Streamline Page Layouts with Dynamic Forms
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The document provides an overview of dynamic forms, a significant enhancement to the Salesforce Lightning App Builder, which allows for improved control over field placement and visibility on record pages. It highlights the benefits, limitations, and a demo case scenario showcasing how dynamic forms simplify layout management and enhance user experience. CodeScience, as a founding partner of the Salesforce PDO program, assists clients in building solutions on the Salesforce AppExchange.
Streamline Page Layouts with Dynamic Forms
- 1. Marketing to Insert Cover Slide
- 2. Agenda ● Quick CodeScience introduction ● Overview, benefits & limitations of Dynamic Forms ● Demo ● Key takeaways
- 3. About CodeScience ● Founding partner of the Salesforce Product Development Outsourcer (PDO) Program ● We partner with clients to build solutions on the Salesforce AppExchange ● Named the first (and only) Master PDO in 2017 ● We help partner succeed on the AppExchange!
- 4. Client Success: 10% of the AppExchange
- 5. Client Focus
- 6. Today’s Speaker Amil Abdallah Senior Developer CodeScience
- 8. Dynamic Forms represent a major enhancement to the Lightning App Builder, drastically improving one’s ability to control field location and visibility within a lightning record page. What are Dynamic Forms?
- 9. ● Place fields and field sections anywhere on a record page ● Control field visibility at both the field level and field section level ● Simplified and reduced number of individual page layouts ● Improve page load times and performance utilizing tabbed and accordion views Benefits of Dynamic Forms
- 10. ● Currently available for custom object record pages only ● Only supported for Desktop ○ Record Detail component is still available for Mobile ● Internet Explorer 11 is not supported Limitations
- 11. ● An apartment complex has a site where tenants can submit maintenance requests ● Admins should be able to see all the fields on the maintenance request where tenants need only be shown status detail fields. ● When the maintenance request is set to complete status, the record view should update to show tenant feedback fields. ● Prior to Dynamic Forms, this scenario would require multiple page layouts assigned to individual profiles ● With Dynamic Forms, we can accomplish this task with just one page Demo Use Case Scenario
- 12. Demo
- 13. ● Dynamic Layouts through use of field and field section visibility rules ● Increased performance and load times ● Simplified Layout Management ● Create more meaningful layouts for a better user experience Key Takeaways
- 14. Mission: Ensure that no company builds a business on Salesforce alone.
- 15. Thank you! Questions? Please contact us at info@codescience.com!