Leverage Lightning’s New Dynamic Forms in the Summer ‘20 Release

Insights from Lightning Champion Cece Adams

Cece Adams | July 2, 2020

Hey there! It’s Cece A. the BA here to talk about my favorite new feature available in Summer ‘20*: Dynamic Forms! Available only in Lightning, Dynamic Forms are the next level of Lightning record pages; they offer new point-and-click functionality that was previously only available with coding. Dynamic Forms offer efficiency, streamlining security and layout configuration into one place. What are Dynamic Forms and why are they so exciting? Keep reading and I’ll explain more about this Dynamic addition to Salesforce functionality.

(Image of page created from Dynamic Forms via Salesforce Ben)

So just what are Dynamic Forms? Per Salesforce’s Summer ‘20 Release Notes, “[Dynamic Forms] add the ability to configure record details and sections inside the Lightning App Builder.” They are supported on Custom Objects only. For those unfamiliar with the existing process, to create pages in Lightning, you currently need a separate page layout which is then tied to a record page. This can be cumbersome as the more fields there are on your page layouts, the harder Field Level Security (FLS) and layout management can be. With Dynamic Forms, you’re getting the best of both worlds: the ability to create an amazing Lightning Record Page AND control the layouts/fields from the same interface. Instant game-changer! Now that you know what Dynamic Forms are, let’s talk about why they are so awesome (which ties into why I say Dynamic 80 million times).

(To Turn on Dynamic Forms: Search Record Page  > Record Page Settings > Dynamic Forms > On)

Why are Dynamic Forms so awesome? As I previously mentioned, the more fields that are added to a page layout, the more get added to the Record Detail component. This can make it a big, jumbly mess. It’s difficult to customize without using hacks and is just simply not fun. Dynamic Forms bring the fun back, allowing users to migrate the fields/sections on a page layout as individual components into the Lightning App Builder. This allows them to be configured just like any other components and allows you to give users only the fields/sections that they need. My favorite part of this is the ability to customize sections into accordions or tabs, which improves both appearance and performance. Before Dynamic Forms, we had to use a Quick Actions hack to get fields to display in tabs or accordions; adding this in as native functionality earns Salesforce a *chef’s kiss*.

(Screenshot of Dynamic Forms in configuration)

How does this help make my life better? That’s an excellent question. To me, Dynamic Forms are beneficial to any user in the following ways:

  1. Reduces/streamlines usage of page layouts by moving visibility rules to components vs. overall layout.
  2. Allows users to manage fields/sections on pages without using the page layout editor.
  3. Minimizes complexity by allowing users to use a single assignment model for Lightning Pages vs. Lightning Page and Page Layout assignments.
  4. As an end user, it helps provide a lovely visual interface that allows users to see only the fields they want/need to see.

Dynamic Forms represent the next level of page management as we continue progressing in the world of Lightning. They allow Admins to configure quickly and easily, utilizing a less complex page assignment model, and to use native functionality to do so. End users will benefit from the clean user interface and newly designed lightning pages providing them all necessary functionality. And we all benefit as Salesforce continues to upgrade existing functionality and improve our Salesforce lives. Dynamic Forms are well…Dynamically Awesomesauce!

Note: Dynamic Forms are currently in non-GA release as a preview at this time.

Cece Adams is a Business Analyst at 7Summits and Salesforce Lightning Champion. In addition to putting the “C” in Salesforce CPQ, she brings over a decade of Salesforce experience using Marketing Cloud, Pardot, Sales/Service Cloud, and Lightning Experience to help improve internal and external customer experiences. 

Learn about other new features from the Summer ’20 release!

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