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Salesforce Dynamic Forms – A New Standard Lightning Component

by Shamsul

Salesforce Dynamic Forms – A New Standard Lightning Component

 
Salesforce dynamic forms are in use for transforming static data entry into an intuitive experience. Users can easily configure the record detail fields and sections within Lightning App Builder with these forms. 
 
This is available with a new standard Lightning component referred to as ‘Field Component.’ Different components can be included on the page. Moreover, You can add selected fields to sections along with the application of the filter, if required.
 
 
Benefits of Salesforce Dynamic Forms
 
Improved page performance: Places fields and sections within accordion components or tabs considerably improves page loading times.
 
Classy User Interface: The final user will offer majestic visual interfaces that enable users to view only those fields with which they have a concern.
 
Streamline/reduce page layout use: This takes place by removing visibility rules with the components in comparison with the overall page layout.
 
Dynamic layouts: Uses visibility rules for showing and hiding fields and sections.
 
Single assignment model: This is used for the Lightning page in place of a dual model of assigning a Lightning page and a page layout.
 
Without changing the page layout editor, managing fields and sections over pages are in lightning App Builder.
 
Reduces the number of page layouts that match with component visibility rules.
 
   
 
Read More: Salesforce Form is The Easy Way Without Coding
 
 
 
Salesforce Dynamic Form:
 
A Salesforce dynamic form introduces a brand new experience level to the end-users, which further improves the productivity of the organizations. Moreover, you can easily configure these salesforce forms without indulging in complex coding and development processes. This is the advantage of using Salesforce Dynamic Forms available at https://www.zapier.com/.
 
When Lightning was introduced several years ago, it was being used in the ‘classic’ layout. However, with the latest release of dynamic forms in 2021, these forms have become Generally Available but, for custom objects only, Lightning record pages have drastically changed the way in which page layout operates with Salesforce forms. So, what will be the next pace towards this revolution? The answer is Salesforce Dynamic Forms. This exemplifies how clicks allow its users to customize the user interface using declarative tools in place of codes. The following mentioned are some reasons as to why you should integrate Salesforce Dynamic Forms in your business.
 
 
Dynamically Displays Information Related to Users’ Needs
 
Dynamic forms add in newer components in the Lightning App Builder, which improves page navigation through the delivery of the right information at the right time. When using Dynamic Forms, both the Fields and the groups of fields are referred to as Field Sections. They are displayed based upon this criterion. Though the standard has been available for some time, previously, it was available only for Lightning components. These standards can now apply over Field and Field Sections when using Salesforce Dynamic Forms. 
 
 
The criteria can be upgraded over different aspects and can be optimized through using ‘and/or logic. 
 
 
An example, as to how the criterion can be applied involves:
   
 
Attributes of the users such as role, Profile, and department: For example, Profile = Sales.
 
Record or Parent record criteria: Example, Record Type = Customer or Parent. The Account Location is in Florida.
 
Settings of the device: Example, Form factor = Desktop or Phone
 
Through Dynamic Forms, the visibility filter is applicable over field and field sections, and its combine with filter logic.
 
 
Read also: 10 Lesser-Known Salesforce Forms Features Which Are Very Useful
 
 
 
Easy to Set up and Maintain for Admin:
 
Salesforce makes a transition to Dynamic Forms from the current layout with a quick start wizard on the Lightning Page. In addition to this, using Dynamic Forms tends to reduce maintenance as the user can consolidate multiple page layouts into a single Lightning Page, reducing admin time and effort. With the flexible Lightning page assignment model, the admin can easily assign pages to different users or groups of users based upon the criteria like the Record Type, Salesforce App, and the User Profile. This feature offers greater flexibility than what was available previously in determining privacy settings as to who should see what version of the page.
 
Though dynamic forms are available with the new version available this year. However, there are additional plans to incorporate enhancements within this feature in the future. Enhancements include:
   
 
Being compatible with Smartphone devices
 
Offering support to standard objects.
 
Dynamic, quick actions.
 
 
Create an Engaging Customized Layout
 
The page structure has now attained greater flexibility than ever before using Dynamic Forms. The user can set up pages by using one of the 16 standard templates with controlling designs. Through this structure, you can create pages up to 6 columns which were previously two columns only. 
 
In addition, you can include layout customization to improve page performance and navigation. In this way, you can build a customized and engaging layout that allows the user to navigate the page from side to side and top to bottom. Customized options for page layout include page Sections with Labels, Tabs, and a dropdown Accordion structure. A bonus in using Tabs and Accordion is that it drastically improves the page’s loading time.
 
Reduce the number of page layouts required by using component visibility rules and leveraging a single assignment model for the Lightning page instead of the dual-mode of assigning both on the page layout and the Lightning page.  
 
 
How to Enable Dynamic Forms:
 
So as to enable dynamic forms, start with editing the Lightning record page. With this, the Lightning App Builder will open from where you select the Record Detail component, after which click over Upgrade Now button. After this, a wizard will display, followed for migrating all fields to the dynamic forms. An optional feature is selecting enabling migrating fields and sections them in Accordion components or enhancing the new page’s performance. 
 
 
One Way Ticket:
 
Downgrading it to the classic version is impossible as soon as the Lightning page is applicable to Salesforce Dynamic Forms. However, users can delete the Accordion or Field Section component and add the back “Record Detail” component, which uses the classic page layout.
   
 
 
 
 
 
 
 
 
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  Salesforce Forms Featuress  
 
 
Better TipsBusinessManagementMarketingTrending
 
10 Lesser-Known Salesforce Forms Features Which Are Very Useful
 
 by Shamsul  
 
 
 
 
 
 
10 Lesser-Known Salesforce Forms Features Which Are Very Useful
 
 
The comprehensive Salesforce Forms platform has a lot to offer, undoubtedly practical tools to have within your back pocket and used as and when required. Even if you are an experienced Salesforce professional, you will still come across some Salesforce form features you have been unaware of until now. Meeting the requirements of a user through standard Salesforce forms features is an effective solution. In comparision to building a customized solution that is at the risk of breaking every time a Salesforce form is effective.   
 
                                                                                                                                      
 
Lesser Known Facts about Salesforce Forms
 
Auto-Response Rules
 
The auto-response rule feature automatically delivers emails to Cases or Leads that meet the set criteria standards. These can be very effective in making the prospects know that you have received a contact request on their part and assuring the customers that you are working over their support request. Users can easily set multiple rules by using different templates for emails to reduce legwork and still deliver an excellent first impression.
 
 
Advanced Currency Management and Multiple Currencies
 
For enterprises dealing with customers in different currencies, the Multiple Currencies feature of Salesforce forms is very useful and effective. Additionally, the feature of Advanced Currency Management takes this process a step further. Although, both the features are distinct, they are able to use in combination to manage multiple currencies effectively.
 
Multiple currencies: This feature enables the use of multiple currencies in forecasts, opportunities, reports, quotes as well as other data. Different users will get default currencies and change records to a particular currency.
 
Advanced Currency Management: This feature helps in managing dated exchange rates within Salesforce form opportunities which allow mapping a conversion rate within a particular date range. The meaning of this is that if an opportunity is ‘closed won’ at a particular date, the amount of opportunity, when converted into any other currency. It will be fixed for that certain date and will not change in the future, irrespective of currency fluctuations. 
   
 
 
 
 
Read More: SALESFORCE FORM IS THE EASY WAY WITHOUT CODING
 
 
Enterprise Territory Management
 
This feature of Salesforce forms allows controlling Opportunity, Account, and Contact access based upon the Account’s criteria. In this way, the user can structure a shared system ideally suited to the particular sales territories. A common practice for territories is to align geographically; however, this can be based upon other features such as product or industry. The Territory Management feature was announced to lapse in June 2020. However, the introduction of Enterprise Territory Management may appear to gear towards corporations only. However, even small-scale organizations can also use it with additional flexibility.
 
 
Account Teams
 
Account Team is a group of users collectively working over an account and identifies who is working over the accounts through Team Roles. This feature of Salesforce forms has undergone a major up gradation in 2020, which eventually resolved the limitations involved since the transitioning of the feature to Lightning. In order to manage a large Salesforce, managers should certainly enable this feature which involves greater flexibility within account ownership.  
 
   
 
Related Contacts
 
This feature is the name of the Account-related list. Which shows ‘Account Contact Relationships.’ Through this way, users can define relationships between the accounts (the business) and the contacts (individuals). A fact is that in the real world, not all connections follow the classic B2B-business-cookie-cutter approach following a clean contact with the account structures. Through Account Contact Relationships, reality can get reconstructed with individual networks. It operate with multiple accounts in varying capacities (e.g., affiliate, partner, agent, contractor, employee, etc).
 
 
Content Delivery
 
Through the Content Delivery feature, users can deliver documents (Word, PowerPoint, PDF, and others) to a recipient by providing a customized link to an optimized web-based version for easy viewing online or download. Content Deliveries include:
 
  • Sending options with password encryption (required/optional).
  • Locking the downloading option.
  • Notifying the sender when the content is viewed.
 
 
Reporting Snapshots
 
The Snapshots feature of Salesforce forms allows users to capture images of the records. They can freeze data over them for future reference. The bonus point for this feature is that it include out-of-the-box within all Salesforce organizations is very easy to set up. An everyday use case of this characteristic is Opportunity Pipeline Change with time. However, users can also use this feature to capture API call trends. Case volume-per-rep changing over time, or the number of Leads of the owner with time.
 
 
Salesforce to Salesforce
 
This feature allows the user to share CRM data with those other enterprises that use Salesforce. This transfer usually occurs between partner organizations working over similar Opportunities and mutual customer accounts.
   
 
 
Custom Settings
 
The custom Setting feature can be used to up-gradation of the frequently changing elements without having to update individual components one after one. This feature can be accompanied by Flows to continuously update changing elements without jumping into Flow Builder every time.
 
 
VSCode
 
Visual Study Code (VSCode) is an open-source and free product of Microsoft and is available on Windows, Mac, and Linux. This feature is basically a developer tool that Salesforce Admin borrows to speed up the process of Salesforce configuration. VSCode appears on the Salesforce Certified Advanced Administrator exam. The candidates need to explain the available options for moving metadata between the environments (Salesforce extensions for Visual Studio Code, changesets).
 
Although the features mentioned above are lesser-known. However, integrating these features within Salesforce forms building can simplify the workload. Moreover, it helps manage even the smallest of the details. Web-based Salesforce services offered by Many websites are of exceptionally high quality. The industries and companies will undoubtedly manage their sales workforce effectively and efficiently. A service incorporating the essential Salesforce forms features along with those features that can enhance work quality is certainly a good combination that you should go for.
 
 
 
Need Help or Advice in Content Management: 
 
Do you want more advice? Do you have good practices to share? Express yourself in the comment. 
   
 
Do you want any help writing quality content, driving more traffic to your website, and boosting conversions?
 
Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
 
 
 
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  Salesforce Forms  
 
 
Better TipsBusinessManagementMarketingTrending
 
Salesforce Form is The Easy Way Without Coding
 
 by Shamsul  
 
 
 
 
 
 
Salesforce Forms Are The Easy Way Without Coding
 
 
If you are looking for a guide that helps create Salesforce form relatively easily and quickly, you are in the right place. There are various options when getting the data within Salesforce; however, not all of them are created equally. So, what exactly does this means? The fact is that some solutions might require a lot of work to be done manually whereas, others might not be able to connect data in the way you want it to be. This is the main reason why it is very important to select a platform which flexible enough that it meets all your Salesforce data collection requirements. 
 
With https://hevodata.com/learn/salesforce-forms/ creating Salesforce forms have become an effortless task, so whether you require creating a Salesforce order form or a customized stay-in-touch form, or anything else. You are on the right track. The guide will discuss the various options for Salesforce forms and why an integrated web platform is considered adequate.
 
You have to enter data manually, whether it is new lead data, case data, customer support, event signup, or any other element. Then you are certainly not very much into the idea because of the extra effort involved in entering data manually along with the increased probability of mistakes in the data. Other techniques for data entering data in Salesforce appear to be more logical. These techniques make the work easier and simpler. However, it also involves less time that you can invest in other profitable aspects of work. Evaluating every option and explaining which the best one is will help in determining the right data entering way.
 
 
 
 
 
 
 
 
Option 1: Exporting/importing data manually from another system using tools such as Data Loader
 
Sometimes, entering a large amount of data becomes necessary at a given time. This is particularly true when receiving a CSV for contact information of an event you are participating in. On the other side, there may be times in which you enforced to upload data in Salesforce forms when the system very which you work lacks a direct integration with Salesforce forms. Tools like Data Loader can be very effective in such situations.
 
 
 
Option 2: Integrating Salesforce’s Web-to-Lead tool or other Salesforce options
 
Some built-in options in Salesforce help in data collection and its input within the CRM, including Web to Case and Web to Lead Forms, which you can use easily over the website. Since some built-in options are available to offer an easy-to-implement solution, they might also not be as customizable as our situation requires.  
   
 
 
Option 3: Utilizing external Salesforce form platform designed to directly input data into Salesforce
 
Although this is the last option; however, the best amongst all uses an external web form platform with Salesforce integration. You will come across various platforms. However, the tools available at https://hevodata.com/learn/salesforce-forms/ best and effective drag and drop web form developers. They have an extensive range of customization options and most importantly, a very strong Salesforce integration that allows the creation and up-gradation of the records for both standard and custom objects, prefilled data options, working with multiple objects, and lots more.
 
 
 
 
Read Also: 10 LESSER-KNOWN SALESFORCE FORMS FEATURES WHICH ARE VERY USEFUL
 
 
 
Why should you use an external data collection platform?
 
As mentioned previously, integrating a data collection platform allows strong Salesforce integration capabilities that tend to surpass the native options of Salesforce and all the customization features that come with a full-featured web form builder. Incorporating some level of customization, building Salesforce forms, and sending data where required can be made easy.
 
   
 
Uses of Salesforce Form
 
Salesforce forms have now become an important tool within every department and in industries that tends to leverage Salesforce. Some good examples to start with include:
 
Financial services: Onboarding forms of the clients
 
Higher education: Application forms that are embedded within Salesforce Experience Cloud pages.
 
Healthcare: Registration of new patients.
 
Nonprofit: Donation forms.
   
 
Government: Program signup forms.
 
Other use cases: Basic web-to-lead forms, surveys, contact forms, and a lot more.
 
 
What is required from a Salesforce form?
 
Since we use Salesforce forms for the handling of Salesforce data collection, it is very important that it covers the requirements of a data collection tool that goes beyond Salesforce integration. Some key features assured from a top-notch data collection platform include:
 
 
 
Read Also: Project Management: The 5 Phases of the Life Cycle
 
 
 
 
   
 
Capable of connecting with other apps
 
If your Salesforce form allows you to connect with more than one app, then you are on the right track. In case, if you strive to connect with advanced platforms that can integrate your forms. Then a good Salesforce form will allow you to connect with Authorize.Net, Stripe, Paypal, Google sheets, and more. If your Salesforce forms have integration with any of these platforms, this means that your forms are surely unstoppable.
 
User-friendly
 
The Salesforce form builder needs to have a user-friendly interface and be easy to navigate for technical and non-technical personnel. If this is the situation, you do not need to go back and forth in an attempt to make a basic change within the forms with different departments. Whether you are an employee of the sales, marketing, or IT department, this capability is certainly a no-brainer.
 
Salesforce Form authentication
 
Many of you might be thinking, what does this mean? It means that you have the control that can access Salesforce forms. An example of this is that if you create Salesforce forms for a university. You can control by granting access to teachers only or other forms are for university students only to answer the questions. Other examples can include creating Salesforce forms that can access exclusively by managerial staff or building a Salesforce form that staff-level employees can effectively utilize in any organization. The possibilities with Salesforce forms integrated with a web-based platform are numerous. A good Salesforce form allows authenticating forms with LDAP, SAML, CAS, and Salesforce Experience Cloud.
 
 
Need Help or Advice in Content Management:

Do you want more advice? Do you have good practices to share? Express yourself in the comment.

Do you want any help writing quality content, driving more traffic to your website, and boosting conversions? Get in touch through Contact our team or my Freelancer.com profile. I always prefer to work through Freelancer.com for smooth functioning. Here you pay safely and securely.
 
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