Lightning App Builder - Get Started With Dynamic Forms

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Questions and Answers

What is the key benefit of using Dynamic Forms in Salesforce?

To create a monolithic block of fields on a page

To create multiple versions of a page for different profiles

To reduce the number of fields on a page layout

To show users only the fields they need to see, when they need to see them (correct)

What feature of Dynamic Forms allows for customizing the visibility of fields?

Record Detail component

Page migration

Field Section component

Visibility rules (correct)

What is the result of breaking down the Record Detail component into individual components?

A reduction in page layout customization options

More flexibility in configuring record detail fields and sections (correct)

A requirement for more complex page layouts

An increase in page loading time

What do users see on their mobile device if you enable Dynamic Forms on Mobile and the existing Dynamic Forms-enabled record page includes a Record Detail - Mobile component?

Record Detail - Mobile component Signup and view all the answers

How can you use the Field Section component in Dynamic Forms?

Anywhere on the page, including in separate tabs and accordion sections Signup and view all the answers

What do you need to remove to give your mobile users the same Dynamic Forms experience as the desktop users?

Record Detail - Mobile component Signup and view all the answers

Where can you view the Dynamic Forms and Actions roadmap?

Dynamic Forms and Actions Trailblazer Community Signup and view all the answers

What is the purpose of the Fields tab in Dynamic Forms?

To contain the Field Section component and a list of fields Signup and view all the answers

What can you do in the Dynamic Forms and Actions Trailblazer Community?

Respond to the product teams' questions, concerns, and feedback Signup and view all the answers

What is one way to start using Dynamic Forms?

By migrating an existing record page Signup and view all the answers

What is a key challenge that Dynamic Forms addresses?

Having multiple versions of a page for different profiles or record types Signup and view all the answers

What do you need to do to see the Dynamic Forms experience on both desktop and mobile?

Remove the Record Detail - Mobile component from existing pages Signup and view all the answers

What is the ultimate goal of using Dynamic Forms?

To provide users with a more flexible and dynamic experience Signup and view all the answers

What happens when a universally required field is missing from the layout you migrate from?

The field is not added to the new layout. Signup and view all the answers

Why would you choose a page layout in the upgrade wizard?

To automatically add fields and sections from the page layout to the new page. Signup and view all the answers

What is the benefit of moving lower priority fields into tabs or accordion sections?

To get around performance issues caused by many fields on the page. Signup and view all the answers

What is the purpose of Dynamic Forms?

To customize sections and leave only relevant fields. Signup and view all the answers

What happens when you migrate a record page that supports both desktop and phone form factors to Dynamic Forms?

The Record Detail - Mobile component is added to the page. Signup and view all the answers

What is the result of flipping the toggle to mobile-ize Dynamic Forms-enabled record pages?

Record pages display the same customized fields on both mobile and desktop. Signup and view all the answers

Why is the New Opportunity Page not mobile-ready?

Because it was created before flipping the toggle. Signup and view all the answers

What is the advantage of optimizing the page by moving fields into tabs or accordion sections?

Pages load faster and users have to scroll less. Signup and view all the answers

What happens to the original Record Detail component when you migrate a record page to Dynamic Forms?

It is removed from the page. Signup and view all the answers

What is the purpose of the Record Detail - Mobile component?

To display the original Record Detail component in a mobile-only container. Signup and view all the answers

Study Notes

Dynamic Forms

Dynamic Forms is a feature that enhances the Lightning App Builder, allowing admins to build flexible and dynamic experiences for users by configuring record detail fields and sections.
It breaks down the Record Detail component into individual field and section components that can be placed anywhere on the page, including in separate tabs and accordion sections.

Benefits of Dynamic Forms

Enables customization of fields and sections based on user needs.
Allows for visibility rules to show only relevant fields to users.
Improves page performance by reducing the number of fields on the page.

How Dynamic Forms Works

Adds a new "Fields" tab to the component pane, containing the Field Section component and a list of fields.
Allows fields to be placed anywhere within a Field Section component.
Enables configuration of fields and sections like other components on the page.

Migrating to Dynamic Forms

Migrates fields and sections from existing record pages as individual components in the Lightning App Builder.
Requires selection of a page layout in the upgrade wizard to automatically add fields and sections to the page.
Universally required fields may not be added automatically if they were not present on the original layout.

Customizing Pages with Dynamic Forms

Enables optimization of pages by moving lower priority fields into tabs or accordion sections.
Allows for customization of sections and deletion of unnecessary fields.
Improves page performance and reduces scrolling for users.

Dynamic Forms on Mobile

Adds a Record Detail - Mobile component to the page for mobile users.
Enables mobile users to see the same curated fields as desktop users with the Dynamic Forms on Mobile toggle.
Requires removal of the Record Detail - Mobile component from existing pages for mobile compatibility.

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Description

Learn about Salesforce Dynamic Forms, a feature that allows admins to build flexible and dynamic experiences for users by customizing record detail fields and sections.