On a user page layout in Salesforce might be placed a monolit block of fields which makes customization impossible. The task of Dynamic Forms is to deal with that. Dynamic Forms are intuitive page layouts that display the right information at the right time. You may have a lot of fields on page layout, these fields most likely are necessary but not all time or to each user. The closest resolution we’ve had is to create multiple page layouts and different profiles, which takes much time, and labor. Dynamic forms can help reduce time of developing and configuring page layouts.
In this article, we will discuss how Salesforce CRM users can benefit from Dynamic Forms; how to configure this tool; how Dynamic Forms are upgraded with the Salesforce Spring '23 release. And what we consider to be the most valuable: in this article you will find a case of how Dynamic Forms is applied in customer care scenarios in various industries.
Benefits of Dynamic Forms
- The main benefit of using Dynamic Forms is ease of use: simple configuration, managing fields and sections on your pages from the Lightning App Builder, or placing your section wherever you want.
- Dynamic Forms helps reduce the number of page layouts.
- Dynamic Forms allow displaying a particular section or field on page layout based on the value of other fields. For example, display a component or section when Lead or Opportunity, or Quote has reached a certain stage.
- Dynamic Forms help control the visibility of a particular section or fields on the page layout based on the value of fields on the Parent Object.
- With Dynamic Forms we can create a separate layout with selected fields for users with certain profiles or different layouts depending on the form factor.
All the listed features help teams, among other things, automate or semi-automate the process of customer care. Therefore there is no need to invest time in creating the service flows manually.
Don't forget to check out: Dynamic Forms in Salesforce - Tips and Considerations
Dynamic Forms Industries Case
Have you ever dreamed of becoming a doctor? Imagine that you did and become. So, you are an anesthetist in a hospital. There is a patient who has a planned surgery in two days. And you need to be sure that this patient is not allergic to anesthetic. Unfortunately, the patient is allergic. After getting the results, you will see the section with a form for the next allergy tests.
Banking, financial services, and insurance (BFSI)
In this scenario, there is a bank, and it gives loans. We have different record types in our Salesforce environment, and managers can see different fields or sections depending on the record type. When a borrower needs a loan, they create a draft and fill in the appropriate fields which are needed at this stage. For instance - what borrowers want to buy, the amount of the loan, and income for the year.
Imagine there is a company called “Pen and Pencil,” which sells stationery, as you can already guess. The manager tracks this flow, working with Orders/ Quotes/ Opportunities. If the total price of closed related quotes is more than some amount, the manager will see on Opportunity the fields with information that need to push this Opportunity forward in flow. For instance, fields with information about the regional manager who might be informed.
Imagine you have an Object in the Salesforce environment called “Car Service” and inside a lot of fields like “change car status”, “close order”, and so on. Admins need to see all fields, but support users need to see only specific information. Dynamic forms can help us to avoid creating at least two or more page layouts to separate these fields. With dynamic forms, we just specify filters for support users, they will be able to see only the fields they need.
How to configure Dynamic Forms
This way can show us how to filter fields by specific criteria, user, role, profile, or value of other fields. On the screen, we set criteria to show the field when the Approval status is approved.
On the right side in ‘UI Behavior,’ we can choose the behaviour field none, read only, required.
Check out another amazing blog by Sparkybit here: Salesforce Dynamic Forms: How to Get Started?
Spring '23 release
With Spring '23 release we now have the ability to add Save Options to our Account, Case & Lead record pages in the Lightning App Builder when creating, editing or cloning Cases & Leads or editing Accounts. For instance, Save Option allows users to trigger territory assignment rules when saving a new lead. Previously, this option was only available on page layouts.
This change is available in Lightning Experience in Group, Professional, Enterprise, Performance, Unlimited, and Developer editions. The save option appears in the footer of the create, edit, or clone dialog box.
The key task of Dynamic Form is to provide users with only the information they need at the needed time: just specify filters for different users, and they will be able to see only the fields they need. Filter fields by specific criteria, user, role, profile, or value of other fields. Dynamic Forms is a simply configured tool that allows managing fields and sections on the pages from the Lightning App Builder or placing sections wherever you want. Moreover, Salesforce Spring '23 release gives the ability to add Save Options to Account, Case & Lead record pages in the Lightning App Builder when creating, editing, or cloning Cases & Leads or editing Accounts.
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