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:
- The traditional “Details” component is replaced
with Field Sections.
- You can drag individual fields from the object onto
the page.
- Use visibility filters to control when
fields or sections appear.
- 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:
- Go to the Lightning App Builder.
- Open a record page for a supported object (custom
objects and many standard objects).
- Click “Upgrade Now” in the Details component.
- Start customizing with field sections and visibility
rules.
No comments:
Post a Comment