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Salesforce Dynamic Forms: Introduction, Benefits, Use Cases, and Setup

May 29, 2023 | Recent Posts Featured

Online Forms help businesses collect customers’ data at scale. With the invent of 3rd party Tools, such as Salesforce and No Code platforms – Salesforce Forms have reformed the way businesses collect, process, and manage customers’ data.

Then, we have Dynamic Forms, helping users collect dynamic data, such as values based on locations, field-dependent entries, or numbers according to age.

In this resource – let’s learn about Salesforce Dynamic Forms. You will explore its benefits, use cases, and set up information as a beginner.

However – let’s learn the basics of Salesforce, No Code Tools, and Salesforce Integration before you’re able to explore how Salesforce Dynamic Forms work for data collection.

Introduction to Salesforce CRM

Simply put – Salesforce is a suite of Tools for customer management.

If you’re a business, managing hundreds, thousands of customers – you need to Salesforce the Salesforce CRM.

Salesforce helps companies run various departments regarding customers, such as sales, commerce, service, IT, marketing, analytics, and collaborations. Overall – Salesforce helps companies automate, configure, and run business infrastructure with ease – helping owners increase sales, run processes quickly, and manage business routines – efficiently.

Examples of Salesforce products for companies include Salesforce Marketing Cloud, Analytics, Quip, Internet of Things, Salesforce Mobile, and Salesforce Lightning.

What is Salesforce Integration?

As its name suggests – Integration refers to connecting multiple Apps for data communication.

For example – once online Forms are integrated with email marketing tools, such as ConvertKit, users’ emails are captured, stored, and managed in ConvertKit, although Forms are placed on a landing page on a website.

Now – let’s learn about Salesforce Integration.

Salesforce Integration – as one of the best features of Salesforce platform, helps users merge, use, and integrate Salesforce products with 3rd party Apps.

For example – point-and-click Form Builders are used to perform Salesforce Integration with the SF platform – helping users create, integrate, and collect data with online forms – using a point-and-click user interface to manage – everything.

In simple words – you can say – Salesforce Integration helps users bring together multiple Apps for data connections.

Here is what you should expect when performing Salesforce Integration.

  • Salesforce account (requirement)
  • Salesforce Integration (Process, requirement)
  • 3rd party Tool for Integration (No code platforms, Email marketing Tools, or automation Tools)

Note: You can also call the above measures as requirements for Salesforce Integration.

Officially – Salesforce defines Integration as connecting Salesforce’s instances with 3rd party Apps, such as connecting Salesforce with database systems, no code platforms, or email marketing Tools for marketing purposes.

No Code Tools (Introduction and Role in Salesforce Integration)

As its name suggests – No Code Tools provide point-and-click options to perform complex maneuver.

For example – Titan DXP, a point-and-click digital experience for Salesforce routines, such as creating custom documents, forms, apps, e-signatures, and surveys – helps users perform automation with ease, frequency, and without human intervention.

In Salesforce, role of no code integration is undeniable – especially for beginners with Salesforce.

As described above – once the pre-requisites are in-place for integration, No Code platforms help you perform integration with point-and-click user interface. Again – basics of Salesforce integration include a Salesforce account, a No code platform, and the process of Salesforce Integration.

Benefits of Salesforce Dynamic Forms

Here is a list of Salesforce Dynamic Forms’ benefits – helped users revolutionize how businesses can collect customers’ data.

  • Dynamic Forms replaced page layouts – which otherwise caused slow page speed, provided fewer options, and caused poor user experience.
  • Dynamic forms for Salesforce help admins show relevant fields to concerned users. For example – unauthorized persons can’t view irrelevant details on a Salesforce Dynamic Form. However – such features may come up, if you’re using a robust experience for creating custom dynamic forms for Salesforce. In simple words, Conditional formatting in Dynamic Forms helps users hide or show certain fields. For admins, such routines help them easily control, collect, and manage Dynamic Forms’ data.
  • Dynamic forms are created with more flexibility, custom options, and backup routines. Such scenarios are made possible after no code platforms have stepped into Salesforce Integrations.
  • Dynamic Forms for Salesforce are equipped with streamlined data entry experiences. For example – users can see expected values in Fields – often help them get values based on their past data – helping them quickly fill in the Form fields.
  • Dynamic Forms facilitate users on front end and backend. For example – users who create Dynamic Forms, as well as, customers who provide data – are equipped with Tools with no exceptions for Time, management, and cost.
  • Maintenance of Dynamic Forms is streamlined. In this case – admins can quickly create global layouts, rules, and managerial routines – helping them use repeated features with ease.
  • Customization in Salesforce Dynamic Forms is quick. With point-and-click options, you can quickly make changes in Forms. In this case – Salesforce automatically aligns with new changes, Forms’ conditions, and managerial criteria for a robust data collection routine.
  • Dynamic Forms are integrate-able with Salesforce’s features. In this case – admins can perform integration between Workflows, Contact Management, Accounts, and Validations. Salesforce to Salesforce integration helps users who use Salesforce as a base CRM for customer relationship management.
  • Better data reporting is undeniable in Salesforce Dynamic Forms. When customers have entered data, managers can create, view, and circulate reports They need. For example – conditional formatting helps in collecting relevant data from customers, only. Such scenarios help admins create reports with concrete, meaningful, and solid data That help them take decisions.
  • Adaptability – Dynamic Forms help users automatically apply changes. For example – a change you make to a section is automatically applied to relevant layouts.

Note: Salesforce is constantly changing platform’s features. If you’re new to Salesforce, make sure to check back soon for Salesforce Dynamic Forms’ experiences.

Salesforce Dynamic Forms – Use Cases

Companies use Dynamic Forms for various purposes, including surveys, data collection, and feedback.

Here is a list of Use Cases for Salesforce Dynamic Forms.

1. Customized User Experience

As its name suggests – Dynamic Forms have got users covered for customization, efficiency, and data collection.

Admins can create feature-rich, customized experiences for users, by setting up conditional measures on Dynamic Forms.

For example – based on what users choose to proceed, while filling into Forms, admins can hide or show specific fields for data collection, validation, and smart report generation with Salesforce.

Dynamic Forms are equipped with Fields’ visibility according to users’ interests, access levels, and categories. In simple words – unlike Traditional data collection, data streaming, collection, and reporting have crossed outdated limits with Salesforce Dynamic Forms.

The entire structure of how Dynamic Forms are used for feedback, data collection, and reporting help admins streamline, validate, and manage data for organisational benefits, such as decision making.

2. New Levels of Data Collection

Old-school users, who used Traditional Forms and Page Layouts for data collection in Salesforce, should prepare for a robust experience with Salesforce Dynamic Forms.

Dynamic Forms, along with integration with Salesforce and 3rd party No Code applications, help admins and end users alike, while they’re struggling to perform data collection with less efforts, managerial routines, and validation.

Unlike Traditional page layouts, Dynamic Forms help users quickly give feedback. The Dynamic Forms in this case, are filled with relevant Fields for each user, according to what they should answer.

Dynamic Data collection with Forms provides more flexibility – such as showing users Fields based on their past experience. In this way, users can enter relevant data, while admins can collect solid, efficient, and correct values based on requirements.

3. Improve Page Speed

Page speed is vital for online businesses – refers to how fast a specific page loads against users’ requests.

In Salesforce, switching from page layouts to Dynamic Forms helps users improve page speed. In this case – there are several factors That contribute to speed.

For example – as Dynamic Forms show relevant Fields to users who own privileges, Forms are customized and improved with speed measures – as Fields are displayed according to users’ interests, past experiences, and conditional logic rules.

Let’s address a speed measures with No Code applications.

After you have performed integration with Salesforce No Code applications, you can also pre-populate specific Fields. Such scenarios help admins fill a form’s Fields before a user is able to proceed and enter data. Of course, this saves Time, efforts, and improves data collection on the go.

4. Data validation, Transferring, and Speed

Users don’t need to choose specific measures before submitting the required information, nor need users to read static information.

Salesforce Dynamic Forms automatically displays Fields based on rules – helping users quickly, efficiently, and speedy enter data.

When a user has entered the required information, the data can be transferred to 3rd party Apps, automatically – as resulted by Integration.

Also – the data is validated on the go, doesn’t need separate routines for validation. Such scenarios are performed by Conditional Logic, Validation Rules, and Fields’ properties in Salesforce Dynamic Forms.

5. Automate Business Routines with Salesforce Dynamic Forms

Automation plays a vital role in businesses – where automation can create custom documents, reports, and users’ documents.

For example – creating a resume with users’ data is a form of automated document generation.

In this case – there are several Apps to use during the entire process.

A Salesforce account, along with a No Code interface for Salesforce Integration helps users quickly generate, automate, and manage actions.

For example – after you’ve integrated a No Code application with Salesforce, such as FormTitan or Titan DXP – you can quickly generate documents, Forms, and workflows with point-and-click user interfaces.

Once the entire structure is in-place, automating business workflows helps users perform daily routines, without spending Time, efforts, and money on repeated actions, such as marketing automation.

In this case – the data from Dynamic Forms are used in various use cases, such as emailing users’ contact address based on interests, contact information, and requirements.

How to Setup Salesforce Dynamic Forms?

1. Get Started with a new Page or perform Migration

While setting up Salesforce Dynamic Forms, users can get started with an existing page layout or create a new one.

In this case – for a custom object, you’ll need to use the Lightning page up-gradation. Next, you can choose Upgrade Now under the Record Details or Highlights Panel component.

Similarly – if you prefer creating a new page, choose New under Custom Object, Lightning Record Pages.

Once completed, you can see more options to proceed, such as Field Section. This helps users add Fields to the Lightning record page – as shown in the screenshot below.

Note: You may need to adjust Fields based on your requirements and may come up with a different screen than shown above.

2. Add Fields to a Component

In above step, you should’ve added a Field section. Once completed, you’re ready to add new Fields.

Here – you can add visible Fields, so visible to everyone who views the record. Once you’re creating and adding new Fields, don’t forget to name your Fields.

In this case – setting a Field’s behavior weighs equal importance. For example – choosing Read Only or Required for new Fields is mandatory – as shown in the screenshot below.

3. Adjust Field’s Visibility

Now, as the Fields are added, you need to set the visibility options for Fields.

While you can conditionally make a field component visible to everyone, you can also create custom settings to perform smart moves.

For example – you can create a Field Section component and make it visible to specific users, such as having a specific profile name, HR in this case – as shown in the screenshot below.

Remember – the editing window in Salesforce is smart and is updated each Time a user changes a specific record.

4. Page Performance

While you can assess page’s performance by clicking Analyze Button, you can perform manual routines That help you improve page performance.

For example – you can adjust Tabs for speed, as loaded once they are added. In this case, keeping an eye on Tabs helps you keep your page’s performance better – as shown in the screenshot below.

5. Mobile Component

Adding a Mobile component to Pages you create helps users see the Details fields. Specifically, a Mobile component helps end users when a component required is not available for mobile users – as shown in the screenshot below.

After you’ve finished with Dynamic Forms, you should see if works on mobile screens. There is a reason for this test – the mobile interface is compatible with standard page layouts and may create issues with Dynamic Forms.

Professional Tips

Here is a list of Tips – helping you keep track of performance with Salesforce Dynamic Forms.

  • When changing between layouts, make sure you have paid attention, as the list of available templates may only support Dynamic Forms.
  • Specific Fields in Dynamic Forms are set to Read only and are not editable in the Properties panel. Pay attention.
  • While creating, editing, and managing records, users may see fields from the previous Field Sections, not from existing Record Detail.
  • Remember – Mobile-only Lightning pages are not compatible with Field section components. In this case – Field section components are Desktop-only. This may stop them appear on mobile screens.

Note: Using Salesforce Dynamic Forms is full of Technical routines and is not recommended for beginners. Remember – the information in this write-up is kept fulfilling at the time of writing and may be changed, updated, or removed – according to changes in the Salesforce platform.

Wrapping up

Online Forms, along with Salesforce Integration – provide flexible features for data collection, feedbacks, and surveys.

With features from Salesforce, integration comes up with automation during data collection, such as sending automated emails with field’s data – based on specific conditions.

In this resource – you learned how to use Salesforce Dynamic Forms with a No Code application for creating, integrating, and managing Online Forms – Titan DXP.

If you need to have tightened grasp on Salesforce and Forms – let us know in the comment section below. We’d love to help you perform Salesforce Integration with Titan DXP, create online Dynamic Forms, and use the Titan DXP’s advanced features with ease, efficiency, and safety.

Frequently Asked Questions (FAQs)

What are Salesforce Dynamic Forms?

Salesforce Dynamic Forms – as its name suggests, help admins create rich experiences for users using Lightning App Builder. By smartly creating, configuring, and managing Fields and Sections, admins can create Dynamic Forms That help organizations collect, validate, and report customer’s data with ease, efficiency, and validation.

Do Dynamic Forms have limitations?

Yes – Dynamic Forms have limitations – too.

For example – as Salesforce is a feature-rich, advanced, and efficient system for customer relationships, some of its features don’t work in outdated Internet Browsers, such as Internet Explorer weak versions.

Similarly – the said case is True for Salesforce Dynamic Forms. Moreover, when migrating a page to dynamic forms, only sections, fields, and layouts save options are provided for migration purposes.

What is the difference between Page Layouts and Dynamic Forms?

One of the main differences between page layouts and dynamic forms is how users add Fields.

For example – in Traditional page layouts, users can only add a new field once. On the other hand – Dynamic Forms allow users add a field multiple times. Such scenarios are handy when users need to create multiple Field sections with fields shown based on specific criteria or conditional logic.

What about Dynamic Forms availability – Lightning or Classic?

Users looking to migrate can only use Dynamic Forms in Lightning experience. While writing this resource, we can expect; however, Salesforce may extend, upgrade, or change Forms’ features, platforms, or availability.

How about Dynamic Forms availability for Custom and Standard objects?

Users who prefer custom objects, along with specific standard objects – can use Dynamic Forms. In simple words, Dynamic Forms are not fully available for everything, objects.

However, Salesforce plans to extend Forms’ availability by September 2023 – making Dynamic Forms available to all standard objects.

Currently, Dynamic Forms are available for Person Account, Cases, Contacts, Opportunities, Leads, and Accounts.

What comes up if you hide a mandatory Field?

If a user tries to hide a mandatory field, an error is expected in this scenario. In this case – Salesforce warns users not to perform hiding actions for a Field.

Such scenarios can create doubts for end users. Users are presented with reviewing forms’ fields – often confuses end users.

What about section headings if all Fields in a Form are hidden?

If all Fields are kept hidden in a section, users can still see section headers. However – if you aim at hiding section headers too, you’ll need to set appropriate Filter options for components.

Is Filtering possible by Record Type?

Yes. Filtering is possible by Record Type. In this case, when adding and setting filter options, you’ll need to get into the Advanced settings.

Is Filtering possible by Multiple Picklist Values?

Yes – filtering is possible by multiple Picklist values. In such scenarios – users may need to set conditional OR to show multiple values with different values.

Can users add a Field more than once?

Yes – users can add a single Field more than once. In this case, Dynamic Forms are different than Traditional Page Layouts in Salesforce.

In traditional page layouts, users can only add a Field once. However, Dynamic Forms help users add a Field more than once – be aware of adding a Field multiple times for no reason.

What about new Fields – auto-added to Dynamic Forms?

Users can auto-add new Fields to page layouts when they are creating a new Field. Be aware, users are allowed the said routine for standard page layouts or details section.

When using Dynamic Forms, new Fields need to be added to the Fields section.

What is the difference between Static and Dynamic Forms?

As its name suggests – Static Forms deal with static data, values, and sections. On the other hand – Dynamic Forms can handle dynamic data, such as data received using conditional logic, displaying Fields based on users, or handling calculated data based on mathematical equations.

Static Forms collect specific, expected, and non-change-able data in most cases. In this case – Dynamic Forms come up with different data, reports, and equations for decision making.

Can we deploy Dynamic Forms in Salesforce?

Of course – you need to upgrade your existing layouts in Salesforce.

For example – performing up-gradation to Dynamic Forms helps you move fields around layouts. You can also visibility rules to configure –when should Fields appear to users on a Form.

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