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Agenda
● Quick CodeScience introduction
● Overview, benefits & limitations of Dynamic Forms
● Demo
● Key takeaways
About CodeScience
● Founding partner of the Salesforce Product
Development Outsourcer (PDO) Program
● We partner with clients to build solutions on the
Salesforce AppExchange
● Named the first (and only) Master PDO in 2017
● We help partner succeed on the AppExchange!
Client Success: 10% of the AppExchange
Client Focus
Today’s Speaker
Amil Abdallah
Senior Developer
CodeScience
Dynamic Forms
Dynamic Forms represent a major enhancement to the Lightning App Builder, drastically
improving one’s ability to control field location and visibility within a lightning record page.
What are Dynamic Forms?
● Place fields and field sections anywhere on a record page
● Control field visibility at both the field level and field section level
● Simplified and reduced number of individual page layouts
● Improve page load times and performance utilizing tabbed and accordion views
Benefits of Dynamic Forms
● Currently available for custom object record pages only
● Only supported for Desktop
○ Record Detail component is still available for Mobile
● Internet Explorer 11 is not supported
Limitations
● An apartment complex has a site where tenants can submit maintenance requests
● Admins should be able to see all the fields on the maintenance request where tenants need
only be shown status detail fields.
● When the maintenance request is set to complete status, the record view should update to
show tenant feedback fields.
● Prior to Dynamic Forms, this scenario would require multiple page layouts assigned to
individual profiles
● With Dynamic Forms, we can accomplish this task with just one page
Demo Use Case Scenario
Demo
● Dynamic Layouts through use of field and field section visibility rules
● Increased performance and load times
● Simplified Layout Management
● Create more meaningful layouts for a better user experience
Key Takeaways
Mission:
Ensure that no company
builds a business on
Salesforce alone.
Thank you!
Questions? Please contact us at info@codescience.com!

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Streamline Page Layouts with Dynamic Forms

  • 1. Marketing to Insert Cover Slide
  • 2. Agenda ● Quick CodeScience introduction ● Overview, benefits & limitations of Dynamic Forms ● Demo ● Key takeaways
  • 3. About CodeScience ● Founding partner of the Salesforce Product Development Outsourcer (PDO) Program ● We partner with clients to build solutions on the Salesforce AppExchange ● Named the first (and only) Master PDO in 2017 ● We help partner succeed on the AppExchange!
  • 4. Client Success: 10% of the AppExchange
  • 8. Dynamic Forms represent a major enhancement to the Lightning App Builder, drastically improving one’s ability to control field location and visibility within a lightning record page. What are Dynamic Forms?
  • 9. ● Place fields and field sections anywhere on a record page ● Control field visibility at both the field level and field section level ● Simplified and reduced number of individual page layouts ● Improve page load times and performance utilizing tabbed and accordion views Benefits of Dynamic Forms
  • 10. ● Currently available for custom object record pages only ● Only supported for Desktop ○ Record Detail component is still available for Mobile ● Internet Explorer 11 is not supported Limitations
  • 11. ● An apartment complex has a site where tenants can submit maintenance requests ● Admins should be able to see all the fields on the maintenance request where tenants need only be shown status detail fields. ● When the maintenance request is set to complete status, the record view should update to show tenant feedback fields. ● Prior to Dynamic Forms, this scenario would require multiple page layouts assigned to individual profiles ● With Dynamic Forms, we can accomplish this task with just one page Demo Use Case Scenario
  • 12. Demo
  • 13. ● Dynamic Layouts through use of field and field section visibility rules ● Increased performance and load times ● Simplified Layout Management ● Create more meaningful layouts for a better user experience Key Takeaways
  • 14. Mission: Ensure that no company builds a business on Salesforce alone.
  • 15. Thank you! Questions? Please contact us at info@codescience.com!