Levelling Up with Dynamic Forms and Actions

Saturday June 19 in Mount Laurel, NJ Levelling Up with Dynamic Forms and Actions

Levelling Up withDynamic Forms and ActionsMark Jones, Salesforce (Solo) AdministratorCo-Leader of Newcastle-Upon-Tyne (UK) User Group

Saturday June 19 in Mount Laurel, NJ Levelling Up with Dynamic Forms and Actions 2

About Me: Who I Am/What I Do ...● Data Coordinator for Oasis Community Housing.● Salesforce Administrator since 2016.● Co-Leader of User Group in Newcastle upon Tyne (UK).● 3x Ranger on Trailhead.● Mentor via the Trailblazer Mentorship Programme.● Volunteer at Salesforce.org Community Sprints.

Featured speaker at:

● InspireEast (2019)● Xf0rce Data Summit (2020)● Nonprofit Dreamin (2021)

Today’s session is the third Trailblazer Community Group session I have spoken at.


Dynamic Pages Facebook Group

I run a Facebook Group covering Dynamic Forms and Actions.Please come and join us at: https://www.facebook.com/groups/salesforcedynamicpages

https://www.facebook.com/groups/salesforcedynamicpages


Session Agenda: What to Expect TodayThis session will be broken down into the following segments:

1. Initial Introduction to Session and Speaker2. A Brief Overview of Dynamic Forms and Actions3. Hands-On-Demo of Dynamic Forms and Actions4. Tips and Hacks for Using Dynamic Forms and Actions

I will aim to answer any questions that come over the course of the whole presentation. If time allows, I will also be happy to take additional questions at the end as well. I would also love to hear any opinions, tips, or hacks you’ve come up with as well.


ⓘ Start presenting to display the poll results on this slide.

How Much Experience Would You Say You Have Using Dynamic Forms/Actions?

https://www.sli.do/features-google-slides?payload=eyJwcmVzZW50YXRpb25JZCI6IjFTU1N5RDF4U2dYTmlKQTBxRkZpeGI5ZjYzdlFCNzZRenViOXZYUG9LVkFBIiwic2xpZGVJZCI6IlNMSURFU19BUEkzNTEwMDUzMjJfMCJ9


Levelling Up withDynamic Forms and ActionsA Brief Overview of Dynamic Forms and Actions


What are Dynamic Forms/Actions?Dynamic Forms and Actions are part of the Dynamic Page functionality that forms of the Lightning Record Pages framework. Dynamic Forms gives Admins the ability to set the visibility conditions for fields on a Record page within Salesforce.

What exactly is each element though? Well, in short:

● Dynamic Forms are a customisable administrative experience for adding fields to a record page layout in the Lightning App Builder.

● Dynamic Actions is the functionality for adding quick actions to an Object’s custom Lightning Record Page, with the functionality to customise how and when those actions are displayed based on selected criteria.

Note: To set the conditional visibility for fields and actions, the Salesforce Admin must first configure the visibility conditions for said field or action. If no visibility rule is set up for a field or action, then they will always be displayed on the record page.


The Summer ‘21 update includes the inclusion of the Dynamic Actions Bar. A great new addition to the Dynamic Pages functionality which can be used in List Views. Giving the Salesforce Admin a much easier means of customising what Actions are available to their users at any given time. The Dynamic Actions Bar is available to use for both Standard and Custom Objects. This new feature is available as a Pilot feature for now.

Resources:Summer ‘21 Release Notes - Create a Dynamic Actions Bar for Your App Page (Pilot)Summer ‘21 Release Notes - Hidden Accordion and Tabs Components Now Stay Hidden During Create, Edit, Clone

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Availability of Dynamic Forms/ActionsAs of Spring ’21, the table below is the general availability of Dynamic Forms/Actions:

https://help.salesforce.com/articleView?id=release-notes.rn_forcecom_lab_dynamic_actions_bar.htm&type=5&release=232

https://help.salesforce.com/articleView?id=release-notes.rn_forcecom_lab_tab_and_accordian_fix.htm&type=5&release=232


Resources:Salesforce Help - Dynamic Lightning Pages

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Dynamic Forms/Actions Fields & LogicAdmins use the Set Component Visibility framework in order to decide what fields or actions on a Record page display or hide from a Record Page. There are a number of different field types available to use to set the visibility of other fields, actions, etc.

The fields currently available are:

● String Type Fields● IDs● Checkboxes● Geolocations● Picklists● Formula Fields *● Roll-Up Summary Fields *

* The end result of these fields must equal a value type of that in the field options shown above.

https://help.salesforce.com/articleView?id=sf.lightning_page_components_visibility.htm&type=5


Levelling Up withDynamic Forms and ActionsDemonstration of Dynamic Forms and Actions


Levelling Up withDynamic Forms and ActionsTips and Hacks for Using Dynamic Forms


Tip #1 … Plan Out Your Page LayoutsThe field order for Dynamic Forms is top-to-bottom and left-to-right. So plan out your page layouts accordingly. Unlike with Page Layouts, we can’t edit the tab direction in the Lightning App Builder. Admins should build their Dynamic Pages with this principle in mind. It really is helpful to keep this in mind.

How to Make this Work:

Decide what field sections to stick where on the page. Admins should bear in mind that fields on the left will be put above fields in the right on the edit layout. Build up your pages in such a way that the detail layout reflects the edit layout with the System Information fields being displayed at either the very end or very beginning of your edit view … more on the System Information fields in Tip #2.


Admins should decide where you place the System Information fields on a page layout … I would recommend these to be placed at either the very beginning or very end of page layout.

Where you decide to place them in the layout, follow Tip #1 to place them in the layout accordingly … it’s not that bad of an idea to include the System Information fields in their own tab.How to Make this Work:

Place the Created By and Last Modified By fields on the page where you want them to ALWAYS appear at in the edit view. This tip is a good idea for admins who still want to display these fields in the page layout. If you don’t want these fields on your layouts, it might be a good idea to include them in your Compact Layouts.

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Tip #2 … Place Your System Information Fields Wisely!!!


We’ve touched on how formulas can be used as controlling fields in Dynamic Forms. But bear in mind that the values of formulas are stored/refreshed when a record page loads. It is my opinion that the best use of formulas in Dynamic Forms is for Time-Based Visibility Criteria. An example of this could be a Checkbox to show that a record has been created, or a number field to note the days between two date fields.How to Make this Work:

Admins have to think proactively about making this work. Work through your custom object and create formulas to match the visibility rules you have in mind. Bearing in mind that formulas only update when a record page loads so any visibility rules based on formulas will not take effect until a page refreshes.

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Tip #3 … Use Formulas to Enhance the User Experience


Tip #4 … Use Flows to Enhance the User ExperienceFlows are a very handy tool in the Admin’s arsenal. In relation to Dynamic Forms and Actions, Flows can be used to enact the visibility rules you set up for your Dynamic Forms and Actions.

For example, if you want to display a Dynamic Action on an Opportunity that is a specific age, you can create a Scheduled-Triggered Flow to run and check the age of the Opportunity and then update a Field on the opportunity in order to enact the visibility condition settings.


Use a combination of Flows types to update records to meet the visibility rules you configure for your Dynamic Pages. Remember, automation is your friend!!!


Admins can use Dynamic Actions in the Lightning App Builder to ensure that specific actions are only available when certain criteria are met. However, one issue this can cause is a lack of access to the Dynamic Actions on a page if an admin doesn’t configure it to always give them access to the relevant actions.


Include an additional filter in your dynamic actions such as:

$User.Profile.Name = System Administrator

Set your filter criteria to be either an OR filter or a custom filter depending on the other filter criteria for the Dynamic Action you are creating.

Tip #5 … Make Sure You Can Always Access the Actions


Levelling Up withDynamic Forms and ActionsQuestions and Answers


Thank You for Your TimeThank you for your time today. I hope you’ve found this presentation helpful. If you have any follow-up questions or general feedback on this presentation, then please do feel free to reach out to me via email or social media.

My CGL email is:[email protected]

Thank you again, and I hope to see you soon.

mailto:[email protected]


@ThisIsMarkJones

https://linkedin.com/in/thisismarkjones

https://facebook.com/groups/salesforcedynamicpages

https://facebook.com/groups/salesforcelightningappbuilder

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How to Get in Touch with Me

https://linkedin.com/in/thisismarkjones

https://facebook.com/groups/salesforcedynamicpages

https://facebook.com/groups/salesforcelightningappbuilder

Documents

Levelling Up with Dynamic Forms and Actions