How to Enable Dynamic Forms in Salesforce
Experienced wordsmith, with a keen eye for best of breed Salesforce experiences.
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.
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, 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 to clean 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?
Dynamic Forms 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:
Enable Dynamic Forms in Salesforce | Let’s Get it Set Up
Reminders Concerning your Lightning Layout
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! This component will allow mobile users to see their Details fields.
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!
Restrictions from the Dynamic Form 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.
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.
We hope to see you soon!
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.
