How Salesforce Conditional Field Visibility Works
You might want to use conditional field visibility in Salesforce so you can decide which fields you would like to view or hide on a specific record page. Many businesses like to set up Salesforce conditional field visibility for a more precise, decluttered view of their record pages so that they have a user-friendly experience and can easily find the data that they are looking for with a quick glance. You can simply use the Dynamic Forms from Salesforce to configure your conditional Salesforce field visibility.
So as promised, let’s take a look at how conditional field visibility works in Salesforce below:
Complete your Dream Layout with Dynamic Forms
First off, you get the Dynamic Forms feature from Salesforce’s Lightning App Builder. This feature can help you to create and design the layout of your record pages. Go ahead and use the Salesforce Dynamic Forms feature to arrange all your fields exactly where you want them on a record page, and then configure your visibility rules. The visibility rules that you set up will control which sections will appear on your record page.
Conditional Field Visibility Salesforce for Maximum Control
Next up is to set your visibility rules for individual fields with Dynamic Forms. During this step, you can state your conditions to control whether a specific field is visible or not on your record page. You can set up your conditional field Salesforce visibility based on other factors, too, like other field values, user profiles, Salesforce record type visibility, or other data of your choice.
Salesforce: Hide Field Based on another Field
You can totally hide a field based on other fields on your record page, as discussed above. We highly recommend giving this feature a try, as the benefits of hiding fields on a record page based on values or conditions of another field include elevating your Salesforce user experience, eliminating errors from manual data entry, and giving you access to dynamic page layouts that are relevant to specific profiles!
And you are good to go! Take a look at your new record page layout.
An Example of Conditional Field Visibility
A typical case for setting up Salesforce conditional field visibility for many users is to have a custom object such as Contacts that will display an extra field only when then the Contact is set to “Sales Rep Assigned. ” As you can imagine, the visibility rule should state, “Show ‘extra field’ only when ‘Contact’ equals ‘Sales Rep Assigned.’ “
Using Salesforce conditional field visibility is a great way to streamline data entry workflow processes for your teams, simplify record pages for faster data analysis, and an overall enhanced user experience.
Exploring Component Visibility in Salesforce
Just like controlling the visibility of your fields and sections, you can also control the visibility of your components and elements on a record page. There are so many ways to set up whether a component is displayed or not, and these decisions greatly impact how personalized your record pages will be. You can also set the visibility of components to be different on record pages depending on user profiles, record types, and other important factors. To make sure that your record pages are easy-to-use, decluttered, and only present relevant data to specific users, you can set up component visibility in Salesforce.
How do I Set Salesforce Component Visibility?
Here are 6 ways listed that you can use to easily set up component visibility. Choose the one that meets the needs of your business requirements in order to use Salesforce to show field based on another field:
Why is my Salesforce Field not Showing on Page Layout
There are many reasons why a Salesforce field is not showing on a page layout. We provide 4 popular ones below, such as how to make field read only based on condition in Salesforce, among others:
Salesforce | Remove Field from Report Type
And our last point on fields concerns removing a field from a report type. We just ask you to be super careful and highly suggest you think about this action before implementing it. Report types are usually connected to other reports and dashboards. As you can imagine, if you remove a field, it might impact your other data reports in severe ways, such as data loss and broken reports.
And lastly, we would like to finish this short article on some popular questions about conditional visibility in Salesforce from our fellow Titans that might help you:
How to set field visibility based on condition in Salesforce?
You can simply use the Dynamic Forms feature to configure your Salesforce conditional field visibility to set field visibility in Salesforce.
How do I control field visibility in Salesforce
Salesforce administrators can use field-level security to control the visibility of your fields based on user profiles.
How do I make a field conditionally required in Salesforce?
In Salesforce Classic, you can access customization options to create validation rules that make your fields conditionally required.
What is a Salesforce FlexiPage?
A FlexiPage in Salesforce consists of the metadata found on a Lightning page. Navigate to Salesforce FlexiPages for more information about what is stored on your Lightning Page. Your Salesforce Lightning Page will usually hold all your Lightning components.
Ensure that you check out Salesforce documentation for the latest information on Flexipages in Salesforce.
Titan for 100% Salesforce Integration
Thank you for taking the time to read our article on how to hide a field in Salesforce and other essential field topics for looping in visibility. Let us know if you found the content interesting and helpful. We would also love to help you with any Salesforce solutions.
Titan is a no-code platform that can help your business create custom docs, forms, apps, e-signatures, and surveys with a full suite of enterprise applications designed to integrate seamlessly with Salesforce data across your entire organization. We are #1 on the Salesforce AppExchange and can enrich your reports today with powerful applications for data collection. Get in touch with us for more information.
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.