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Salesforce Dynamic Forms and Actions Winter ’21 Release

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Dynamic Forms and Actions are by far my favorite feature of the Winter ’21 Release. I hope you will find many uses for them once you understand how they work. This article will give you some examples.

Dynamic Forms

Dynamic forms gives you the ability to have only one page layout and still see what you need to see when you want to see it. Currently, this is only available for Custom Objects, but some Standard Object are in Beta this release.

For Dynamic Forms I will be using the following scenario. I have built a custom object called CRM Projects. Using dynamic forms, when certain fields change you can add other field sections to your page layout. Here is the CRM Project page in the Lightning App Builder.

Several things to notice:

  • With Dynamic Forms we now have a Fields Tab in the Lightning App Builder

  • Add a Field Section to the page and drop in the fields that you need.

  • You now have Dynamic Actions that you can place directly on the Lightning App page. This is Generally Available (GA) for Desktop and Beta for Mobile. More on Dynamic Actions below.

  • You have the ability to set Component Visibility on field sections.

  • Analyze button to analyze the page performance.

Benefits of Dynamic Forms:

  • An instant upgrade from page layouts: Place fields and sections wherever you want.

  • Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times.

  • Dynamic layouts: Use visibility rules to show and hide fields and sections.

  • Simpler layout management:

    • Manage the fields and sections on your pages in the Lightning App Builder without touching the page layout editor.

    • Reduce the number of page layouts you need with component visibility rules.

    • Take advantage of a single assignment model for the Lightning page instead of the dual model of assigning a Lightning page and a page layout.

Here is what the CRM Project page looks like in Salesforce when the CRM Project Type is New Salesforce Feature and the CRM Project Status is New.

If I change the CRM Project Status to In Progress, the Business Objectives section will appear.

Here’s what the Business Objectives, Set Component Visibility looks like on the Lightning App Builder Page.

On a GoldMine to Salesforce Migration Project I will see the GoldMine Conversion Information.

Here what the Business Objectives, Set Component Visibility looks like on the Lightning App Builder Page.

Now, there is no need for additional record types to get the page layout that you need unless the record types are using picklist values that are different for each record type. I have only touched the surface with Dynamic forms. If you are interested in more details, check out the release notes, call or email me. Hopefully, this will get you thinking about how dynamic forms can help you work more efficiently in your organization. Dynamic Forms aren’t available yet for Standard Salesforce Objects, but it is on the roadmap.

Dynamic Actions on Desktop is now GA for Custom Objects and Beta for Standard Objects and Mobile.

Dynamic Actions allow you to assign actions via the Lightning App Builder instead of on the page layout with the ability to control when and where actions appears for users.

To enable Dynamic Actions, open Edit Page from Setup.

In the Lightning App Builder, select the Highlights Panel, click Upgrade Now in the side panel.

Select whether you want Migrate or Start from Scratch and click Next

Click Finish

Now you have some additional options in the Highlights Panel side panel.

Choose how many Visible buttons you want to show in the Highlights Panel, Add Actions and Enable dynamic actions from the Highlights Panel for the Salesforce mobile app (Beta). Now you can add the actions you need to the Lightning Page.

Now that we have enabled the Dynamic Actions, let’s see how they work. I have added some actions back to the CRM Project Page. I have also added set visibility on the New Task and Log a Call action.

For purpose of showing you how this works, the Log A Call button is available only when the Status is new. New Task is only available when the Status is New or In Progress.

When CRM Project Status is New both New Task and Log a Call is available.

When CRM Project Status is In Progress only New Task is available.

When CRM Project Status is Completed neither is available.

As you can see Dynamic Actions gives us a lot more flexible with only having the action buttons you need when you need them.


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