Dynamic Forms on Mobile

Dynamic Forms on Mobile is now available in Beta!

Normally, I’d prefer to wait until a feature has reached GA before writing about it. In this case, I was too excited to wait.

Let’s get right to it… Dynamic Forms provides the ability to customize and simplify a single page layout by only showing the fields necessary for users. It has provided much needed improvement in UX. Previously, this was accomplished through multiple page layouts, record types, and profiles; and now it is a single page layout. Dynamic Forms has been available for a while now, but it was lacking the ability to work on mobile till now.

#Benefits of Dynamic Forms For Mobile

• Add fields anywhere on layout without having to use a page layout
• Use visibility rules to define what fields or components should be shown based off your criteria
• Improve page load performance through less data to display and lazy loading
• Reduced number of page layouts and record types
• Improved Adoption

Now, I can’t just talk about the benefits of it without letting you know about the negatives as well.

#Here are some disadvantages of Dynamic Forms for mobile designs:

• There is an added complexity to set up and customize. There is a potential to significantly change the look of the interface if desired, yet there is bit of a learning curve to learn how to use and adjust the field visibility
• As with any customization, it requires thorough planning to meet business needs. Along with customizing, user training might be needed to help adjust to the changes
• Limited Availability: Works with Accounts, Contacts, Person Accounts, Opportunities, Leads, and Cases
• Compatibility: Some third-party applications may not be fully compatible
• Limited Support: Since it’s still rather new and in Beta, there is not as much documentation, and it is harder to receive support

If you’re ready to start using it while in Beta, go Setup=>Salesforce Mobile App to enable.

If you have already been using Dynamic Forms, then make sure to remove the record detail component.