Title: Pave the Way for Salesforce Dynamic Forms
1Pave the Way for Salesforce Dynamic Forms
What is the worlds leading CRM? The answer we
get is Salesforce
And when they get something huge for their
customers, it gets even better! Salesforce is
expected to launch its long term pilot feature
named Dynamics Form first demonstrated in
Dreamforce 2018. Lets see what is Dynamics Form
and ways it can help our users.
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2- Winter 2020 is here and last year Salesforce
announced five anticipated releases which they
rolled out this year. - Recycle bin is coming in Lightning App Builder
- The all new Lightning mobile app
- Now you can print the lists from the Lightning
app. Additionally, the printable view gives you
the only parts of the screen you need - Give away the plethora of counting unique
opportunities now with Power of One filter - Easily run schedule flows
- But, Dynamic Forms is the major release in the
market. Lets see it in brief - What are Salesforce Dynamic Forms?
- Dynamic forms are to create user centric,
intuitive page layouts which will display proper
information at the right time. With it,
developers can put each field wherever they want
on the Lightning page. No more classic page
layouts, and combine layouts such that you can
display the needed section on the screen.
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3- Benefits of Dynamics Forms
- Upgrade to your page layout immediately so you
can have a field and section wherever you want. - Better page performance. You can put page and
section headings in a way that it requires less
page load time. - It provides dynamic layouts to show or hide
fields in section - Reduce the number of page layout
- A quick glimpse into how Salesforce Dynamics Form
works - Currently it is working only on custom objects
and support for standard objects will be
available later. - Salesforce Dynamic form brings out several new
features - Fields Tab
- It is a left hand component pane and it contains
fields associated with your custom object and
field section component.
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4- Record Detail Component
- After you create the record page, you can simply
drag and drop field section components and
fields on the page. As dynamic forums are
flexible you can easily organize, rearrange and
even place sections in the tab. - If there are any existing record pages then too
you can easily drag and drop the sections in an
easier way. Just click on the Record Detail
component and you can see on the top of Record
Details properties pane. - Once you click on Upgrade Now the Salesforce
Dynamic Form migration wizard starts. Go through
the wizard and
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5select the page layout which has fields that you
want to migrate.
- Separate Marketing and System Tabs
- Marketing campaigns will show you the lead source
and primary campaign source field whereas
system information will be available under
system tab.
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6- Component Visibility
- Once you add the component to the page you can
see component visibility on the side panel. It
will provide you with multiple filter options.
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7Wrapping it up Salesforce Dynamic Forms is
making it easier for developers to create
Lightning page objects. This will lessen the
workload of developers and instead helps to focus
on more critical parts. If you have tried then
do let us know your inputs for Salesforce
Dynamic Forms. About Us CRMJetty is a hub of
innovative customer relationship solutions. Our
tools ensure that you can render enhanced
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8interactions at each stage of your customer
lifecycle. So, if you are searching for the
right customer portal solution for your company,
then we can help you. We have served in this
industry for over a decade and have built many
portals that have helped our customers. So, get
in touch with us and we will help you develop
custom web portal solutions. Source https//www.
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mer-portal.htm
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