Category: dynamic form

Dynamic Action in Salesforce

 In this post, I will share the details about Dynamic Action. This is the continuation of my earlier post where I have explained Dynamic Form. These two features complement each other so well that we can implement quite a broad range of scenarios in Lightning Experience with the help of these two i.e. Dynamic Form and Dynamic Action.If you haven’t go through my earlier post about Dynamic Form, please click here.This post will cover -What is Dynamic Action?How to activate Dynamic Action?What can you do with Dynamic Action?Things to know before implementing Dynamic Action.As always, if you prefer watching videos, please click here. Otherwise, the same video is posted at the end of this post.What is Dynamic Action?Dynamic action will help you to configure which actions will appear to your user under which scenarios. So like classic, your end-user will only see the actions that are relevant as per the record stages/scenarios.Do not worry, I will explain this with some use cases here in this post. This feature came into existence during Summer ’20 release.How to activate Dynamic Action?Activation is Dynamic Action is very simple. Basically, when you will edit the lightning record page in Lightning App Builder, you will find an option to “Upgrade Now” on the right side when you click on the Highlight Panel. This is shown in the screenshot below -Clicking on “Upgrade Now” will...

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Dynamic Form in Salesforce

In this post, I will share the details about Dynamic Form, a feature that was introduced in the Summer ’20 release. Dynamic Form was one of the top voted idea that was delivered. If you ever worked in Classic and Page layout, you know how flexible the page layout is. Admins can add fields, sections, buttons etc. with few clicks and then assign multiple page layouts to the different combinations of Profile and Record Type. Dynamic Form is bringing the same level of flexibility to the Lightning Experience. Excited? This post will cover below -What is Dynamic Form?How to activate Dynamic Form?How to add/delete/arrange fields to Dynamic Form?How to change the UI behavior of the fields added in Dynamic Form?How to change the field visibility in Dynamic Form?Things to know before implementing Dynamic Form.If you prefer watching videos, please click here, otherwise, the same video is posted at the end of this post.Note – Dynamic Form is incomplete without Dynamic Action. They complement each other very well. In this post, I will be focusing mainly on Dynamic Form and then I will publish the second part, where I will be focusing mainly on Dynamic Action.Great!. So without any further detail, let’s dive in.What is Dynamic Form?Dynamic Form was first introduced in the Summer ’20 release and then it became GA(Generally Available) in the Winter ’21 release. With the help of...

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New Admin Features From Winter 21 Release

In today’s post, I am going to share some of my favorite Admin features from Winter 21 release.SurveyWhile creating the survey, admins now have the option of saving the survey as a template. After creating the template, users can open it and make a copy from the top-right menu to create their own survey based on the template.Flow EnhancementsI have written a separate post covering only flow enhancements coming with Winter 21 release.Here is the post – Winter 21 Flow EnhancementsDynamic Form    With this release, admins now have the power to select the position of the fields in the page layout. As of today, this is only available to custom objects and Lightning App Builder.When admins will open the record details section from the Lightning page in App Builder, they will be presented with the option to Upgrade (as shown below). Selecting the upgrade option will provide the admins the option to create dynamic forms by positioning fields in different sections on the layout.Even admins can click on the “Analyze” button at the top right section which will provide them the option whether the customization is good from a performance standpoint.No More Ref IDs in Email-to-CaseRef IDs are not always our good friend when dealing with Email-to-Case, as people tend to delete, modify those ugly looking ids when sending emails/replies and that always causes problems with case routing.The good...

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