Salesforce Dynamic Forms: All You Need to Know in 2023

The #1 asked for feature is here. It’s been 13 years in the making, 10,771 votes, and 30 merged ideas; finally, Salesforce Dynamic Forms are available in an org near you.
In this video, Christine covers what Salesforce Dynamic Forms actually are, and how to get started, as well as what is and is not supported.
For further reading, check out this post from the blog: www.salesforceben.com/salesfo...
00:00 Intro
00:44 What are Salesforce Dynamic Forms?
01:52 How to Set Up Dynamic Forms
02:07 Demo
11:50 Dynamic Forms Features
#salesforce #salesforceadmin #salesforcedeveloper #salesforcetutorial #salesforceforbeginners #salesforcelightning #lightningtutorial

[@carlosricardogutierrezcast7544]

Is it true that Dynamic forms for cases were moved to spring 23?

[@OfficialSFBen]

It's true! Cases have moved to Spring '23.

[@NickStump2727]

Can you expand on the issue of having Detail and Dynamic on the same page?

[@buyargi]

Hurray! It was one of the most expecting feature!

[@OfficialSFBen]

It really was, glad you enjoyed the video!

[@salesforcenow]

Great video! Glad they finally launched this feature. Fingers crossed for when it comes to Leads in Spring '23!

[@OfficialSFBen]

Fingers crossed indeed!

[@corneliacannon]

Will you expand on, ' dynamic forms, records created via a lookup do not use dynamic forms'? Can you provide an example? Account created when new contact is created in Education Cloud/ Many Thanks,

[@rain-wanders]

I'd love to see a video on adding custom forms to a Digital Experience page where, say, applicants for a program that the company offers shows up on the Digital Experience front-end. I've got one built out, but for some reason, it's not showing labels for each field in the form. So for the mailing address, instead of saying Street, city, zip code, state, etc... it just says "mailing address" with a ton of blank fields. It seems like there isn't an option to add field label for each individual field?

[@dhanavellachamy]

I tried enabling the dynamic forms in Messaging Session Object and I don't see the component. Can you please let me know if this is not currently available on that object

[@Discgolf2024]

Is Case going to be included in Spring or Summer 23? I've heard they moved it up to Spring. Thank you for the video!!

[@OfficialSFBen]

Yes! Case is included in Spring '23. Glad you enjoyed the video!

[@user-wk4cb7mv4f]

Hello! Is there a way to "hide" field section? Example when you load your page this field section would be automatically closed and doesn't show the fields that it has, or is this visibility only possible to hide with filters?

[@OfficialSFBen]

Hi there! Visibility is only controlled by filters.

[@jackwood8567]

I followed this video to the letter. I seem to be getting the error "1 required fields are missing from this page. If you save this page without required fields, and the missing required fields don't have values, users can't save a record after creating, editing, or cloning it." any ideas?

[@reformedYuzo]

put the required fields in the page layout, if you do not want some users to see it, put visibility on it

[@praveg88]

Dynamic Forms isn't working on the Community page (Experience Cloud)?

[@OfficialSFBen]

Hey @praveg88, unfortunately Dynamic Forms is not currently available for Community Cloud. Here is the link to the topic on IdeaExchange: ideas.salesforce.com/s/idea/a0B8W00000GdbhOUAR/enable-dynamic-forms-dynamic-actions-for-the-communities-interface

[@user-bn2pj3ov5r]

Hi if suppose I want to do undo whatever you have done before upgrade now so it is possible???

[@OfficialSFBen]

Hi there, you should be able to find the answer you're looking for on Salesforce's Dynamic Forms Tips & Consideration Page: help.salesforce.com/s/articleView?id=sf.dynamic_forms_considerations.htm&type=5 Let us know if you're still unsure, but hope this helps!

[@tinolbhoyar4646]

Experience cloud ??

[@OfficialSFBen]

Hey @tinolbhoyar4646, Dynamic Forms is sadly not currently available for Experience Cloud. Here's a link to IdeaExchange regarding the topic: ideas.salesforce.com/s/idea/a0B8W00000GdbhOUAR/enable-dynamic-forms-dynamic-actions-for-the-communities-interface

[@tinolbhoyar4646]

@@OfficialSFBen can we have a video of forms submission in experience cloud and how to associate user in our account object