In this blog, ‘Using Dynamic Forms to Build Intuitive Lightning Pages in Salesforce’, I am going to share my Hands-On Experience and explain how it can be a great tool to build intuitive Lightning pages with just point and clicks and why it is a part of Low Code Innovations from Salesforce.
Earlier, if We need to split the details from a record detail page into multiple sections, We always had to go for building custom solutions but now the page could be split and redesigned in multiple sections to make the page more user friendly and intuitive for the customers.
Please note that this feature is still Non – GA Preview and You can start doing Hands-On with your sandbox and production environment once Salesforce’s Summer 20 release hits your org!
Business Requirement for Dynamic Forms
A Real estate Company – Dreamhouse is struggling to make the property page on the desktop app more attractive, dynamic, and intuitive for Sales and other team members. They should be able to view the most useful information in the first half of the page without scrolling down and they are looking for more flexibility on how the page is displayed, for example, they want to make sure that all the property-related images should be visible on the right-hand side panel. They should also be able to control the visibility of sections and components. For example, they do not want pricing information to be shared with anyone except for the Sales Team. Customer is looking for advice from their Salesforce Expert to build a scalable, flexible solution with a short span of time and least amount of customization.
Salesforce Expert is used to maintaining his knowledge up to date by reading all release documentation. Salesforce Expert got to know about the amazing feature called ‘Dynamic Forms’ and is planning to show a Proof Of Concept (POC) to the customer before running into actual requirements. So assuming you are the Salesforce Expert, Go ahead and get started with Hands-On POC!
Roll Up Your Sleeves and Get Started
1 B ) Sign up and Prepare the Pre-Release Org as per below descriptions (Valid only till this feature is in Non-GA Preview) :
1 B. Sign up and Prepare the Pre Release Org
Since this feature is in Non – GA Preview, I have signed up for a pre-release org to explore this feature. Since this feature currently works only for Custom Objects and to solve our problem statement, Let’s install one of the favorite Salesforce App – Dreamhouse App (Details on how to install are on this trailhead module) and after it is installed, set up the data using import data feature in the app as per below screenshot :
We are going to build a POC using Property Object and will use its records for testing purposes.
Note: In case you are going to do hands-on further in other components for Dreamhouse App, make sure you have enabled my domain setting
3. Enable Dynamic Forms
Go to Set up and navigate to Record Page Settings. In the Dynamic Forms section, flip the switch to On and follow the Steps mentioned in the screenshot to enable Dynamic Forms. I recommend if you are exploring this step for the first time, you should scroll down the setup page for Record Page Settings and read out everything mentioned here as there is a good amount of information on this page which could be useful information while you play around with it.
4. Create a fresh Lightning record page
Go ahead and create a new lightning page. Fill the details and select the ‘Property’ Object. (You can also edit an existing record detail page as explained in Step 6 in a later section of this blog)
5. Add a Template to the Page
You can select any template to play around. Please note, this would be an important step when you would be gathering design requirements from the customer for the page. Once you select the template, go ahead and hit the Finish button. Also, you can change the template anytime before activation in case you feel you did not choose the template as per the desired outcomes.
6. Edit an Existing Page
You can also skip Step 4 and 5 above and go ahead and edit the existing record page. To do that, Open an existing Property (Object) Record detail page and click the Record Detail component on the canvas to launch the Dynamic Forms migration wizard, which adds fields and field sections to the page for you with only a few clicks.
7. Add Record Detail Component and Upgrade for Dynamic Forms
After you select the template in Step 5 or Edit the Existing page in Step 6 as mentioned in the previous part of the blog, At Step 3 in the below screenshot, select the ‘Upgrade Now’ button to Upgrade it to Dynamic Forms. Once you do it you will be redirected to a page with some information and then you can hit next. Please note that once you upgrade, this static Record Detail component converts into Dynamic Form. If You are creating a new page, You can Add the record detail component as mentioned in steps 1 and 2 in the below snippet.
8. Rearranging Fields/Sections,Add/ Remove fields,Control Visibility, Changing column structures
For Existing Record Detail Page or creating a new fresh page, after you follow the above-mentioned steps you can go ahead and play around on the possible art of what you can do with this tool so that you can build a Strong POC for the problem statement. Few of them are listed as below screenshot :
1. Drag and Drop /Rearrange any field or remove any field.
2. You can add/remove/Rearrange sections and add a new custom labeled section too.
3. You can add filters to set component visibility directly from the tool by setting dynamic conditions as per the requirement.
4. After you are done playing go ahead and save and Activate it, And Then …Grab a Cup of Coffee and View Your Creation!
I hope you have enjoyed this blog and learned how just points and clicks using Dynamic Forms in Salesforce can help customers with more dynamic and flexible lightning pages.
A. Be a part of ‘ Be an Innovator Quest for Dynamic Forms ‘ by Salesforce
B. Check this amazing Low Code Love Playbook
C. Check out the References Below :