The slides for the presentation that I delivered for the Admin Group in Mount Laurel, New Jersey. The session covered some tips and tricks for using Dynamic Forms and Actions in your Salesforce org.

1. Saturday June 19 in Mount Laurel, NJ Levelling Up with Dynamic Forms and Actions
Levelling Up with
Dynamic Forms and Actions
Mark Jones, Salesforce (Solo) Administrator
Co-Leader of Newcastle-Upon-Tyne (UK) User Group

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About Me: Who I Am/What I Do ...
● Data Coordinator for Oasis Community Housing.
● Salesforce Administrator since 2016.
● Co-Leader of User Group in Newcastle upon Tyne (UK).
● 3x Ranger on Trailhead.
● Mentor via the Trailblazer Mentorship Programme.
● Volunteer at Salesforce.org Community Sprints.
Featured speaker at:
● InspireEast (2019)
● Xf0rce Data Summit (2020)
● Nonprofit Dreamin (2021)
Today’s session is the third Trailblazer Community Group session I have spoken at.

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Dynamic Pages Facebook Group
I run a Facebook Group covering Dynamic Forms and Actions.
Please come and join us at: https:/
/www.facebook.com/groups/salesforcedynamicpages

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Session Agenda: What to Expect Today
This session will be broken down into the following segments:
1. Initial Introduction to Session and Speaker
2. A Brief Overview of Dynamic Forms and Actions
3. Hands-On-Demo of Dynamic Forms and Actions
4. Tips and Hacks for Using Dynamic Forms and Actions
I will aim to answer any questions that come over the course of
the whole presentation. If time allows, I will also be happy to
take additional questions at the end as well. I would also love to
hear any opinions, tips, or hacks you’ve come up with as well.

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ⓘ Start presenting to display the poll results on this slide.
How Much Experience Would You Say You
Have Using Dynamic Forms/Actions?

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Levelling Up with
Dynamic Forms and Actions
A Brief Overview of Dynamic Forms and Actions

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What are Dynamic Forms/Actions?
Dynamic Forms and Actions are part of the Dynamic Page functionality that forms
of the Lightning Record Pages framework. Dynamic Forms gives Admins the ability
to set the visibility conditions for fields on a Record page within Salesforce.
What exactly is each element though? Well, in short:
● Dynamic Forms are a customisable administrative experience for adding
fields to a record page layout in the Lightning App Builder.
● Dynamic Actions is the functionality for adding quick actions to an Object’s
custom Lightning Record Page, with the functionality to customise how and
when those actions are displayed based on selected criteria.
Note: To set the conditional visibility for fields and actions, the Salesforce Admin must
first configure the visibility conditions for said field or action. If no visibility rule is set up
for a field or action, then they will always be displayed on the record page.

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The Summer ‘21 update includes the inclusion of the Dynamic Actions Bar. A great new
addition to the Dynamic Pages functionality which can be used in List Views. Giving the
Salesforce Admin a much easier means of customising what Actions are available to their
users at any given time. The Dynamic Actions Bar is available to use for both Standard and
Custom Objects. This new feature is available as a Pilot feature for now.
Resources:
Summer ‘21 Release Notes - Create a Dynamic Actions Bar for Your App Page (Pilot)
Summer ‘21 Release Notes - Hidden Accordion and Tabs Components Now Stay Hidden During Create, Edit, Clone
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Availability of Dynamic Forms/Actions
As of Spring ’21, the table below is the general availability of Dynamic Forms/Actions:

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Resources:
Salesforce Help - Dynamic Lightning Pages
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Dynamic Forms/Actions Fields & Logic
Admins use the Set Component Visibility framework in order to decide what fields or actions on a Record page display or hide from a
Record Page. There are a number of different field types available to use to set the visibility of other fields, actions, etc.
The fields currently available are:
● String Type Fields
● IDs
● Checkboxes
● Geolocations
● Picklists
● Formula Fields *
● Roll-Up Summary Fields *
* The end result of these fields must equal a value
type of that in the field options shown above.

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Levelling Up with
Dynamic Forms and Actions
Demonstration of Dynamic Forms and Actions

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Levelling Up with
Dynamic Forms and Actions
Tips and Hacks for Using Dynamic Forms

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Tip #1 … Plan Out Your Page Layouts
The field order for Dynamic Forms is top-to-bottom and
left-to-right. So plan out your page layouts accordingly. Unlike
with Page Layouts, we can’t edit the tab direction in the
Lightning App Builder. Admins should build their Dynamic Pages
with this principle in mind. It really is helpful to keep this in mind.
How to Make this Work:
Decide what field sections to stick where on the page. Admins should bear in mind
that fields on the left will be put above fields in the right on the edit layout. Build up
your pages in such a way that the detail layout reflects the edit layout with the
System Information fields being displayed at either the very end or very beginning
of your edit view … more on the System Information fields in Tip #2.

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Admins should decide where you place the System Information
fields on a page layout … I would recommend these to be placed
at either the very beginning or very end of page layout.
Where you decide to place them in the layout, follow Tip #1 to
place them in the layout accordingly … it’s not that bad of an idea
to include the System Information fields in their own tab.
How to Make this Work:
Place the Created By and Last Modified By fields on the page where you want them
to ALWAYS appear at in the edit view. This tip is a good idea for admins who still
want to display these fields in the page layout. If you don’t want these fields on your
layouts, it might be a good idea to include them in your Compact Layouts.
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Tip #2 … Place Your System Information Fields Wisely!!!

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We’ve touched on how formulas can be used as controlling
fields in Dynamic Forms. But bear in mind that the values of
formulas are stored/refreshed when a record page loads. It is
my opinion that the best use of formulas in Dynamic Forms is for
Time-Based Visibility Criteria. An example of this could be a
Checkbox to show that a record has been created, or a number
field to note the days between two date fields.
How to Make this Work:
Admins have to think proactively about making this work. Work through your
custom object and create formulas to match the visibility rules you have in mind.
Bearing in mind that formulas only update when a record page loads so any
visibility rules based on formulas will not take effect until a page refreshes.
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Tip #3 … Use Formulas to Enhance the User Experience

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Tip #4 … Use Flows to Enhance the User Experience
Flows are a very handy tool in the Admin’s arsenal. In relation to
Dynamic Forms and Actions, Flows can be used to enact the
visibility rules you set up for your Dynamic Forms and Actions.
For example, if you want to display a Dynamic Action on an Opportunity
that is a specific age, you can create a Scheduled-Triggered Flow to run
and check the age of the Opportunity and then update a Field on the
opportunity in order to enact the visibility condition settings.
How to Make this Work:
Use a combination of Flows types to update records to meet the visibility rules you
configure for your Dynamic Pages. Remember, automation is your friend!!!

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Admins can use Dynamic Actions in the Lightning App Builder to
ensure that specific actions are only available when certain
criteria are met. However, one issue this can cause is a lack of
access to the Dynamic Actions on a page if an admin doesn’t
configure it to always give them access to the relevant actions.
How to Make this Work:
Include an additional filter in your dynamic actions such as:
$User.Profile.Name = System Administrator
Set your filter criteria to be either an OR filter or a custom filter depending on the
other filter criteria for the Dynamic Action you are creating.
Tip #5 … Make Sure You Can Always Access the Actions

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Levelling Up with
Dynamic Forms and Actions
Questions and Answers

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Thank You for Your Time
Thank you for your time today. I hope you’ve found this
presentation helpful. If you have any follow-up questions or
general feedback on this presentation, then please do feel free
to reach out to me via email or social media.
My CGL email is:
mark.jones@trailblazercgl.com
Thank you again, and I hope to see you soon.

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@ThisIsMarkJones
https://linkedin.com/in/thisismarkjones
https://facebook.com/groups/salesforcedynamicpages
https://facebook.com/groups/salesforcelightningappbuilder
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How to Get in Touch with Me