforce Compact Layout
And that’s how it’s done to get a clean and streamlined view of the data you need to view quickly! It’s actually so super simple and easy to enable Dynamic Forms with Salesforce. Let us know if it also took you a few minutes to set up!
How to Upgrade the Enhanced Case Layout Record Page to Use Dynamic Forms?
To upgrade record page to use dynamic forms in Salesforce, simply follow the basic steps below:
- First, make sure that you are working on Lightning Experience and that you have access to Dynamic Forms.
- Then, go to Object Manager under Setup and click on Case.
- Now, choose the Enhanced Case Layout you would like to upgrade under Page Layouts.
- Navigate to the page layout you are working on and click on Edit.
- In the Lightning App Builder, delete the Classic Detail component since Dynamic Forms will not be active if you still have it.
- Go to the Record Detail section and click on Enable Dynamic Forms. Now, you will have extra functionality that includes Add or Change Components.
- Customize your layout by dragging and dropping fields, sections, tabs, and more.
- Click on the Save and Activate buttons to activate your page layout.
Restrictions from the Dynamic Form Salesforce Feature
Unfortunately, like with any software, Dynamic Forms from Salesforce is not perfect. Here are a few points that we found online that could restrain your goals when you enable Dynamic Forms in Salesforce.
- There is only support for custom object record pages with Dynamic Forms at the time of writing this article.
- You will not have access to the Dynamic Forms feature on pinned-region record pages.
- You cannot use Dynamic Forms on custom page templates.
- As we mentioned above in our step-by-step guide, Dynamic Forms is not fully supported on mobile. So, you will not have access to the Field and Field Section components.
- A Salesforce Dynamic Related list is under the control of existing page layouts.
- You can only add 100 fields to a column within a Field section.
Titan, also a Dynamic Form Builder
Thank you for reading our article on how to quickly enable your Dynamic Forms in Salesforce. We, too, have features, functionalities, and tools to extend your digital experiences with Salesforce. Have you heard of us?
Titan is a powerful no-code platform that dynamically integrates 100% into Salesforce. We can help your business create custom Salesforce forms for your digital workflows. With us, you can ensure ultimate regulatory compliance as we have frameworks that include HIPAA and GDPR requirements. Additionally, we offer end-to-end security for all your sensitive organizational data.
Prioritize your digital experiences with Salesforce while empowering your staff at the same time with our simple drag-and-drop builder. Contact us today on one of our social media channels below. We would love to help you with your Salesforce forms solutions.
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.
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