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Why Salesforce’s New Dynamic Forms and Actions Are a Game-Changer

Author: Daniel Darugna - Project Manager at Nexell
Why Salesforce new Dynamic Forms and Actions are a Game Changer banner

The Challenge
  • Have you ever considered that your Salesforce CRM might have a complex page layout or a layout that does not suit and support every user’s or user group’s main purpose and work?
  • Or have you ever had the feeling that your Salesforce users are losing too much of their time finding the right information on a page? Is this slowing down their speed at work?
  • Does it seem like your sales team is spending more time navigating Salesforce than closing deals?
If you answered yes to any of these questions, this article is for you!

You, as a company, strive to work as efficiently as possible towards your business goals. Ordinarily, company leaders and managers firstly seek to improve and streamline processes and choose the right tools to improve efficiency, reduce administrative work, increase productivity, and improve the converted lead and closed deals ratio.

When you have Salesforce in place, and maybe even other great tools and applications integrated into it, you may already be very well set up. Congratulations!

However, this situation is all too common: You are proud and grateful that your teams and Salesforce users have been adopting the technical changes well. Yet after a while, the team's original enthusiasm for the digital innovations and the benefits of working with the system, compared to the manual and time-consuming processes they used before, starts fading. Why is this?

Often, after users get used to a system, they start figuring out what could still work better. Thanks to Salesforce’s great flexibility, you can improve and further implement certain features. And still, you hear from colleagues or team members that they are frustrated with the tool because the handling and functionality of certain fields that they need for their daily work are not conveniently arranged. In the long run, clicking back and forth to find or enter information simply drives them nuts.

Now, you don’t want your team to become frustrated because of certain functionalities - or more importantly, you don’t want them to lose time and (your) money when you’ve already spent so much on product implementation, user training, support, etc.

This tiny but hugely beneficial new Salesforce feature is the “tweak” that will make your team, your Salesforce users, happy. Read on!

Dynamic Forms can be the “game-changer” that satisfies your Salesforce users. It lets them have fun using the tool and be more efficient, productive, and successful in the long-term. Page layouts usually become loaded with too many fields displayed at the same time, so users get lost and often spend too much time looking for the information they need.

Of course, these fields may be necessary for your business, but not all of them need to appear at the same time, in the same place, or to all users, right?
The main issue with Salesforce in terms of user experience is that the more fields and tabs are available at the same time, the more time-consuming it is to find the information or the action that needs to be taken. Well, not anymore!

If you are managing a company, you know how important it is to focus your team efforts on your business and avoid wasting time with the system’s usability.

The Game-Changer - Dynamic Forms and Actions
To address and fix the issues mentioned above, I would like to present to you this great new Salesforce feature, called Dynamic Forms and Actions, through which you can provide your Salesforce users with a custom user experience, tailored to their job profiles and needs. This ensures that users will get the right information, in the right way, at the right time, thereby making the needed actions from your team more efficient and pleasant.

How Dynamic Forms and Actions will Benefit You and Your Organization
  • Place fields and sections wherever you want.
  • Speed up page load times by inserting fields and sections into accordion components or tabs.
  • Use visibility rules to show and hide fields and sections based on your business needs.
  • Manage the fields and sections on your pages in the Lightning App Builder without touching the page layouts.
  • Reduce the number of page layouts.

Example of a Real Scenario
Imagine you have an object called “Project” in which your organization’s projects are managed by Consultants and Project Managers. The requirements are as follows:
  • Separate Tab for System Information: Fields like “Created by” and “Last Modified by” are needed, but they are not useful when they are visible all the time on the details page. To make the page cleaner for users, we would like to move those fields to a separate tab.
  • TimeTracks and Project Summary Tabs Only if the Project Is Approved: Users should not track time or see a project summary if the project is not approved. They lose too much time if this information is on the page when the project is not even approved.
  • Specific Section for Admins and Project Managers: We would like to highlight whether the project is approved and the date of approval for the Project Managers and Admins. This information should be in a separate section, so they will not lose time searching for it on the details page.
  • Button “Submit for Approval” Only if Not Approved: The button “Submit for Approval” is distracting to all users because it appears on the page even if the project has already been approved. We would like this button to be shown only when the project is not yet approved.
Would you like more information about how this amazing feature can be a game-changer in your business? Let’s have a chat and get this tweak done for you!

Do you have your internal Salesforce Administrator? If so, what are you waiting for? Below, you will find a technical tutorial on how you can make this change happen.

Main Limitations
  • Dynamic Forms is currently available only for Custom Objects (we expect this feature to be available soon for Standard Objects as well).
  • Not supported for pages that have a pinned region or on custom page templates.
  • Not supported on mobile. Components such as “Record Detail - Mobile” must be used instead of “Field Section” and “Fields” Components.
  • Related lists will still be controlled by the page layout.
A full list of limitations can be found here.

About the author
Daniel Darugna jumped into the Salesforce world a few years ago, when giving a new start to his career. With 13 certifications, he is also known as the Certs Machine Gun at Nexell and recently obtained the Certified Application Architect credential.
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