Sunday, September 21, 2025

Lightning Record Pages & Dynamic Forms in Salesforce: A Smarter UI Experience

Salesforce Lightning Record Pages have revolutionized how users interact with data. These customizable layouts allow admins to tailor the user interface for different profiles, record types, and business needs—without writing a single line of code.

But the real game-changer? Dynamic Forms.

What Are Lightning Record Pages?

A Lightning Record Page is a customizable layout for viewing a record in Salesforce. It’s built using the Lightning App Builder, where you can drag and drop components like:

  • Tabs
  • Related Lists
  • Charts
  • Custom Lightning Components

You can assign lightning record pages based on App, Profile, or Record Type, giving users a tailored experience.

Enter Dynamic Forms

Dynamic Forms take Lightning Record Pages to the next level by allowing field-level customization directly on the page layout. Previously, fields were locked inside the “Details” component. Now, with Dynamic Forms, you can:

  • Place individual fields anywhere on the page
  • Group fields into sections
  • Set visibility rules based on record data, user profile, or device

This means you can show or hide fields dynamically, creating a context-aware UI that adapts to the user and the data.

How They Work Together

When you enable Dynamic Forms on a Lightning Record Page:

  1. The traditional “Details” component is replaced with Field Sections.
  2. You can drag individual fields from the object onto the page.
  3. Use visibility filters to control when fields or sections appear.
  4. Preview the layout for different profiles and devices.

This integration allows for more granular control, better performance, and a cleaner user experience.

Benefits of Using Dynamic Forms

  • Improved Performance: Only relevant fields are loaded.
  • Enhanced Usability: Users see only what they need.
  • Reduced Admin Overhead: No need to clone page layouts for every variation.
  • Mobile Optimization: Tailor layouts for mobile users.

Getting Started

To enable Dynamic Forms:

  1. Go to the Lightning App Builder.
  2. Open a record page for a supported object (custom objects and many standard objects).
  3. Click “Upgrade Now” in the Details component.
  4. Start customizing with field sections and visibility rules.

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