Salesforce Dynamic Forms 2024: The Good and the Bad, and the Beautiful

4 min read

Marinda K.

Masterful Salesforce Scribe with an eye for detail

Updated: May 10th, 2024

Dynamic Forms Salesforce enables you to create highly customized and flexible record detail pages in Salesforce’s Lightning App Builder. Salesforce Dynamic Forms new records can display form fields and sections of a record based on specific criteria, such as user profiles, record types, or data values. So what are Dynamic Forms? You can use visibility rules to show and hide fields and sections based on your chosen criteria. You can also place fields and sections anywhere on the dynamic layout without adding them to the traditional page layout. Dynamic Forms can help you reduce the number of page layouts and record types you need, improve page load times, and simplify layout management.

Here are some of the good and bad aspects of Salesforce Dynamic Forms:

What are the Benefits of Using Dynamic Forms on Record Pages?

Advantages of Dynamic Forms

Customization: Dynamic Forms enables you to create highly customized record detail pages that fit your specific business needs, helping you improve productivity and efficiency.

Field Visibility: You can display only the relevant fields on the page with visibility rules based on specific criteria, such as user profiles or record types, making it easier for users to find and update the necessary information.

Streamlined User Experience: You can do away with multiple page layouts and reduce the number of record types you need by defining component visibility rules.

Flexibility: Dynamic Forms enables you to modify the layout of your record detail pages as your business needs change, making it easy to adapt to new requirements or processes.

Time-Saving: Dynamic Forms helps users save time by displaying only the relevant fields and sections, eliminating the need to scroll through unnecessary information.

Improved Adoption: By creating a user-centric, intuitive, and efficient interface, Dynamic Forms with dynamic actions can help improve user adoption rates and user satisfaction.

Dynamic Forms on mobile: Dynamic Forms are mobile-friendly and responsive, ensuring users can access and interact with records from anywhere, on any device. Dynamic Forms for mobile Salesforce are now possible.

Visual Appeal: With Dynamic Forms, you can customize the look and feel of your record detail pages, creating a visually appealing and engaging user experience.

Conditional Display Logic: Dynamic Forms provides conditional display logic, which enables you to control which fields and sections are displayed based on specific criteria, such as data values or user profiles.

Increased Data Accuracy: By displaying only relevant fields and sections, Dynamic Forms can help ensure that users enter accurate and complete data, reducing errors and improving data quality.

Dynamic Forms Salesforce Limitations

Find out more about the Salesforce Dynamic Forms limitations.

Disadvantages of Dynamic Forms:

Complexity: Dynamic Forms can be complex to set up and configure, especially for users unfamiliar with Salesforce customization.

Learning Curve: The Dynamic Forms feature is relatively new, and users may need time to become familiar with the new interface and functionality.

Limited Availability: Dynamic Forms is currently only available for Accounts, Contacts, Person Accounts, Opportunities, Leads, and Cases in Salesforce, so it may not be available for all your record types.

Customization Limits: Dynamic Forms may not support all the customization options available with other Salesforce customization tools.

Performance: Using Dynamic Forms for Salesforce may impact page load times and performance, especially if you have many fields or sections on the page or when using complex visibility rules or large numbers of fields.

Compatibility: Some third-party applications or integrations may not be fully compatible with Dynamic Forms, which could limit your ability to use certain features or tools.

Migration: If you have existing record detail pages that were built using older Salesforce customization tools, you may need to migrate your pages to Dynamic Forms, which can be a complex and time-consuming process.

Training: Users may need additional training and support to learn how to use Dynamic Forms effectively, which could add to the overall cost and time required for implementation.

Cost: Depending on your Salesforce subscription level, you may need to pay extra to access the Dynamic Forms feature.

Support: As Dynamic Forms is a relatively new feature, support and documentation may not be as comprehensive as for more established Salesforce features.

What about Titan’s Dynamic Forms?

Dynamic Forms Vs Page Layouts: Which to Choose?

Choosing between dynamic forms and page layouts depends on the specific requirements and goals of your project. Dynamic forms offer flexibility and customization. Choose them if you want to create intuitive pages. Using different page layouts for different types of users could be a better choice, too. Page layouts provide consistency and ease of development, making them ideal for displaying static or semi-static content and supporting navigation-heavy interfaces.

With Titan’s online form builder, users can create interactive and personalized forms for Salesforce that adapt to the user’s input in real time.

Win with Titan’s Dynamic Forms: What Are Dynamic Forms in Salesforce

Conditional Logic: Titan’s Dynamic Forms enable users to create conditional logic that dynamically changes the form based on the user’s input. This can be used to show or hide specific fields, change the behavior of certain fields, or adjust the form’s layout based on the user’s input.

Real-Time Calculations: Users can create calculations that are performed in real time based on the user’s input. This can be used to display prices, calculate discounts, or perform other calculations requiring real-time updates.

Multi-Page Forms: Titan’s Dynamic Forms can be split into multiple pages, each adapting dynamically based on the user’s input. This can help to break up long forms into smaller, more manageable sections, improving the user experience.

Drag-and-Drop Editor: You can create forms using a drag-and-drop editor, making it easy to create and customize forms without needing any coding knowledge.

Integration with Third-Party Tools: Titan’s Dynamic Forms can be integrated with various third-party tools, including Salesforce, HubSpot, and Zapier. This enables users to collect and manage data from their forms easily.

Mobile Optimization: The forms are optimized for mobile devices, ensuring they look and function well on smartphones and tablets.

Personalization: The forms can adapt in real time based on the user’s input. This enables a more personalized user experience, as the form can be tailored to the user’s specific needs and preferences.

Flexibility: Titan’s Dynamic Forms offer a high degree of flexibility, enabling users to create custom forms that meet their specific requirements.

Easy to use: The drag-and-drop editor makes creating and customizing forms easy without any coding knowledge or technical skills. The intuitive interface and pre-built templates make it easy to get started, and the platform offers a variety of customization options, including conditional logic and real-time calculations, to create dynamic and interactive forms.

Cost-Effective: Titan’s product offers a cost-effective solution for creating custom forms. The pricing is transparent and based on the number of submissions, making it easy to budget for form creation and management.

Want to learn more? Discover the power of our Dynamic Salesforce Forms or read about Salesforce LWC versus Dynamic Forms.

Titan Website

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.