Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Break Up Your Record Details with Dynamic Forms (Non-GA Preview)
Note
As a Non-GA Preview feature, Dynamic Forms is a preview and isn’t part of the “Services” under your master subscription agreement with Salesforce. Use this feature at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of this feature within any particular time frame or at all, and we can discontinue it at any time. This feature is for evaluation purposes only, not for production use. It’s offered as is and isn’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with it. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Dynamic Forms in the Dynamic Forms Trailblazer Community. For information on enabling this feature in your org, see Get Started with Dynamic Forms (Non-GA Preview).
Any use of this Non-GA Preview is subject to the Beta Services terms at https://www.salesforce.com/company/legal/agreements.jsp.
Why: The more fields on your page layout, the more that the Record Detail component becomes a monolithic block of fields that you can’t customize. With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give users only the fields and sections that they need.
- An instant upgrade from page layouts: Place fields and sections wherever you want.
- Better page performance: Put fields and sections into accordion components or tabs to significantly improve page load times.
- Dynamic layouts: Use visibility rules to show and hide fields and sections.
- Simpler layout management:
- Manage the fields and sections on your pages in the Lightning App Builder without touching the page layout editor.
- Reduce the number of page layouts you need with component visibility rules.
- Take advantage of a single assignment model for the Lightning page instead of the dual model of assigning a Lightning page and a page layout.
Note
Dynamic Forms is a Non-GA Preview and has limitations. We recommend that you read all the information in the Dynamic Forms section of the Record Page Settings page before you enable this feature.
After you enable Dynamic Forms, new features appear in the Lightning App Builder. A new Fields tab in the component palette contains Field and Field Section components, which are the building blocks for Dynamic Forms.
How do you get started? Open an existing record page in the Lightning App Builder, then
click Upgrade Now from the Record Detail properties pane to
launch the Dynamic Forms migration wizard. With only a few clicks, the wizard adds
fields and field sections to the page for you.
Migration isn’t the only path. You can also build your pages from scratch. Create a fresh Lightning record page, and start dragging fields and sections anywhere you want onto the page. And as you configure fields and sections, you get help from new in-app tips, created just for Dynamic Forms-driven pages.
Note
Dynamic Forms is supported on record pages for custom objects only.