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A New Era of Low-Code Apps: Dynamic Forms

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Dynamic Forms is the next evolution of Lightning App Builder. They enable you, the Salesforce Admin, to build highly flexible and dynamic experiences your users will love. You can customize your record pages to serve multiple purposes, thinking about the page values users see, the devices users use, and the role or profile they have. It not only unlocks flexibility for you as you build but also can be a game-changer for driving adoption with your end users:

  • End-users can get a more efficient + readable experience.
  • Admins save time by condensing the number of page layouts they maintain.

Reduce clutter with Dynamic Forms

Imagine your Salesforce org today: It has several slightly different versions of a page to support different profiles. The more fields that you have on a page layout, the more the Record Detail component becomes a monolithic block of fields that you can’t customize.

The traditional layout experience is cluttered with unnecessary fields, which can hinder end users from getting information quickly.

With Dynamic Forms, you can customize a single page in a way that HR sees what’s relevant to HR and Sales sees what’s relevant to Sales, transforming static Record Detail components into dynamic experiences.

dynamic forms screenshot

Dynamic Forms breaks up your Record Detail component into individual field components that you can put anywhere on the page. Then, you can use visibility rules on those field components to show your end users only what they need to see, when they need to see it.

Note: Dynamic Forms is supported on custom objects only.

Ready to give Dynamic Forms a try?

It’s easy! From Setup, enter “record page” in the Quick Find box, and then click Record Page Settings. In the Dynamic Forms section, flip the switch to On.

dynamic forms setup page enable

Once your org is enabled, you can get started in two ways:

  1. Migrate an existing page: Open an existing custom object record page, then click Upgrade Now from the Record Detail properties pane to launch the Dynamic Forms migration wizard. With just a few clicks, the wizard adds fields and field sections to the page for you.

dynamic forms screenshot

2. Create a page from scratch: Create a fresh Lightning record page. Then, click the Fields tab in the component pane, and start dragging sections and fields anywhere you want onto the page!

app builder screenshot

Which page should you start with?
Check your org’s Lightning Usage App to see your most used custom objects. Dynamic Forms can improve page loading performance, so we recommend trying it out on your highest use custom objects and their pages.

Check out our quick Dynamic Forms demo from TDX 2020:

Resources

Leading up to the Summer ’20 release, we asked admins around the world to join us for #BeAnInnovator with Dynamic Pages, a fun learning adventure for building a smart, dynamic record page from start to finish. With all of the videos now released, you can watch and learn at your own pace. We also answered popular roadmap questions in an AMA with Salesforce Product Manager Vin Addala.

We encourage you to join our public Dynamic Forms and Actions Trailblazer Community where we answer your questions, concerns, and feedback. You can also view our Dynamic Forms and Actions roadmap.

Read the official documentation on Dynamic Forms in the help portal, as well as the release notes. Read Leverage Dynamic Forms and Actions to Build Experiences Your Users Will Love and Break Up Your Record Details with Dynamic Forms on the Salesforce Admins Blog.

Screenshot of lightning setup page

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