Explore Salesforce Dynamic Forms for Standard Objects
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Make a few simple adjustments to your interface with Dynamic Forms in Salesforce for standard objects, and watch how you start to rapidly streamline marketing, sales, and customer support workflow processes. But do you need to know more about Dynamic Forms and how they work with standard objects in Salesforce? If you answered yes, then keep reading below as we cover some essential topics for upgrading your Salesforce user interface with Dynamic Forms.
The first thing to know is that Salesforce Dynamic Forms still does not support all standard objects, but it does support many of them and the list keeps expanding. So how do you go about configuring Dynamic Forms for standard objects? When you start to build custom page layouts with Dynamic Forms for standard objects in Salesforce, you can take full control of your interface by placing your fields, related lists, and sections wherever you need. This ability allows your staff to easily and quickly find information that they need to complete work tasks instead of wasting time sifting through volumes of data when interacting with customers.
What are “Dynamic Forms” in Salesforce?
Dynamic Forms is a feature from Salesforce that gives you the power to customize your user interface within the CRM platform. Dynamic Forms works with standard objects such as Accounts, Contact, Opportunities, and more in Salesforce.
For your convenience, we went ahead and created a short list for you that explains some of the most important examples and benefits Dynamic Forms has to offer. And we placed the information in a table so that you can reference them quickly 😉
| Results | Description |
|---|---|
| Control how Data is Displayed | You can use Dynamic Forms to show and hide the fields and sections you choose based on conditions that are relevant to your workflows. A common example used by many Salesforce admins is configuring fields to only show when a selection is made in a checkbox or picklist. |
| Multiple Options for Fields | The Dynamic Forms feature allows you to create required or optional fields in your Salesforce interface. Go ahead and use this feature if you want to configure fields to be mandatory if you need. |
| Create Smart Picklists | Dynamic Forms allows you to set up your picklists so that its options are dependent on values in other picklists. |
| Sections that Repeat | With Dynamic Forms, you can create repeating sections seamlessly so that you can have multiple instances of a section to collect data. |
| Personalize your Pages | You can use Dynamic Forms to personalize page layouts for different users. This means that different user groups can view and access different data for meaningful workflows. |
| Customize the Order of your Fields | With Dynamic Forms, you can now change the order of your fields without modifying the page layout. |
| The Dynamic Record Detail Component | This component works well with Dynamic Forms on a Lightning Record page. Use it to set up dynamic behaviors on your forms. |
As you can see from the table, choosing Dynamic Forms on your standard objects to upgrade your page layouts can greatly assist in workflow processes. One of the biggest advantages of the feature is the ability to control which data is presented or displayed based on your business needs. This slight adjustment to the way you view data can streamline your data search time and improve your decision-making overall.
Common Salesforce Standard Objects | List Example
There are so many standard objects that are offered by Salesforce. The main purpose of these standard objects is to help you manage your leads, contacts, opportunities, accounts, and so much more! The ones that you choose to work with will be unique to your specific business needs. If you need some help deciding which you should select, take a look at our list of standard objects in Salesforce below to give you some inspiration.
Please Note: Dynamic Forms still does not support all Standard Objects but Salesforce has this planned on its agenda. The following Standard Objects are supported by Dynamic Forms:
Salesforce Dynamic Forms Standard Objects | Roadmap
Use Salesforce Dynamic Forms for standard objects to facilitate a roadmap that achieves business objectives and strategies. In this regard, it is very much part of Salesforce’s roadmap to ensure that all standard objects are supported soon.
With Salesforce’s streamlined interface, you can effectively view and enter your data correctly, which has a positive impact on all your management decisions. These new layouts help managers find only relevant fields that relate to their goals and objectives. No need for you to be overwhelmed by vast amounts of data. All decision-makers and project planners can quickly enter and view accurate data to plan business roadmaps that are delivered on time.
Titan for Custom Salesforce Solutions
Thank you for taking the time to read our article on using Dynamic Forms with Salesforce standard objects. If you are looking to extend your Salesforce digital experiences, make sure to contact us on one of our social media channels below.
Titan is a powerful no-code platform that can help your business create custom Salesforce Forms for any use case and object in your system. We also collect and pre-fill data, have conditional logic capabilities and can help you automate business processes rapidly with our drag-and-drop Salesforce forms builder. We are the only product on the market with real-time Salesforce integration. So, feel free to contact us for more information!
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