Customize Sections and Fields by using Dynamic Forms

In Salesforce, Dynamic form is one of the features in the UI enhancements roadmap in Admin and Lightning keynotes.

Basically,  this is going to be a game-changing feature that will give admins and consultants the ability to have control over the record pages and page layout. Now, you can directly customize sections and fields of the page as per the business requirements.

Let’s take an example as Show a particular field or section when a picklist field has a certain value.

Enable your Dynamic Form

  • From Setup, enter the Record in the Quick Find box, and then click “Record Page Settings”
  • In the Dynamic Forms section, flip the switch to the “On” & click on the “Save” button.

Steps to customize section and field through Dynamic form

  • Step 1 – Firstly, go to any of your custom objects then open/create any record and from the gear icon click “Edit object” & you will find a page layout (dynamic form) in Lightning App Builder from Fields(next to component) tool.
  • Step 2 – Now, from Fields (next to the component) you can select Fields Section and drag into your page details. You can also select whether you want this section in 1 Column or 2 Column.
  • Step 3 – In the search box, you can search your custom fields and drag anywhere into the page.
  • Step 4 –  Set your page according to your position then Save and Activate it.
  • Step 5 – You can also set the visibility of your fields by using the “Add Filter” option.

Like this, you can customize your fields and sections as per your needs.

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Create New Related Record In One Click by Using Quick Action

As we know that to create a related record for any object, you must go to that particular record on which you want to create that related record and scroll down to go to the related list to find the button as “New” with the object name, and then you have to click on that. From this process, you can create a new related record.

Instead of this process, now you can create a button or link which on click opens an interface where you can create the required record with the selected fields and some predefined fields without moving to another page. All this can be done with the help of Quick Action. With this setup, You can not only create records but also update records, log calls, send emails, and also call Visualforce Pages.

Types of Quick Actions:

  • Object-specific quick actions
  • Global quick actions

Object-specific quick actions, specify that whenever you want the action to be used only on a particular Object, you use Object-specific actions. So basically, These actions are displayed on the details page layout of a record. It can only be used on the Object Page layout of the Object on which it is created.

Let’s look for an example. You have Account and Order objects in Salesforce. If you want to create an Order from Account, you need to navigate to the related list and select the ‘New Order’ button. Then it will pop up with another page, where you can enter details of an Order and a new Order will be created. Now here, will create a ‘Quick Action’ button which on click creates Order without navigating to another page.

Global actions, This can be used anywhere in Salesforce globally on the Groups page, Home page, and chatter feed page. As these are not associated with any other objects. It can be used on any object’s page layout and added to the global publisher layout. From Global actions, let users create or update records, log call details or send emails. When a global ‘Create action’ is created, it creates a new record that is not related to any other object.

Like this, you can create Quick Actions to decrease the time taken to perform some types of Actions such as creating or updating records,  send emails, log a call, or we can also call Visualforce pages.

Steps to create Object-specific Quick Actions in Salesforce:

Let’s take an example –

Create a Quick Action for a new opportunity record (with some predefined fields) on the Account object.

Step 1 –  Go to Object Manager and select Buttons, Links, and Actions and then New Action.

Step 2 – Create New Action as Create New Opportunity by given details and also define some predefined values for opportunity record.

Step 3 – Now go to Page Layout and drag the Create New Opportunity from Mobile and Lightning Action into Salesforce Mobile and Lightning Experience Actions. Then go to your app (Sales) and refresh the page and open any account record.

Step 4 –  After clicking on Create New Opportunity, you will get a pop-up page for opportunity record creation whereas you will have to fill Opportunity Name and for other fields, you have already defined by using predefined field values.

Step 5 – An opportunity record has been created on Account.

Step 6 – This is an opportunity record details that is created by using Quick Action.

Like this, you can add action on any object to create, update, send emails and log a call etc.

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Assignment Rules In Salesforce

Assignment rules in Salesforce are basically used to automatically assign Case or Lead to the owner (Queue or User). This assignment rule is used to automate owner assignments on Lead and Case based on conditions on Case and Lead.

Types of Assignment Rule

There are two types of assignment rules.

  •  Lead Assignment Rules
  • Case Assignment Rules

Lead Assignment Rule:

The Lead Assignment rule describes how leads are assigned to queues or users as they are created manually, imported via the Data Import Wizard, or captured from the web.

Case Assignment Rule:

In Case Assignment rule, it specifies how cases are assigned to users or queues as they are created manually, using On-Demand Email-to-Case, Email-to-Case, Web-to-Case, the Customer Portal and Outlook.

Create or Set-up assignment rules

  1. From Setup, enter Assignment Rules in the Quick Find box, then select any one assignment rule either Lead Assignment Rule or Case Assignment Rule.
  2. Click New, and then give the rule a name. If you want to make it active then check the active box then click Save.
  3. To create the rule entries, click New. For each entry, you can specify:
  • Order: Set the order in which the entry will be processed in the rule, for example, 1, 2, 3. It matches the criteria of the entry according to the order. When a match is found, it processes the item.
  • Criteria: Here, write the condition so that when it meets with criteria it automatically assigns to queues or users on Lead/Case.  Enter the rule criteria.
  • User: Choose here either users or queues to assign on Lead/Case.
  • Do Not Reassign Owner: It defines that the current owner on a case or lead will not be reassigned to the case or lead when it is updated.
  • Email Template: You can choose a template to use for the email that is automatically sent to the new owner of Lead/Case. No email will be sent if no template is specified. While assigning a lead or case to a queue, the notification goes to the Queue Email specified for the queue and all queue members.
  • Predefined Case Teams: It describes the predefined case team to add to a case when it matches the condition.
  • Replace any existing predefined case teams on the case: It describes that any existing predefined case teams on the case are replaced with the predefined case teams on the condition when a case matches the condition.

After this setup, click Save, or Save & New to save the entry and create more entries.

Assignment Rule Example:

Following is the Lead Assignment rule which assigns Lead to queues based on City, Company, and Industry.

Like this, you can create more rules for assigning a different Queue/User for different criteria.

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How to create a new record with field input by using Salesforce Flows

As we all know that Salesforce has introduced us to many automation tools which automate our business processes with Process Builder, Workflow, Approvals, and Flows. In Salesforce functionality, every tool comes with its own specification and features.

“Flow”, is one of the types of Automation tools in Salesforce.

Flow is a tool that automates complex business processes. Basically, it is the declarative interface used to create different types of flows.

Previously, we used the Process Builder to automate any business process but as the flow has defined its additional features so it supports mostly all same functions.

Example:-

Let’s take a simple example of flows – Creating a new Lead with four field input form that we will later add to our Home page.

Step 1.
Quick Lead (build with Flow Builder)

  • From Setup, enter Flows in the Quick Find box, then select Flows, and then click New Flow.

Step 2:

  • From the Palette on the left, drag the Screen element to space on the right (the canvas).

Step 3.

  • Give it a label as New Lead.
  • Next, scroll the screen components on the left until you find Text.
  • Drag four of the text fields to the middle panel.

Step 4.

  • Now, Create fields for First Name, Last Name, Company, and Phone.
  • Click on [Text] on each field and name them as shown.

Step 5.

  • Click in the footer area and untick the Previous and Pause buttons then click Done.

Step 6.

  • Next, drag the Create Records element to the canvas.

Step 7.

  • We will use the values collected from that Screen element to create the new lead record. Drag the Record Create element onto the canvas. Enter Create Lead as the label then Select one record to create Select Use separate variables, resources and literal values to set the record fields and Select the Lead object.

Step 8.

  • Next, populate the lead fields with the fields from the input form we created.

Step 9.

  • Click Done when finished.
  • Next, we need to join the three elements together. Click the circle at the bottom of the Start element and drag down to join to the New Lead screen. Do the same from New Lead to the Create Lead element.

Step 10.

  • Finally, we can Save our new Quick Lead -1 flow. Click Save and Provide a name, description.

Step 11.

  • Now, Click Save and Activate the flow.
  • To be able to use this flow in Lightning, we have to Enable Lightning runtime for flows as follows.
  • First, go Quick Find box – Process Automation – Process Automation Settings.
  • Click Enable Lightning runtime for flows and Save your changes.

Step 12.
Add Your Flow to the Home Page

  • Quick find – Builder – Lightning App Builder.
  • Click New.
  • Click Home Page, and click Next.
  • Give the page a name as Quick Lead -1, and click Next.
  • Click Clone Salesforce Default Page, select Home Page Default, and click Finish.
  • Drag a Flow component to the top of the right column.
  • Select your new Quick Lead flow.

Step 13.

  • Save and Activate your new Home Page.
  • Return to your App (ex. Sales) and refresh the page. Your new home page with the Quick Lead Flow component will be displayed.

Test your new flow by entering a new lead via the Flow you have just created.

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