Salesforce Dynamic Forms 2023: Custom Objects
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Dynamic Forms from Salesforce have provided users with a more intuitive and personalized experience ever since this feature was released in 2020. Using Dynamic Forms, you can re-arrange fields and sections, adjust visibility rules, add a range of filters, and much more. The result is more accurate data entry, maximum productivity, and a big save on time.
You can create Dynamic Forms in Salesforce for both standard and custom objects. If you want to read about Dynamic Forms for standard objects, you can check out our article on using standard objects with Dynamic Forms. In this article, we will discuss how to use Dynamic Forms for Salesforce with custom objects. Read on to find out how to use Dynamic Forms for custom objects, including all the top pros and cons.
What are custom objects in Salesforce?
But before you kick on, let’s define Salesforce custom objects. Custom objects in Salesforce are essentially those objects that users create themselves to suit the specific needs of their business or use case. Whereas standard objects are defined by Salesforce, custom objects hold information defined by the business needs of the Salesforce admin. Custom objects allow a Salesforce admin to create unique data types, naming conventions, dashboards, reports, availability rules, and much more. Unlike standard objects, custom objects are only available in the Salesforce org in which they are created. If you want to use them in another organization then they need to be exported or imported.
Can I use Dynamic Forms for custom objects?
The short answer is yes! Dynamic Forms in the Salesforce Lightning Experience give you the ability to tailor the record-detail page for any of your custom objects and record types. This means the Dynamic Forms feature is not limited to standard objects but can also be used for customized business objects that are unique to your organization. With Dynamic Forms for Salesforce, you can get greater control over and flexibility for, your record page to enhance the user experience, declutter your data, and more easily maintain your page. For a full list of the benefits of Dynamic Forms, you can read our article.
How do I work with Dynamic Forms for custom objects?
What are the main steps for creating Dynamic Forms for custom objects? Well first off, you need to make sure that you have the right permissions set up to use Salesforce’s Lightning App. Once you have this enabled, all you have to do is find the custom object you want to work with and choose to upgrade to Dynamic Forms on the drop-down menu of your chosen record page.
Next up, you need to include the components, fields, and sections that you want to be part of your form. Re-arrange fields, define visibility rules, delete irrelevant components, and much more using the intuitive drag-and-drop interface. Fully customize and define your form’s layout and presentation of data fields, which can be based on profile, permissions, and related records. Dynamic Forms also give you the ability to customize the record page for your Custom object to match the look and feel of your brand.
You can preview your Dynamic Form, to check out how it will look to your target audience. If there are any issues, or you don’t think the layout is ideally targeted to your end users, then it is easy to edit and adjust your Dynamic Form until you are completely satisfied with the final product. You can also test out visibility rules and conditions to ensure your form is functioning optimally.
Salesforce: The Advantages of Dynamic Forms for custom objects
Big Win for User Experience
Dynamic Forms for custom objects have transformed the user experience for the better. Instead of users having to battle through irrelevant fields and data, they can easily pinpoint and find exactly what they are searching for. Data can be located and entered seamlessly for greater productivity, less frustration, and enhanced accuracy.
100% Customization for Your Business
With Dynamic Forms in Salesforce, businesses can fully customize their chosen custom objects to suit their requirements and the demands of their particular industry use cases. Adjust field order, conditions, visibility rules, dynamic actions, dynamic layouts, data presentation, accessibility, and much more. This means you never have to choose a one size fits all approach to the record detail pages for your object but can create a fully personalized experience.
Real-time Data for Instant Modification
One of the great advantages of Dynamic Forms for your custom objects is that it allows you to work with real-time data from the #1 CRM so that you can quickly and dynamically edit and polish the presentation and functionality of your record detail pages in live time. If you work in an industry where you need to access updated business requirements fast and at the touch of a button, then Dynamic Forms for your custom objects is particularly helpful.
Disadvantages of Dynamic Forms in Salesforce
While Dynamic Forms for custom objects have several benefits, they are not without their drawbacks, we summarize some of the main ones below:
Field Types are not Unlimited
Unfortunately, while Dynamic Forms supports custom objects, it does not always support custom field types. This could be tricky if you require these for your business objectives.
Dependent Fields are not always Supported
Dependent fields are those fields that depend upon the data or value of another field, and which are meant to dynamically refresh accordingly. Unfortunately, these are not always supported by Dynamic Forms for custom objects and you might need to draw on a third-party tool for additional support.
Limited Customization Options
Even though Dynamic Forms enable greater levels of customization than previous Salesforce features (e.g. Page Layout), it is still not entirely customizable without writing code. To get Dynamic Forms that fully suit your business requirements for custom objects, you may need to enlist expensive development.
Performance Problems
If you add too many fields or complex data types to your Custom Object, Dynamic Forms might fail to perform efficiently causing unfortunate delays in loading times and a challenging user experience.
Validation Rules not Entirely Supported
Dynamic Forms may not support validation requirements for your custom objects. To define the validation rules that you want, you may need to draw on other Salesforce tools, functionalities, or features.
Is there a better Alternative to Dynamic Forms from Salesforce?
Dynamic Forms in Salesforce offer several advantages and have the benefit of working with both custom and standard objects. As seen above, this doesn’t mean they are without limitations and this feature does not necessarily give you full flexibility for your business requirements.
If you are looking for an alternative to Dynamic Forms for Salesforce, why not try Titan? Our native form builder enables you to push and pull data in real-time from Salesforce, work with any object, solve challenging industry use cases, and much more. We are the only Dynamic Forms options with zero limits and zero code for your custom solutions. And we have the edge over other tools on the market in terms of speedy G2M and value for money. Why not schedule a demo and try us today?
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