Winter ’25 is almost here! Learn more about Conditional Field Formatting and check out Be Release Ready to discover more resources to help you prepare for Winter ’25.
Creating custom visual indicators to call attention to key fields is a common Salesforce configuration requirement. Visual indicators make it easier to understand the status of a record at a glance, eliminating the need to sift through all of the details to understand what’s really going on. We use these in our internal Salesforce instances to provide quick visibility into Lead and Opportunity status and epic health.
Unfortunately, the steps to configure a visual indicator on a Lightning record page have not historically been the most intuitive. One must create a separate custom formula field for each custom visual indicator they’d like to display, as there’s no way to display the indicator on the field itself. The images displayed must be independently sourced and uploaded, and they will inevitably be inappropriately skewed in certain scenarios. Due to the difficulty in configuring and managing custom visual indicators in this way, an Idea Exchange item for Conditional Field Formatting has captured over 38,000 points.
This is all changing in the upcoming release. As of Winter ’25, you’ll be able to configure custom visuals which leverage standard Salesforce Lightning Design System icons via a point-and-click wizard directly in Lightning App Builder.
Let’s take a look.
Let’s say you want to add a custom visual indicator to draw attention to a field which displays customer sentiment. From within Lightning App Builder, select the field you’d like to display the indicator on. Note the new Conditional Formatting configuration option in the property panel on the right-hand side.
This is where you’ll be able to select an existing conditional formatting ruleset or create a new ruleset. When you click Create Ruleset, you’ll be brought to a modal where you can configure your first rule by selecting the icon and icon color you’d like displayed, along with the conditions for which it’s shown.
In the example here, we’re going to conditionally display different icons depending on the value of a Customer Sentiment field. If we wanted to, we could also add conditions which depended on other record data, such as Title or Department, in the case of a Contact record.
You can configure multiple rules within a given ruleset. In the example here, we display a different icon for each different value of the field.
Once we have this completed, let’s take a look at the runtime. We can see a green happy face emoji next to our field value in the highlights panel, just as we configured. If we changed the value of the field, the icon and color displayed would change as well.
Displaying these custom visual indicators will make it that much easier for end users to quickly identify the most relevant information needed to do their jobs effectively.
Conditional Field Formatting is only available on Dynamic Forms fields. If you haven’t yet migrated your Lightning record pages to Dynamic Forms, visit this Help doc to learn how. If you have a Salesforce Mobile implementation and would like these indicators to display on mobile, you’ll need to enable Dynamic Forms on Mobile from the Mobile App Settings section of the Setup menu. See the Help topic to learn more.
Timing: Conditional Field Formatting will be available on a rolling basis beginning with pre-release orgs in early September.
Each release brings tons of amazing new functionality and it can be a lot to digest. Throughout Winter ’25, we’ll publish blogs and videos to help you prepare to get the most out of this release! Bookmark Be Release Ready and check back regularly as we continue to add new Winter ’25 resources for Salesforce Admins.
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