Salesforce Dynamic Forms Deliver Solutions that Work
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Dynamic Forms from Salesforce lets you customize your user interface for your specific business requirements to ensure that your data is clearly understood and your staff are optimizing their workflow processes.
So how do other businesses take full advantage of the custom Dynamic Forms feature from Salesforce? Join us below as we share a common use case and the solutions they found with Salesforce Dynamic Forms. We also explore some of the other page layouts available in Salesforce, so make sure to read until the end.
Dynamic Forms Salesforce | Use Case
There are so many businesses that use the Salesforce ecosystem to store their customer data and manage their customer relationship management (CRM) workflow processes dynamically. We can agree that employees like sales reps spend a lot of time searching through customer data and analyzing information to build relationships, follow up on negotiations, update customer details, and perform other sales-related tasks.
If your business is still stuck on standard, default page layouts instead of a dynamic page layout in Salesforce, your staff might have to navigate through numerous fields of data before they find the information that they actually need. Why let your staff waste time sifting through data that is not relevant to an account or even not their field of interest? If a sales rep needs access to customer details, they should be able to find and access only all the information that relates to their unique sales process.
Salesforce Dynamic Forms | Solution
The Dynamic Forms feature from Salesforce can help your business to create a custom, decluttered user interface so that any employee can access streamlined data that is relevant to their workflow processes. Below we have provided a quick guide as to how Dynamic Forms can enhance your user experiences in Salesforce.
1. Why Wait? Declutter Page Layouts with Dynamic Forms
You can start streamlining the data that you present on your Salesforce pages by choosing which fields you would like to display. A good suggestion would be to select fields based on specific criteria that make sense to your business workflows. If your teams need to see an account type, industry, or sales stage, then go ahead and display those fields. This is a slight adjustment that you can make to instantly speed up data entry and eliminate confusion for your team members as they only view data that is relevant to their work tasks.
2. Create Conditional Logic with Dynamic Forms
The Dynamic Forms feature can also help you create engaging page layouts that will only display extra information when required. For example, you can control the visibility of your fields with some conditional logic.
Imagine how useful it would be to allow your employees to only see an extra field if a checkbox is selected. If the checkbox was unselected, then the additional field does not display. For example, a sales rep sets the checkbox marked as “International, “ and a field then displays to provide extra details regarding international locations.
Adding conditional visibility to your fields elevates user experience, delivers detailed and accurate data to your employees when they need it, and also clears the noise by keeping page layouts clean and decluttered.
3. Spotlight on the Flexibility of your Page Layouts
With Dynamic Forms, your staff can enjoy page layouts that adapt and change as required. Salesforce users can collapse sections to dismiss data and navigate faster through a page to find the information that they need. Use Dynamic Forms to create decluttered, user-friendly Salesforce interfaces by organizing fields and sections in a manner that makes sense to your business workflows and data entry requirements.
These are just a few solutions that Dynamic Forms can provide your business to elevate your staff productivity within the Salesforce ecosystem. But overall, we can see that Salesforce has provided a powerful feature for data entry and management that can help you enhance user experiences across your entire business and speed up workflow processes related to CRM strategies.
Are there other Salesforce Layouts?
While we are talking about Dynamic Forms for your page layouts, we have to also chat about the Salesforce Compact Layout!
The Compact Layout feature allows you to customize the fields that you want to display in your Highlights panel. This is the section that is found at the top of a record detail page, and it is used to communicate vital information related to the record. Many businesses use the Highlights panel to display record details such as names, important dates, and more.
Make sure that you take full advantage of the Compact Layout feature as it exists to give Salesforce users a quick display of important information before they start diving into the details of a record. You have control of which fields you would like to add to your Highlights panel, or you can try out the default Compact Layout option to get started.
One More Layout | Salesforce FlexiPage
You could also decide to use a FlexiPage in Salesforce. Flexipages, as the name suggests, are highly flexible layouts that can be used to design a user interface that suits the data requirements of your business.
With Flexipages, you can organize your Salesforce objects which include records, home pages, and app pages. Don’t forget to also get your administrators or developers to arrange your components which include fields, related lists, charts, or custom components on a Salesforce FlexiPage.
FAQ
Thank you for reading our article on the different dynamic page layouts in Salesforce. Before we sign off, though, we would like to share with you some interesting questions that we get asked by Titan friends.
Let us know if these answers helped you or if you have any questions of your own that you would like to share.
What are Salesforce Dynamic Forms?
Dynamic Forms is a Salesforce feature for a Lightning layout. It gives your Salesforce administrators the power to configure record detail fields and sections to elevate user experiences.
How do Dynamic Forms work in Salesforce
The Dynamic Form feature available with Salesforce Lightning pages can be used to create individual fields and section components in your Record Detail component. These fields and sections can be placed on your Lightning page exactly where you need them. You can also use rules to set the visibility of your fields so that Salesforce users can only view relevant fields.
What are the Limitations of Dynamic Forms in Salesforce?
One of the most significant limitations of Dynamic Forms is that they do not support all standard objects in Salesforce. Currently, they work with the following standard objects: Accounts, Contacts, Person Accounts, Opportunities, Leads, and Cases.
Loved by Salesforce Users
We hope you liked our topics covering how to maximize efficiency and productivity with a Salesforce dynamic page layout! Titan is an official Salesforce third-party app with core modules like Forms, Docs, Sign, CLM, Survey, Web, and Flow to help you create web projects with absolutely no code. We have Salesforce solutions for any use case, so feel free to contact us on one of our social media channels below.
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