With the Summer ’20 release, Salesforce has released a wide range of new features for Salesforce Lightning App Builder that empowers the Salesforce admins and developers to create flexible and dynamic pages/forms without writing a single line of code. You can now easily configure and add visibility for record detail page fields and sections inside Lightning App Builder with dynamic actions. Dynamic Actions with Dynamic Forms redefine the Salesforce record page user interface and take the hassle out of traditional page layouts.
Key Benefits Of Dynamic Forms
1. Actions Configuration Upgrades: You can add, rearrange and remove actions directly from Lightning App Builder with a modern user interface and live preview.
2. Dynamic pages: To ensure users see only what is essential to each of them at a given time, make use of visibility rules to show and hide actions.
3. Streamlined Layout management: Manage your page actions in Lightning App Builder without accessing the page layout editor.
4. Visibility Rules: With action visibility rules, you can reduce the number of page layouts you need.
5. Lightning Page Assignment Model: Use the single Lightning page assignment model instead of the dual model of assigning a Lightning page and a page layout.
Steps To Get Started With Dynamic Actions In Salesforce
Dynamic Actions works in the highlight panel component on custom objects, currently available only on the desktop (for mobile, you will get the details below). The highlight panel displays most of your record page actions on the desktop. It is supported for standard objects and actions in other components, such as related lists, activities, and chatter.
Dynamic Actions introduces point-and-click customization for actions within the Lightning App Builder. When you click on a highlight panel component, new settings appear on the properties pane.
Step 1: Select the Enable Dynamic Actions (Beta, Desktop Only) checkbox to use Dynamic Actions.
After the Winter 21 release features availability, we cannot enable/disable them. It will be enabled by default for everyone.
Step 2: Once enabled, you will get a new tab in Lightning Record pages “Fields.”
If you have existing pages available, you can upgrade them or create new pages from scratch.
Step 3: After enabling dynamic forms, you can add dynamic fields and actions to the record page. So first, select the custom object that you want to create a new page for. Now, you need to Drop the Field Section, and then you can add fields.
Step 4: You can control the visibility of individual fields. Also, you can add a highlight section on the top bar. This is how your page will appear.
As soon as you upgrade your page to Dynamic forms, the flexi page’s metadata will be changed.
Let’s now talk about the latest additions in Dynamic Forms in Salesforce.
1. Dynamic Forms are now included for everyone in supported editions. You can now enable and disable it for your org from the Record Page Settings.
2. Fields that are generally required have been moved to their section of the palette and have different icons.
3. Packaging is now supported for pages that contain Dynamic Forms components such as Field, Field Section.
4. Improved support for Dynamic Forms when editing, creating, and cloning.
Dynamic Actions on Desktop (GA and Beta) and Mobile (Beta)
If you click on the Highlight Panel in the sidebar, you will see a new option to enable Dynamic Actions, as shown above. This way, you can control which actions will be displayed in the highlight panel.
The Eye icon defines that we have added custom visibility rules for this action. Previously, we had to create record types and assign these record types to different profiles/users. But it is much easier to control all that behavior within a single page that reduces the need for Record Types.
Dynamic Actions are generally available for custom objects. Dynamic actions for supported standard objects (Account, Case, Contact, Lead, and Opportunity) are in the beta stage for desktop. To use a different set of dynamic actions on mobile, or if you have a mobile-only Lightning page, you can enable dynamic actions for mobile via the Page properties on the record page. In the Lightning App Builder, create or open a record page for a custom object. In the Page properties pane, select Enable page-level dynamic actions for the Salesforce mobile app (Beta).
To enable dynamic actions for a supported standard object, including Account, Case, Contact, Lead, or Opportunity on desktop, add or select the Highlights Panel component on the object’s record page. In the Highlight Panel properties pane, select Enable Dynamic Actions (Beta, desktop only).
If you want to add an action in any dynamic action scenarios, click Add Action in the properties pane. In the Actions modal, select an action and click Add Filter for assigning visibility rules based on record field, device type, and other filters.
An eye icon shows the action’s visibility rules next to an action name that indicates that visibility rules are applied. If you are migrating actions from a page layout, you can modify them in the Actions modal.
Use Cases For Dynamic Forms
Displays specific sections or fields on a page layout based on the values of other fields. For example, it shows the component or part when Lead or Opportunity or Quote has reached a particular stage.
Displays specific sections or fields on a page layout based on the field values on the Parent Object. Depending on the form factor, you can create a different layout with selected fields for users with certain profiles or different layouts.
Limitations Of Dynamic Forms
- Currently, Dynamic Forms is supported on record pages for custom objects only. The support for standard objects is on the roadmap for GA.
- Dynamic Forms does not work in Internet Explorer 11.
- Dynamic Forms does not work on pages based on pinned region templates and custom templates.
- Blank spaces are not supported.
- We can add up to a hundred fields per column in a Field Section component.
Conclusion
Dynamic Forms and Dynamic Actions are the powerful features that take away the dependency on the page layout, enabling the Salesforce users to control the fields and actions within the Lightning App Builder. Dynamic Actions allow you to create cluttered, intuitive, and responsive pages that show only the actions users need to see based on the criteria you define. This means instead of scanning a list of actions; your users will be presented with a simple choice based on roles, profiles, or when records meet specific criteria. From Winter ‘21 release, Dynamic Actions is generally available for custom objects for Desktop and in the beta stage for particular standard objects (Account, Case, Contact, Lead, and Opportunity).
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Ajay Dubedi
CEO | Founder
Ajay Dubedi, the founder and CEO of Cloud Analogy, is a prominent Salesforce Sales, Service, and Marketing cloud Consultant with a rich expertise in handling challenging business models. Ajay has assisted and implemented solutions in industries comprising Banking, Health Care, Networking, Education, Telecommunication and Manufacturing. Ajay is globally acclaimed for his extensive experience in APEX Programming, VisualForce pages, Triggers, Workflows, Page Layouts, Roles, Profiles, Reports & Dashboards.Hire the best Salesforce Implementation Partner. Choose Cloud Analogy, the world's most preferred Salesforce Implementation Company that provides custom CRM Implementation services.
