Dynamic Forms is a powerful feature in Salesforce Lightning App Builder that revolutionizes how administrators design and manage record page layouts. Introduced to provide greater flexibility and control, Dynamic Forms allows you to break apart the traditional page layout into individual field comp…Dynamic Forms is a powerful feature in Salesforce Lightning App Builder that revolutionizes how administrators design and manage record page layouts. Introduced to provide greater flexibility and control, Dynamic Forms allows you to break apart the traditional page layout into individual field components that can be placed anywhere on a Lightning record page. Previously, administrators were limited to placing the entire Record Detail component on a page, which displayed fields according to the assigned page layout. With Dynamic Forms, you can now drag and drop individual fields or field sections onto the canvas, giving you complete control over field placement and organization. This enables the creation of more intuitive and user-friendly interfaces tailored to specific business needs. Key benefits of Dynamic Forms include conditional visibility rules, which allow fields and sections to appear or hide based on criteria such as record type, field values, user permissions, or device type. This means users only see relevant information, reducing clutter and improving productivity. Dynamic Forms also supports component-level visibility, enabling administrators to show different field configurations to different users on the same page. The feature works seamlessly with Lightning App Builder, allowing administrators to make changes through a simple point-and-click interface. Updates made through Dynamic Forms are reflected in real-time, eliminating the need to modify traditional page layouts for field arrangement purposes. To enable Dynamic Forms, administrators can click the Upgrade Now option on a record detail component within Lightning App Builder. Once upgraded, fields can be managed as individual components. Dynamic Forms is currently available for custom objects and many standard objects, though some standard objects may have limitations. This feature significantly enhances the administrator experience by providing modern, flexible page design capabilities that align with evolving business requirements and user expectations.
Dynamic Forms: Complete Guide for Salesforce Administrators
What are Dynamic Forms?
Dynamic Forms is a feature in Salesforce Lightning that allows administrators to break apart the traditional record detail page and place individual fields and sections anywhere on a Lightning record page using the Lightning App Builder. This provides granular control over field placement and visibility on record pages.
Why Dynamic Forms are Important
Dynamic Forms represent a significant evolution in how Salesforce administrators design user experiences. Key benefits include:
• Flexible Page Layouts: Fields can be placed in any region of the page, not just the standard details component • Conditional Visibility: Fields and sections can be shown or hidden based on specific criteria • Improved User Experience: Users see only relevant information, reducing clutter • Reduced Page Layout Maintenance: One page can serve multiple use cases through visibility rules • Better Performance: Pages load faster when unnecessary fields are hidden
How Dynamic Forms Work
Step 1: Enable Dynamic Forms Navigate to a Lightning record page in Lightning App Builder and select the Record Detail component. Click 'Upgrade Now' to migrate fields to individual components.
Step 2: Field Section Components After migration, fields are organized into Field Section components. These sections can be moved, reorganized, or placed in different regions of the page.
Step 3: Configure Visibility Rules Each field section or individual field can have visibility rules applied. These rules can be based on: • Field values on the record • User permissions • Device type (desktop or phone) • Record type
Step 4: Add Fields Anywhere Individual fields can be dragged from the Fields panel and placed in any location on the page layout.
Supported Objects
Dynamic Forms are available for: • All custom objects • Most standard objects (Account, Contact, Opportunity, Lead, Case, and many more) • Note: Some standard objects have limited support
Key Limitations to Remember
• Dynamic Forms work only in Lightning Experience • Not all standard objects are supported • Rich text area fields have specific placement requirements • Mobile app support has some variations from desktop
Exam Tips: Answering Questions on Dynamic Forms
1. Understand the Migration Process Questions often test whether you know that existing page layouts must be upgraded/migrated to use Dynamic Forms. The process converts the Record Detail component into individual field sections.
2. Focus on Visibility Rules Exam scenarios frequently present situations where certain fields should appear based on conditions. Remember that visibility can be set at both the field level and section level.
3. Know the Difference from Page Layouts Traditional page layouts apply to all pages uniformly, while Dynamic Forms allow conditional display. If a question asks about showing fields based on criteria, Dynamic Forms is likely the answer.
4. Object Support Knowledge Be aware that Dynamic Forms support varies by object. Custom objects have full support, while standard object support continues to expand.
5. Common Scenario Patterns Watch for scenarios involving: • Reducing the number of page layouts needed • Showing fields only when relevant data exists • Different field visibility for different user profiles viewing the same page • Placing related information in sidebars or different page regions
6. Component Recognition When questions mention 'Field Section' components in Lightning App Builder, this indicates Dynamic Forms functionality.
7. Performance Benefits If a question discusses improving page load times or reducing visible complexity, Dynamic Forms with visibility rules is often the solution being tested.
Quick Reference Summary
• Purpose: Granular control over field placement and visibility • Location: Lightning App Builder • Key Feature: Visibility rules based on record data, user, or device • Benefit: Fewer page layouts, better user experience • Requirement: Lightning Experience only