Hi all,
I have been reading about the use of dynamic forms. I could not find the information if dynamic forms support all standard objects and its limitations are not understandable to me.
Is anyone here using dynamic forms and why not simply used different page layouts?. Is there anyone using both approaches and why? (use cases).
I am just practicing a little and trying to learn more about the use of dynamic forms and if it is worth using it.
@Salesforce Administrators & Developers, @Salesforce Administrators and Developers, @* Sales Cloud - Best Practices *, @Data Quality & Management, @Salesforce.org System Administrators, @Architect Trailblazers
Dynamic forms in Salesforce allow you to create pages with user information that appears based on conditions you set. This enables you to build more intuitive pages that display the right information at the right time. You can place fields anywhere on the page without needing to add them to a traditional page layout. Visibility rules can be used to make fields and components visible or invisible based on criteria you choose. This can eliminate multiple page layouts and improve page load times.
Regarding limitations, dynamic forms do not support all standard objects but do support most objects that are compatible with Lightning Web Components (LWC). Objects that do not support LWC, such as Campaigns, Tasks, and Products, do not support dynamic forms. To check if an object supports dynamic forms, edit the record page in the Lightning App Builder—if you see a 'Fields' tab in the component panel, dynamic forms are available.
As for whether to use dynamic forms instead of different page layouts, it depends on your needs. If you want to create more intuitive pages that display the right information at the right time, dynamic forms can be beneficial. If you want different page layouts for different types of users, different page layouts might be a better option. If you want to utilize both approaches, you can use dynamic forms to create more intuitive pages and different page layouts for different types of users.
Useful links:
- https://www.salesforceben.com/salesforce-dynamic-forms-overview-deep-dive-tutorial/
- https://salesforcetime.com/2023/12/11/dynamic-forms-for-salesforce-as-an-alternative-to-page-layouts/
- https://trailhead.salesforce.com/content/learn/projects/convert-a-lightning-page-to-dynamic-forms/get-started-with-dynamic-forms
