Dynamic Forms vs Page Layouts - How I do Salesforce #4
Paulo Duarte Paulo Duarte
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 Published On Mar 11, 2024

✅ Discover the Power of Dynamic Forms in Salesforce

Are you still using Page Layouts in Salesforce?
It's time for an upgrade!

Welcome to 'HOW I DO' Dynamic Forms in Salesforce. This new way of customising record detail pages can change the way you interact with your Salesforce org.
In this video, I will guide you through the process of transforming your ordinary page layouts into engaging, dynamic interfaces. You'll learn how to:

1. Understand the fundamentals of Dynamic Forms.
2. Successfully transition from Page Layouts to Dynamic Forms.
3. Customise and personalize your record detail pages effectively.
4. Deal with overlaps, exceptions, and best practices in using Dynamic Forms.

I'll also explore how Dynamic Forms can increase productivity and simplicity, by providing your users with only relevant fields and sections at the right times. This tutorial is not just about learning; I aim to empower you to redefine the user interface experience within your Salesforce applications.

00:00 Intro
01:10 Old Page Layouts
3:48 Dynamic Forms
11:33 Required Fields Warning
12:46 Outro

Whether you're a Salesforce administrator, developer, or end user, mastering Dynamic Forms will give you the tools needed to create more streamlined, user-friendly forms for a truly dynamic user experience.

Check out new Spring 24 Dynamic Forms Release Notes here: https://help.salesforce.com/s/article...

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