Salesforce Dynamic Form, Opportunity Use Case, and Feature Advice
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If you want to learn more about Salesforce, Dynamic Form, Opportunity use cases, and other features from the world’s #1 customer relationship (CRM) platform, you have come to the right place. Many Titan users have had a lot of questions regarding topics surrounding Salesforce Dynamic Form, Opportunity use cases, and the different types of objects found in Salesforce.
We would like to take the opportunity to share some of these questions and answers to help you understand your favorite CRM platform better.
Dynamic Page Layouts in Salesforce
So diving right in, Dynamics Forms is a feature from Salesforce that you can use to create and design dynamic page layouts for the data in your CRM platform. This feature is important for controlling which data can be viewed or accessed by Salesforce users on page layouts.
Dynamic Forms is quite a popular feature as well since Salesforce administrators and developers can create dynamic pages without using any code. Additionally, Dynamics Forms also allows businesses to skip creating multiple page layouts whilst providing custom and responsive user interfaces for their employees.
Use Salesforce Dynamic Forms to display the fields, related lists, and components that you need based on your custom record data or user permissions.
The Dynamic Field Feature from Salesforce
The next powerful feature from Salesforce worth knowing about is Dynamic Fields! This feature also goes by the name Dynamic Field Updates, so go ahead and choose the term you feel most comfortable using.
You can find the Dynamic Field feature capabilities in the Process Builder and Workflow Rules within Salesforce. This feature essentially lets your Salesforce administrators and developers update field values on a record dynamically. These updated field values are usually based on conditions or criteria that are specific to your business requirements.
Below we have provided a table with information on how the Dynamic Field feature works in Salesforce. Which method are you going to choose?
| Process Builder Tool | Workflow Rules |
|---|---|
| The Process Builder tool from Salesforce is made to streamline your business strategies with the help of automation. With this point-and-click tool, your Salesforce administrators and developers can create processes that begin to run when for example, a record is edited, created, or just qualifies for a condition. So when you use the Process Builder tool with the Dynamic Fields feature, you get the power to choose the fields that need to be updated and set new field values simultaneously. Remember that these updates will be based on your evaluated conditions. With this method, your business can easily automate the creation of fields on a record, minus all the manual workflow processes! | Workflow Rules is another feature from Salesforce that specializes in automation. With this feature, your business can efficiently perform additional actions that are based on your Salesforce record criteria. Use Workflow Rules to configure when your fields will update. Salesforce administrators and developers can use the feature to update the value of a field dynamically when specific conditions are met. |
Automation is the best way to start a workday! So, whichever option you decide to choose, you can confidently go ahead and update Salesforce records without the need to write custom code. Use The Process Builder Tool or Workflow Rules to help customize your business workflows according to your specific requirements and organizational goals.
Explore the Salesforce Dynamic Related List Feature
How can we discuss Dynamic Forms and Fields without mentioning Dynamic Related Lists? This feature can be added to your dynamic pages and lets your Salesforce administrators or developers easily add new components to a Lightning page.
Use the Dynamic Related List – Single component to create related lists that are custom to your business needs and requirements. These custom-related lists will dynamically display data when the conditions that you configure are met.
Who wouldn’t want responsive pages that are dynamic and change automatically in nature? The ability to present your data to the correct employees at specific times that you need is a superpower that can instantly transform your business processes.
Salesforce Dynamic Related Lists: An Everyday Salesforce Dynamic Form Opportunity Use Case
A common use case for Dynamic Related Lists is working with Opportunities. We all like to view the data from our Opportunities related to Accounts, right? But if you have countless records in your system, then trying to view and work with related lists can become time-consuming and even a little confusing if you are multi-tasking, such as talking to a customer.
With Dynamic Related Lists, you can now filter your page layout to only display open Opportunities! How efficient and helpful? This dynamic page layout view can save your employees crucial amounts of time spent searching through vast amounts of data to find the information they need to perform daily tasks.
For this reason, we recommend you try out Dynamic Related Lists to create custom filtered related lists for your Salesforce page layouts.
Dynamic Actions | Salesforce Feature
The Dynamic Actions feature from Salesforce is another hit feature to help you declutter your responsive page layouts. Use the feature to present actions based on conditions that are only relevant to your Salesforce users.
Page layouts that take advantage of the Dynamic Actions feature will allow your Salesforce users to quickly find actions that specifically relate to their profiles.
Your Salesforce administrators and developers can easily use the Lightning App Builder to configure the actions that display and are accessible on page layouts. Previously it took longer to set this up as your administrators would have had to use the page layout editor. Save your staff some time and reduce workloads with the Dynamic Actions feature.
No Manual Work with Custom Dynamic Forms
Salesforce forms that are created with the help of tools like the Lightning App Builder and Lightning components are considered custom and dynamic. Custom dynamic forms in Salesforce are built to adapt to certain conditions that are met. This means that you can expect your Salesforce forms to transform completely based on user input or conditions. These forms can flexibly change their layout and adjust fields if they must.
To build a custom dynamic form in Salesforce, make sure to use the Lightning App Builder, Lightning Components, Dynamic Actions Salesforce feature, and Conditional Visibility settings!
Dynamic Page: Do you Need One?
Moving right along to our next topic, dynamic pages. Let’s dive in!
A dynamic page is essentially a Lightning page and can be found in the Salesforce Lightning Experience edition. This edition of Salesforce is super modern, and you can really take your user interfaces to the next level.
But back to discussing dynamic pages, we recommend that you use them if you want flexibility, especially when it comes to user interaction. Your Salesforce administrators and developers can easily insert standard, custom, and even third-party components into your dynamic pages.
As we already know, components are great tools to present your Salesforce records and data when you need them, with permission sets that allow only authorized individuals to view them.
A Quick Note on the Salesforce Highlights Panel
Did you know that you have a dedicated space on each of your objects to present vital information quickly regarding a record? It’s located at the top of your record detail page in Salesforce.
Use it to add any fields or essential information that you want Salesforce users to view first. Many companies use the Highlights Panel in Salesforce to provide information about a record so that key stakeholders can understand the context of the record with a quick glance.
FAQ
And before we end the article, we would like to close with 3 more typical questions with rapid answers. If you need more information regarding the below topics, please feel free to contact us.
What are the limitations of Dynamic Forms in Salesforce?
There are many, but one that stands out as a big hurdle is that you can only find the Dynamic Forms feature in Salesforce Lightning Experience.
What is a Dynamic Form in Salesforce?
It’s a feature from Salesforce used to create and design dynamic page layouts for the data in your CRM platform.
How do Dynamic Forms work in Salesforce?
The Dynamic Forms feature takes your Record Detail component and makes individual fields and sections that you can arrange wherever you need on your Lightning page.
Need Help? Contact Titan
Thank you for taking the time to read our article on topics covering Salesforce, Dynamic Form, Opportunity use cases, and other feature advice. We hope that you are enlightened and are able to use your Salesforce features more effectively.
If you would like to know more about Titan, please contact us on one of our social media channels below. Titan is a powerful no-code platform with Salesforce solutions for every use case across any industry. We would love to help you extend your Salesforce digital experiences and celebrate business growth.
We hope to see you soon!
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