{"id":15393,"date":"2023-06-27T10:23:58","date_gmt":"2023-06-27T10:23:58","guid":{"rendered":"https:\/\/www.walkme.com\/blog\/?p=15393"},"modified":"2023-06-27T10:23:58","modified_gmt":"2023-06-27T10:23:58","slug":"dynamic-forms-salesforce","status":"publish","type":"post","link":"https:\/\/www.walkme.com\/blog\/dynamic-forms-salesforce\/","title":{"rendered":"Dynamic forms in Salesforce: The pros, cons, and everything in between"},"content":{"rendered":"<p><span style=\"font-weight: 400\">On the 16<\/span><span style=\"font-weight: 400\">th<\/span><span style=\"font-weight: 400\"> of November 2006, a Salesforce user named Orsolya Mate posted <\/span><a href=\"https:\/\/ideas.salesforce.com\/s\/idea\/a0B8W00000GdiWiUAJ\/dependent-page-layouts-data-rules-to-show-hide-or-make-fieldssections-reqd\" target=\"_blank\" rel=\"nofollow noopener\"><span style=\"font-weight: 400\">an idea on the Salesforce Idea Exchange<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Little did Orsolya know just how ahead of their time they were. Seventeen years have passed since the original idea was posted\u2014 a request for what would come to be known as \u201cdynamic forms.\u201d<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Since then, the dynamic forms idea has seen over 10,000 votes and dozens of merged ideas.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">And it\u2019s finally here.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">The <\/span><a href=\"https:\/\/www.walkme.com\/blog\/salesforce-lightning-vs-classic\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">newest feature in Lightning Experience<\/span><\/a><span style=\"font-weight: 400\"> allows for more customizable and flexible forms tailored to your needs. No more clunky forms that force your users to input unnecessary information.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Now, you can personalize your forms and create dynamic layouts for a better <\/span><a href=\"https:\/\/www.walkme.com\/glossary\/customer-experience\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">customer experience<\/span><\/a><span style=\"font-weight: 400\"> and increased efficiency.<\/span><\/p>\r\n<p><b>But being a relatively recent offering and so long in the making, you might be asking:<\/b><\/p>\r\n<ul>\r\n\t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Why have dynamic forms been so hotly requested?<\/span><\/li>\r\n\t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">How can they be used to help you create better forms?<\/span><\/li>\r\n\t<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">What challenges and pitfalls await you as you get started with dynamic forms?<\/span><\/li>\r\n<\/ul>\r\n<p><span style=\"font-weight: 400\">In this article, we\u2019re looking to answer those questions. We\u2019re also going to look at some specific use cases where <\/span><b>dynamic forms have the most to offer<\/b><span style=\"font-weight: 400\">.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">If you\u2019re unsure whether dynamic forms are worth the investment, you\u2019ll walk away with your answer.\u00a0<\/span><\/p>\r\n<h2><b>Salesforce Dynamic forms: The perks that fueled excitement for over a decade<\/b><\/h2>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15397\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Salesforce-Dynamic-forms_-The-perks-that-fueled-excitement-for-over-a-decade_5649ab6d.jpg?w=300&#038;h=227&#038;crop=1\" alt=\"Salesforce Dynamic forms_ The perks that fueled excitement for over a decade\" width=\"800\" height=\"604\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Salesforce-Dynamic-forms_-The-perks-that-fueled-excitement-for-over-a-decade_5649ab6d.jpg 800w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Salesforce-Dynamic-forms_-The-perks-that-fueled-excitement-for-over-a-decade_5649ab6d.jpg?resize=300,227 300w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Dynamic forms offer many benefits, making them a must-have tool for Salesforce users.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Here are some of the most significant ones:<\/span><\/p>\r\n<h3><b>Personalized experiences tailored to roles and profiles<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">One of the best things about dynamic forms is that they can be customized to fit specific organizational roles and profiles.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">This means that each user gets a personalized experience that matches their specific needs, making data entry faster, easier, and more efficient.\u00a0<\/span><\/p>\r\n<h3><b>Simplified data entry process<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Dynamic forms only show relevant fields, meaning users no longer have to navigate through multiple tabs and screens to enter the necessary information.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">This simplifies the entire data entry process, reduces errors, and promotes consistency.<\/span><\/p>\r\n<h3><b>Real-time updates for increased visibility<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Each time a user enters data in a dynamic form, all relevant fields are updated in real-time.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">This ensures that everyone on your team has the most up-to-date information, preventing discrepancies and minimizing misunderstandings.\u00a0<\/span><\/p>\r\n<h3><b>Greater flexibility and personalization<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Dynamic forms replaced page layouts, offering greater flexibility and personalization options.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">You can now customize the layouts, assign specific fields to certain profiles, and create rules that determine which fields are shown based on various conditions.<\/span><\/p>\r\n<h3><b>Improved customer experience<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">With dynamic forms, you can create more personalized customer experiences, streamline internal and external processes, and ensure data accuracy.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">This improvement in customer experience will translate to a boost in customer satisfaction and retention\u2014 which, of course, is a major driving force for transformation.<\/span><\/p>\r\n<h2><b>The challenges you\u2019ll face as an early adopter of dynamic forms<\/b><\/h2>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15395\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/The-challenges-youll-face-as-an-early-adopter-of-dynamic-forms_649ab64e.jpg?w=300&#038;h=203&#038;crop=1\" alt=\"The challenges you\u2019ll face as an early adopter of dynamic forms\" width=\"800\" height=\"542\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/The-challenges-youll-face-as-an-early-adopter-of-dynamic-forms_649ab64e.jpg 800w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/The-challenges-youll-face-as-an-early-adopter-of-dynamic-forms_649ab64e.jpg?resize=300,203 300w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">As with any new technology, some challenges are associated with dynamic forms.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Here are some of the more common snags that users have been facing:<\/span><\/p>\r\n<h3><b>Difficulty with advanced workflows<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">While dynamic forms offer unprecedented flexibility, that usually comes with increasing complexity. Creating complicated workflows can get pretty messy.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Sometimes, the built-in automation tools won\u2019t be enough, and you\u2019ll need to improvise or invest in third-party applications.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">The support that Salesforce can provide is also limited if you\u2019ve made a lot of complex customizations.<\/span><\/p>\r\n<h3><b>Limitations in customization<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Despite everything we\u2019ve said about flexibility and personalization, there are still some limitations to what users can do.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">For example, it&#8217;s impossible to edit or re-order the related lists on the page.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">You\u2019ll also find that right now. Dynamic forms aren\u2019t supported on all entities\u2014 in fact, the selection of entities that support dynamic forms is quite restricted. But Salesforce has a roadmap outlining the plan to bring dynamic forms of support to more entities.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Simply put, dynamic forms are still being developed\u2014 it\u2019s not a finished product.<\/span><\/p>\r\n<h3><b>Integration challenges<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Integrating dynamic forms with other Salesforce features or third-party applications can be a challenge, requiring support from specialized developers or third parties.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Finding staff with the skills to do this can be a little difficult after a new release, but this will get easier as time passes.<\/span><\/p>\r\n<h3><b>Upskilling required<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\">Salesforce admins must invest time and resources to understand how dynamic forms work and how they can be best utilized to suit the organization&#8217;s needs.\u00a0<\/span><\/p>\r\n<p><a href=\"https:\/\/www.walkme.com\/blog\/5-salesforce-online-training-options-for-the-remote-workforce\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400\">Upskilling and employee training<\/span><\/a><span style=\"font-weight: 400\"> are essential to make the most out of dynamic forms.<\/span><\/p>\r\n<h2><b>Use cases: Where Salesforce dynamic forms could be most useful<\/b><\/h2>\r\n<p><span style=\"font-weight: 400\">Dynamic forms have several applications across different departments and business units.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Here are some of the most popular use cases cited by users who have supported the idea for years:<\/span><\/p>\r\n<h3><b>Capturing leads and contacts<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15401\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Capturing-leads-and-contacts_32649ab8.jpg?w=300&#038;h=148&#038;crop=1\" alt=\"Capturing leads and contacts\" width=\"800\" height=\"393\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Capturing-leads-and-contacts_32649ab8.jpg 1149w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Capturing-leads-and-contacts_32649ab8.jpg?resize=300,148 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Capturing-leads-and-contacts_32649ab8.jpg?resize=1024,504 1024w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">By simplifying the data entry process, dynamic forms can help capture leads and contacts with less friction by reducing the time and resources required for each entry.<\/span><\/p>\r\n<h3><b>Generating quality opportunities<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-15399\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Generating-quality-opportunities_95649ab7.jpg?w=300&#038;h=148&#038;crop=1\" alt=\"Generating quality opportunities\" width=\"800\" height=\"393\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Generating-quality-opportunities_95649ab7.jpg 1149w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Generating-quality-opportunities_95649ab7.jpg?resize=300,148 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Generating-quality-opportunities_95649ab7.jpg?resize=1024,504 1024w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Dynamic forms can be used to create personalized experiences for each salesperson, optimizing the opportunities they receive and increasing the chance of success.<\/span><\/p>\r\n<h3><b>Simplifying case creation<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15396\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Simplifying-case-creation_62649ab6.jpg?w=300&#038;h=148&#038;crop=1\" alt=\"Simplifying case creation\" width=\"800\" height=\"393\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Simplifying-case-creation_62649ab6.jpg 1149w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Simplifying-case-creation_62649ab6.jpg?resize=300,148 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Simplifying-case-creation_62649ab6.jpg?resize=1024,504 1024w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Dynamic forms can be customized to improve the case creation process, ensuring that all relevant information is captured correctly and reducing the time required to resolve issues.<\/span><\/p>\r\n<h3><b>Improving service requests<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15398\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Improving-service-requests_1649ab70.jpg?w=300&#038;h=174&#038;crop=1\" alt=\"Improving service requests\" width=\"800\" height=\"464\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Improving-service-requests_1649ab70.jpg 1149w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Improving-service-requests_1649ab70.jpg?resize=300,174 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Improving-service-requests_1649ab70.jpg?resize=1024,594 1024w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">By creating customized forms for service requests, dynamic forms can improve the speed and accuracy of service delivery while enhancing customer experience.<\/span><\/p>\r\n<h3><b>Configuring accounts<\/b><\/h3>\r\n<p><span style=\"font-weight: 400\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-15400\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Configuring-accounts_21649ab7.jpg?w=300&#038;h=148&#038;crop=1\" alt=\"Configuring accounts\" width=\"800\" height=\"393\" srcset=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Configuring-accounts_21649ab7.jpg 1149w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Configuring-accounts_21649ab7.jpg?resize=300,148 300w, https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/06\/Configuring-accounts_21649ab7.jpg?resize=1024,504 1024w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Dynamic forms can be used to create personalized experiences for account configuration, making it easier to manage account details and reducing the chances of errors.<\/span><\/p>\r\n<h2><b>Dynamic forms: Are you an early adopter or part of the majority?<\/b><\/h2>\r\n<p><span style=\"font-weight: 400\">Dynamic forms offer a brand-new approach to data entry, visibility, and customization within Salesforce.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">While they come with challenges, the benefits are significant, making them a must-have tool for organizations that want to streamline their workflows and improve customer experience.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">If you want to be an early adopter of dynamic forms, you stand to gain a lot, but you\u2019ll need to invest in the training and upskilling required to make the most of this fresh offering.<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">If you\u2019d rather wait until dynamic forms and the support surrounding them have had some time to mature, you might want to check in again at the end of 2023.\u00a0<\/span><\/p>\r\n<p><span style=\"font-weight: 400\">Regardless, If you\u2019re looking to make the most out of your Salesforce experience, dynamic forms are an option worth exploring\u2014 or at least keeping an eye on.\u00a0<\/span><\/p>\r\n<a href=\"javascript:;\" class=\"popup-threefields m-element-hidden j-initiator j-paid_post_feature\" id=\"imgpng\" form-type-id=\"imgpng\"><img decoding=\"async\" class=\"initiator-image\" src=\"https:\/\/www.walkme.com\/blog\/wp-content\/uploads\/sites\/2\/2023\/04\/Support-A-min_643bf208.png\"\/><\/a>","protected":false},"excerpt":{"rendered":"On the 16th of November 2006, a Salesforce user named Orsolya Mate posted an idea on the Salesforce Idea Exchange.<span class=\"moretag\">&#8230;<\/span>","protected":false},"author":246,"featured_media":15394,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"mobile_image_id":0,"tablet_image_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[7585],"tags":[191,7651,96,769,7533],"class_list":["post-15393","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-customer-experience","tag-customization","tag-employee-training","tag-personalization","tag-workforce-management"],"acf":{"__coauthors":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Dynamic forms in Salesforce: The pros, cons, and everything in between<\/title>\n<meta name=\"description\" content=\"Salesforce dynamic forms are finally here. 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