The document provides an overview of dynamic forms, a significant enhancement to the Salesforce Lightning App Builder, which allows for improved control over field placement and visibility on record pages. It highlights the benefits, limitations, and a demo case scenario showcasing how dynamic forms simplify layout management and enhance user experience. CodeScience, as a founding partner of the Salesforce PDO program, assists clients in building solutions on the Salesforce AppExchange.

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

5. Client Focus

6. Today’s Speaker
Amil Abdallah
Senior Developer
CodeScience

7. Dynamic Forms

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!