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How do I enable dynamic form in Salesforce?
Step to Setup Dynamic Forms
- Enable Dynamic Forms.
- Add Field Section Component to Lightning Record Page.
- Create Filter to Set Component Visibility.
- Test Dynamic Forms.
How do I create a dynamic page in Salesforce?
Salesforce Dynamic Forms – Overview & Deep Dive Tutorial
- Place fields anywhere on the layout without needing to add them to the traditional page layout (“Details” tab)
- Use visibility rules to make fields and components appear and disappear based on criteria you choose.
- Do away with multiple page layouts.
When to start using dynamic forms in Salesforce?
There are two ways you can start using Dynamic Forms. For new record pages, after you create the page, don’t bother with a Record Detail component. You can immediately drag Field Section components and fields onto the page. The great thing about Dynamic Forms is that it’s flexible.
How to break up record details in Salesforce?
And, the Fields tab contains the fields associated with your custom object and a Field Section component. There are two ways you can start using Dynamic Forms. For new record pages, after you create the page, don’t bother with a Record Detail component. You can immediately drag Field Section components and fields onto the page.
What are the benefits of using dynamic forms?
Dynamic Forms benefits you in these ways: An instant upgrade from page layouts: Place fields and sections wherever you want. Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times. Dynamic layouts: Use visibility rules to show and hide fields and sections.
How to migrate record details to dynamic forms?
Open your page in the Lightning App Builder, click the Record Detail component, and you see a new area at the top of the Record Detail properties pane. Click Upgrade Now to start the Dynamic Forms migration wizard. Walk through the wizard, and select which page layout has the fields that you want to migrate to the page.