Salesforce Dynamic Forms 2023: Tips for Salesforce admins
Masterful Salesforce Scribe with an eye for detail
Salesforce Administrators manage and customize the Salesforce platform for their organization. They are crucial in ensuring the success of Salesforce implementations within an organization. Salesforce Admins are responsible for making sure that the platform is configured to meet the business’s unique requirements and that it is being used to its full potential.
Some of the key responsibilities of a Salesforce Admin include the following:
Salesforce Dynamic Forms: Top Tips for Admins
Salesforce Administrators also use Salesforce Dynamic Forms to create customized dynamic forms that deliver a personalized and user-friendly experience to their Salesforce users.
Here are some tips to help you make the most of this powerful feature:
Plan your Dynamic Forms for Salesforce
Before you start creating Dynamic Forms in Salesforce, it’s important to have a plan in place. Plan what fields will be displayed based on user roles, user types, and business processes. Identify the different user personas and the information they need to see on the page. This will help you create targeted forms that deliver a personalized experience to your users and cater to each user type and business process. Plan your Flow migration and upskill your Flow Builder skills.
Use Conditional Visibility
One of the key features of Salesforce Dynamic Forms is the ability to show or hide fields based on certain criteria. Use visibility rules to show or hide fields and sections based on criteria such as record type, record details, user profile, field value, or formula to make your forms more streamlined and easier to use. This helps in keeping the layout simple and prevents information overload. You could show additional fields only when a specific option is selected or hide fields that aren’t relevant to a particular user. Use field section components to group fields and add them anywhere on the page.
Create a balance
Creating Salesforce Dynamic Forms is a delicate balance between showing enough information and overwhelming users with too much information. Ensure that the form displays enough information but not so much that it becomes difficult to use.
Use Dynamic Actions
Use dynamic interactions to create dynamic pages by defining actions that trigger when a field value changes. Dynamic actions enable you to customize the actions that appear on a record page based on specific criteria. You could show different actions for different users or hide certain actions altogether. This can help to streamline the user experience and make your forms more user-friendly.
Prioritize User Experience
Salesforce Dynamic Forms are all about creating a personalized experience for your users. Keep this in mind when designing your forms and focus on creating a user-friendly experience that makes it easy for users to find the information they need. The goal is to make the user’s job easier by quickly giving them access to the required information. Keep the form simple and easy to navigate, and use clear and concise language to explain each field. Use images and graphics to make the form more visually appealing and limit the number of required fields to reduce customer friction.
Use Permission Sets
Use permission sets: Use permission sets and permission set groups to manage user permissions instead of profiles. Grant access to specific fields, objects, and functionality based on a user’s role or job function. You can create a permission set that grants access to a specific custom object or sensitive fields such as social security numbers and then assign that permission set to a user or group of users who require access to that object.
Test
Like any new feature, testing your Salesforce Dynamic Forms before rolling them out to your users is essential. Take the time to thoroughly test different scenarios and get feedback from your users. Use this feedback to iterate and improve your forms over time to ensure they are user-friendly and efficient.
Why not try Titan’s Dynamic Forms?
Titan’s Dynamic Forms for Salesforce is a multi-patented, feature-rich form builder that provides advanced customization features, and you don’t have to be a Salesforce Admin to configure Titan’s dynamic forms. It is designed to help users create dynamic, responsive page layouts for standard objects without requiring any coding knowledge or technical skills.
Here are some of the biggest benefits of using Titan’s Dynamic Forms:
Limitless flexibility and customization
With Titan’s Salesforce Forms, users can create highly customized forms that meet their specific business requirements. Titan’s drag-and-drop software is easy to use and completely codeless.
Improved user experience
Dynamic Forms can show and hide fields based on user inputs, making the forms more straightforward and less overwhelming to users.
Enhanced automation and smooth performance
Titan’s Dynamic Forms can automate business processes by triggering actions based on user inputs, such as sending notifications, updating records, and creating follow-up tasks. Include as many conditions, rules, and dependencies as you like when you choose.
Mobile compatibility
Dynamic Forms in Titan are compatible with mobile devices, making it easier for users to access and complete forms on the go.
Excellent value for money
Titan helps speed up time to market and saves you money on expensive development. It also provides some of the best value out there, offering a range of custom Salesforce tools at a competitive price.
If you like this article, you can read more about LWC versus Dynamic Forms. Also check out our top forms for Salesforce.
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.
