Salesforce Dynamic Forms has been in general release for a while and it’s still a hot topic. While Salesforce is continually working on enhancing this feature, Admins everywhere are learning how best to use it, which has led to a lot of questions. In this session I’ll do a live demo of how to set up Dynamic Forms, as well as answer the frequently asked questions about it to help you make the most out of this amazing tool.

1. Everything You Need To Know About
Dynamic Forms
Christine Marshall

2. #CD22
● Salesforce Evangelist at
Salesforce Ben
○ Training and Enablement
Director
○ Salesforce Ben Courses
● Bristol Salesforce Admin User
Group Leader
● Supermums Mentor
● Salesforce MVP
● 6 x Certified
Christine Marshall

3. #CD22
Demo of Dynamic Forms
Agenda
FAQs, Best Practices & Roadmap

4. Demo!

5. FAQs, Best Practices + Roadmap

6. #CD22
Is Dynamic Forms available in Classic?
No!
Dynamic Forms is only available
in Lightning Experience. If
you’ve been looking for an excuse
to migrate, this might just be it.

7. #CD22
Is Dynamic Forms available for standard objects?
No!
Not yet…SAFE HARBOR:
➔ Winter ‘23 - Account, Contact, Opportunity
➔ Spring ‘23 - Lead
➔ Summer ‘23 - Case

8. #CD22
Do I still need the standard page layout?
Yes, not only can you update the standard
page layout, you need to.
➔ Printable View and Mobile Layout are
controlled by standard page layout
➔ Related Lists are controlled by the page
layout unless you use Dynamic Related
Lists

9. #CD22
What if I have the standard detail page component
plus Dynamic Form elements?
There’s nothing stopping you from having both the standard detail
component, as well as Dynamic Form sections and fields.
Considerations:
➔ Salesforce recommend you do not do this
➔ More components will impact the page load time
◆ Analyze Button
➔ Duplicate fields

10. #CD22
Which is used when creating a record: the details
page or Dynamic Forms elements?
Once Field Section components are included in the Lightning page layout,
then they are used to create a new record, not the details component.
Records created from a lookup will use the record detail component, not the
Dynamic Forms fields on the page.

11. #CD22
What happens if you hide a mandatory field?
Chaos…
don’t do this.

12. #CD22
Do section headings remain, even if all fields are
hidden?
Yes.
Consider adding your filter
to the component instead
of individual fields if you
want the entire section,
including header, to be
hidden.

13. #CD22
Can you filter by record type?
Yes. For this you’ll need to
select ‘Advanced’ when
adding your filter.

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Can you filter by multiple picklist values?
Yes. Simply add two (or more) filters and
set the filter logic as 1 OR 2 etc.

15. #CD22
Can I use multi-select picklists for filters?
No. You cannot filter on multi-picklist
fields.

16. #CD22
Can I use fields from the parent record as filters on
Dynamic Forms?
Yes. When you set component visibility, click ‘Add Filter’, then select
‘Advanced’.
Warning - values from parent records aren’t calculated until you save:
➔ If you have Field Sections or Fields that are filtered based on values in
a parent record, they will not be visible until after the new record is
saved.

17. #CD22
What about Field visibility vs Field Section
visibility?
Field visibility and Field Section visibility behave differently:
● Fields are super dynamic as they are evaluated live (as a user makes
changes). A field may appear/disappear while a user is editing a
record.
● Field Sections are only evaluated on Save, so a new section won’t
appear/disappear until the user saves the record.

18. #CD22
Can I add a field more than once?
Yes!
➔ Let me tell you why…
➔ Watch out…no one likes duplicate fields

19. #CD22
Are new Fields auto-added to Dynamic Forms?
No!
They are only auto-added to the standard page
layout / ‘Details’ component.

20. #CD22
Roadmap Recap

21. Thank you! #CD22