Enhance User Experience with Dynamic Forms

Salesforce Dynamic Forms is a feature that allows users to create highly customizable and dynamic page layouts for record details. It provides a drag-and-drop interface to arrange fields, sections, and components on the page, making it easier to tailor the user interface to specific needs. With Dynamic Forms, administrators and developers can display or hide fields based on criteria, add and rearrange sections dynamically, and configure field-level permissions. This empowers organizations to create more flexible and intuitive user experiences, streamlining data entry and improving productivity. Dynamic Forms bring enhanced flexibility and customization options to Salesforce's record detail pages.
Join me while I share 3 x Use Cases for Dynamic Forms in Salesforce. Split up record details over multiple tabs, display a field only on record creation, make a field required based on another field value.

[@RUjosh1]

Thanks, Tom. This was timely! I've just been issued administrator access for the org in my company. I am tasked with customizing the page layout depending on stage status. I was worried it had to be done with multiple flows. This appears to be a simple, but effective solution.

[@CRMTom92]

Glad I've been an inspiration here. Good luck on your Trail!

[@GustavoSeluja]

Quite handy how you configured the Email field in two different fashions.

[@falcon456playzzz3]

Thanks Tom for the wonderful video. How we can throw front validation using dynamic actions. We are trying to replace custom code validation message through dynamic actions. Is it possible or any workaround.

[@CRMTom92]

Dynamic Actions are part of the same set of features as Dynamic Forms but they serve a different purpose. You can use conditional visibility to show or hide these actions so I'd suggest perhaps choosing this instead of any validation error messages. If you still need validation within the actions you'd most likely need code or validation rules.

[@falcon456playzzz3]

@@CRMTom92 Thank you for the detailed explanation.I have other question as well , Why date fields are not supported in dynamic forms? Do we have to create formula field to workaround?

[@CRMTom92]

I haven't come across this issue before. There are a number of Known Issues or Limitations with Dynamic Forms that are documented on Salesforce Help. If that doesn't answer your question then I'd suggest posting a question on the Trailblazer Community for more guided support. trailhead.salesforce.com/trailblazer-community/feed?tab=questions