Pave the Way for Salesforce Dynamic Forms

1. Pave the Way for SalesforceDynamic Forms What is theworld’s leading CRM? TheanswerwegetisSalesforce And when they get something huge for their customers, it gets evenbetter! Salesforce is expected to launch its long term pilot feature named “Dynamics Form” first demonstrated in Dreamforce 2018. Let’s see what is Dynamics Form and ways it can help ourusers. sales@crmjetty.com

2. Winter 2020 is here and last year Salesforce announcedfive anticipatedreleaseswhichtheyrolledoutthisyear. • RecyclebiniscominginLightningAppBuilder • The all newLightning mobile app • Now you can print the lists from the Lightning app. Additionally,theprintableviewgivesyoutheonlyparts of the screenyou need • Give away the plethora of counting unique opportunitiesnowwithPowerofOnefilter • Easily run scheduleflows • But,DynamicFormsisthemajorreleaseinthemarket.Let’s see it inbrief: • What are Salesforce DynamicForms? • Dynamic forms are to create user centric, intuitive page layouts which will display proper information at the right time. With it, developers can put each field wherever they want on the Lightning page. No more classic page layouts, and combine layouts such that you can display the needed section on thescreen. sales@crmjetty.com

3. Benefits of DynamicsForms: • Upgradetoyourpagelayoutimmediatelysoyoucan haveafieldandsectionwhereveryouwant. • Betterpageperformance.Youcanputpageandsection headingsinawaythatitrequireslesspageloadtime. • Itprovidesdynamiclayoutstoshoworhidefieldsin section • Reducethenumberofpagelayout • A quick glimpse into how Salesforce Dynamics Formworks: • Currently it is working only on custom objects and support forstandardobjectswillbeavailablelater. • SalesforceDynamicformbringsoutseveralnewfeatures: • FieldsTab: • It is a left hand component pane and it contains fields associated with your custom object and field section component. sales@crmjetty.com

4. Record DetailComponent: • After you create the record page, you can simply drag and drop field section components and fields on the page. As dynamic forums are flexible you can easily organize, rearrangeandevenplacesectionsinthetab. • If there are any existing record pages then too you can easily drag and drop thesections in an easier way. Just click ontheRecordDetailcomponentandyoucanseeonthetop of Record Details propertiespane. • Once you click on Upgrade Now the Salesforce Dynamic Form migration wizard starts. Go through the wizardand sales@crmjetty.com

5. select the page layout which has fields that you want to migrate. • Separate Marketing and SystemTabs: • Marketing campaigns will show you the lead source and primary campaign source field whereas; system information will be available undersystem tab. sales@crmjetty.com

6. ComponentVisibility: • Once you add the component to the page you can see component visibility on the side panel. It will provide you with multiple filteroptions. sales@crmjetty.com

7. Wrapping itup: Salesforce Dynamic Formsis making it easier for developers to create Lightning page objects. This will lessen the workload of developers and instead helps to focus on more critical parts. If you have tried then do let us know yourinputsforSalesforceDynamicForms. AboutUs: CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can renderenhanced sales@crmjetty.com

8. interactions at each stage of your customer lifecycle. So, if you are searching for the right customer portal solution for yourcompany,thenwecanhelpyou.Wehaveservedinthis industry for over a decade and have built many portals that have helped our customers. So, get in touch with us andwe willhelpyoudevelopcustomwebportalsolutions. Source: https://www.crmjetty.com/salesforce-wordpress-custo mer-portal.htm sales@crmjetty.com