Salesforce Page Layouts Dead: The Future is Dynamic Forms
Since the introduction of Salesforce Lightning in 2015, the platform has undergone a significant transformation. The evolution from Classic Page Layouts to Lightning Page Layouts and now to Dynamic Forms marks a crucial shift in how users interact with Salesforce. With each release, Salesforce has progressively enhanced functionality, reducing the dependency on traditional Page Layouts. This article explores the implications of these changes and whether Page Layouts are becoming obsolete.
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The Rise of Dynamic Forms
Dynamic Forms represent a substantial leap forward in page configuration within Salesforce. By migrating an object to support Lightning Web Components (LWC), organizations can take advantage of Dynamic Forms, allowing for a highly customizable user experience. Each field on a Dynamic Form becomes an individual component that can be rearranged or modified as needed. This granular level of control empowers users to create tailored experiences without the rigidity of traditional Page Layouts.
Benefits of Dynamic Forms
One of the primary benefits of Dynamic Forms is the ability to break pages into smaller components. Instead of dealing with a fixed layout, users can manipulate individual fields, enhancing the usability and organization of data. This flexibility allows for a more intuitive interface, which can be crucial for productivity.
Dynamic Actions and Component Visibility
In conjunction with Dynamic Forms, Salesforce introduced Dynamic Actions. These replace traditional action buttons with configurable dynamic action buttons that can be set to display based on specific criteria. For instance, only users with certain profiles may see specific action buttons, streamlining the user experience.
Component Visibility
Dynamic Forms also introduce Component Visibility, enabling users to show or hide fields, sections, or tabs based on various attributes such as record type or user profile. This means fewer pages are needed, as components can be dynamically displayed according to the user’s context. Additionally, this feature extends to tabs, allowing entire sections to be toggled based on user attributes.
The Power of Cross Object Fields
Another game-changing feature is the ability to utilize Cross Object Fields. This allows related fields to be displayed directly on a record page. For example, a user viewing a Contact record can access related Account fields without the need for cumbersome formula fields. This capability not only simplifies data access but also enhances the richness of the information presented to users.
Enhanced Record Viewing with Dynamic Highlights
Salesforce has also replaced the traditional Compact Layout with Dynamic Highlights. This feature allows for a more comprehensive view of key fields at the top of the record page, displayed in two rows with up to 12 fields. The introduction of Conditional Field Formatting further enriches the user experience, allowing for visual cues and icons that draw attention to specific fields based on their values.
Addressing Record Types
Historically, Record Types were advantageous for defining separate Page Layouts tailored to different use cases. However, with Dynamic Forms and Component Visibility, there is now less need to maintain separate layouts. Organizations can group fields into sections and apply visibility rules, ensuring that relevant fields appear only for the necessary record types.
Strategies for Utilizing Dynamic Forms
There are several effective strategies for leveraging Dynamic Forms in conjunction with Record Types. One method involves combining fields into a single section, which can then be displayed conditionally based on the Record Type. Alternatively, creating multiple sections for different Record Types allows for a clear and organized presentation of data, again using Component Visibility to manage which section is visible based on the user’s context.
What’s Still Missing?
Despite the many advancements, there are still some limitations that organizations need to consider before fully migrating to Dynamic Forms. As of Winter ’25, certain objects such as Campaigns, Work Orders, and various product line items do not yet support Dynamic Forms. Additionally, the Experience Cloud does not yet offer Dynamic Forms, a feature that many users are eagerly awaiting.
Conclusion: The Future of Salesforce Page Layouts
As Salesforce continues to roll out new features and enhancements, it becomes clear that the traditional Page Layouts are on borrowed time. With the vast array of benefits provided by Dynamic Forms—including improved usability, component visibility, and mobile support—it’s an exciting time for Salesforce users.
The transition from Page Layouts to Dynamic Forms is not just about modernization; it’s about creating a more efficient, user-friendly environment that adapts to the specific needs of each user. While some legacy features remain, the momentum is clearly shifting towards a future where Dynamic Forms dominate the landscape, offering a more flexible and engaging way to interact with Salesforce. Organizations should prioritize migrating to Dynamic Forms to take full advantage of these innovative capabilities, ensuring they remain competitive and efficient in their Salesforce usage.
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