How does Dynamic Forms work in Salesforce?
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.