Dynamic Forms Explained
Dynamic Forms decomposes the traditional page layout into discrete field sections that can be independently positioned on a Lightning record page using Lightning App Builder. Instead of a monolithic detail section controlled by the page layout editor, admins drag individual fields or field sections onto the page canvas, set visibility rules (based on field values, user permissions, device type, or form factor), and arrange them alongside other Lightning components.
Dynamic Forms is generally available for custom objects and supported for most standard objects starting with Spring '24 (Account, Contact, Opportunity, Lead, Case, and others). Key benefits include showing or hiding fields based on context (e.g., only display international shipping fields when Country is not 'United States'), creating multi-column field layouts without Visualforce, and reducing the number of page layouts needed when Record Types drive minor layout differences. Dynamic Actions extends the same conditional-visibility concept to the action bar. Clientell AI can convert complex multi-layout configurations to Dynamic Forms, reducing layout sprawl while preserving role-specific field visibility.
Related Salesforce Terms
Page Layout
A Page Layout controls the arrangement of fields, buttons, related lists, and custom links on a record detail and edit page in Salesforce.
Lightning App Builder
Lightning App Builder is a point-and-click tool for creating custom Lightning pages (including record pages, app pages, and home pages) without writing code.
Record Type
A Record Type in Salesforce lets you offer different business processes, picklist values, and page layouts for the same object based on user profile or context.
Lightning Experience
Lightning Experience is Salesforce's modern user interface, replacing Salesforce Classic with a component-based, responsive design optimized for productivity.