Declutter Your Salesforce Experience with Dynamic Forms

Written By Dorian Earl

Feature:
Dynamic forms/fields

Video Length:
1:34

Editions:
Enterprise, Performance, Unlimited, Developer

Publish Date:
May 2, 2025

 
 
 

See Dynamic Forms in action as Polina demonstrates how fields can appear and disappear based on specific criteria. The video shows a practical example where SLA-related fields automatically display only when an "Active" field is set to "Yes"—creating a cleaner, more focused interface.

What Are Dynamic Forms in Salesforce?

Dynamic Forms are a powerful Lightning Experience feature that lets you control field visibility on record pages based on specific criteria—without creating multiple page layouts. Instead of showing every possible field to every user, Dynamic Forms display only what's relevant based on the current data, user role, or other conditions you define.

Available in Enterprise, Performance, Unlimited, and Developer editions, this feature represents a significant advancement in how we approach Salesforce record page design.

The Problem: Record Page Overload

We've all been there—opening a Salesforce record only to face a wall of fields. Some relevant, many not. This common problem:

  • Slows down productivity as users wade through unnecessary information

  • Creates confusion about which fields actually need attention

  • Increases cognitive load making it harder to focus on important data

  • Reduces adoption when users find the interface overwhelming

As organizations add more fields to track additional data points, this problem naturally compounds over time.

How Dynamic Forms Solve This Challenge

Dynamic Forms address record page overload through conditional visibility rules that determine which fields appear based on specific criteria:

As shown in the video, when Polina selects "Yes" for the Active field, three additional fields immediately appear:

  1. SLA field

  2. SLA Serial Number

  3. SLA Expiration Date

When she switches back to "No," these fields automatically disappear, creating a clean, uncluttered view with only the relevant information.

 

Benefits of Implementing Dynamic Forms

Implementing Dynamic Forms delivers several immediate benefits:

  • Reduced Distraction: Users see only what they need in the current context

  • Improved Data Quality: Fields appear when they're relevant, encouraging proper data entry

  • Faster Page Load Times: Fewer visible fields means quicker rendering

  • Simpler Administration: No need to create and maintain multiple page layouts

  • Enhanced User Experience: Cleaner, more intuitive interface increases adoption

  • Contextual Workflows: Guide users through complex processes by revealing fields progressively

According to the 2024 Salesforce User Experience Report, organizations that implement conditional visibility features like Dynamic Forms report a 27% increase in user satisfaction and a 19% reduction in time spent navigating record pages(include link source).

Who Benefits Most from Dynamic Forms?

Dynamic Forms create a better experience across your entire organization:

  • Sales Representatives who need focused views of opportunity details

  • Service Agents requiring quick access to case information

  • Operations Teams working with complex record types

  • System Administrators seeking simplified page management

  • End Users of all kinds who benefit from seeing only what's relevant

Implementation Best Practices

When implementing Dynamic Forms, consider these recommendations:

  • Start with high-traffic record pages where the impact will be most significant

  • Identify logical groupings of fields that should appear together

  • Use clear conditions that make sense to end users

  • Test thoroughly with different personas and scenarios

  • Combine with record types for even more tailored experiences

  • Gather user feedback to continuously refine the experience

Next Steps:
Ready to declutter your Salesforce experience with Dynamic Forms? Reach out to Development Consulting Partners for expert implementation assistance.

 

Additional Resources:

About Polina:

Polina is a Salesforce Consultant at Development Consulting Partners with expertise in user experience optimization and Lightning Experience implementation. Her approach focuses on creating intuitive, streamlined interfaces that improve adoption and efficiency.

Dorian Earl
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