Salesforce Dynamic forms were announced in 2019 by Dreamforce. Now it is available in Salesforce too. This gives the admins the strength of granular control on the record pages. We can customize the sections of the page according to the needs of the business. Dynamic Forms are used to define the layout of the page.

One of the benefits of dynamic forms is that it is used to upgrade the place field and sections where ever you want. Another feature of dynamic forms is, that using the visibility rules we can create fields and components that will appear and disappear as per the chosen criteria. We can set visibility rules to hide or show up the components. Without disturbing the page layout editor, with the help of Lightning App Builder, we can manage the fields and sections. It enhances the page l loading time too. The number of page layouts will be reduced using the visibility rules.

General Considerations

For the pages which use the dynamic forms, if pages switch the page templates the list will appear as templates that support the dynamic forms. There are some noneditable fields in dynamic forms. The Owner and Record Type fields are set to be read-only so it’s not editable in the properties pane. If a field has more than one instance, it can be added to a lightning page with the condition that all instances will show the same data on that page. When we are cloning a page that has enabled a dynamic form with visibility rules, all fields referred to in the visibility rule are cloned in the new page. The name field of the page which supports dynamic forms should not be left empty since the API populates the name field when it is getting saved. It is important to mark the name field as required.

Salesforce Dynamic forms and Mobiles

The field and component added in a dynamic form are desktop friendly by default. When checking with mobile, the salesforce dynamic form supports a feature called the “Record Detail-Mobile” component. This component when added to an object on a page, it wraps it in the mobile-only container. That is if an object is added with the Record Detail-Mobile component the desktop users will see the field component and the mobile users will see the Record Detail-Mobile component.

Benefits of Dynamic Forms

Salesforce Dynamic Forms uses a single assignment model for a Lightning Page instead of allocating page layout and Lightning page separately. With the help of Dynamic forms, page layouts can be simplified. In Lightning App Builder the sections and fields can be handled instead of a page layout editor. The use of Dynamic Forms reduces the page load time.

Limitations of Salesforce Dynamic Forms

Let us discuss some limitations of salesforce Dynamic Forms. Salesforce Dynamic Forms does not support the record pages with custom page templates and pinned regions. It also does not support blank spaces. By default as discussed earlier all fields and components are desktop friendly, t/o make it compatible with mobile Record Detail Mobile Component should be added. Dynamic forms are not supported in Internet Explorer 11, so users with IE11 will get an error message if they attempt to view a page with Dynamic Forms. Collapse or Expand field sections can be used as inline edits, not in creating, full edit, or in clone windows.

Are you looking for experienced Salesforce developers to efficiently handle your projects and provide end-to-end support? Please feel free to schedule a call with the reputed staff augmentation firm CloudVandana and select the best team of developers. Call Now.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.