Salesforce Dynamic Forms for standard object workaround

Salesforce Dynamic Forms for standard object

Salesforce Dynamic Forms for standard object workaround :

Salesforce recently released dynamic form functionality which is a very impressive salesforce feature. However, at the moment we can only use them for custom objects

But there is a workaround, which we can implement on standard objects like Account, cases, contacts, opportunities etc. until salesforce salesforce makes this functionality for standard objects.

Requirement :

When the account status is active display the section “SLA details”

Technical Details:

Use quick action and Related record standard lightning component with conditional visibility

Implementation Steps

Step 1 : Remove the following fields from the account page layout

  • SLA
  • SLA Serial Number
  • SLA Expirations Date

Step 2: Create a quick action of type “Update Record” and give it a name “SLA Details”

Step 3 : In the layout of quick action, add the following fields and hit save

  • SLA
  • SLA Serial Number
  • SLA Expirations Date

Step 4: Open any account record, click on the gear icon on top right corner and select “Edit Page”. Pick and drag the “Related Record” component from the list of standard components on to the details tab on the right hand side

Step 5 : Select the related Record component which you dragged in the above step and at the very right hand side you will see the option. Update the following

Header Label = SLA Details

Filters : Field = Active

Operator = Equal

Value = Yes

Step 6 : Finally hit save and hit activate 

Whenever account is active SLA Details section will be displayed on the page

Salesforce Dynamic Forms for standard object workaround

Salesforce Dynamic Forms for standard object workaround : Salesforce recently released dynamic form functionality which is a very impressive salesforce feature. However, at the moment we can only use them…

Salesforce Dynamic Form

Dynamic form is the newest addition in the evolution of lightning record pages. It adds the ability of point-and-click customization for your lightning record pages which previously required custom coding.…

Workflow Rules vs Process Builder

workflow vs process builder Automating business processes in salesforce can make your applications reasonably convenient. Uses can immediately feel the difference of how business process is making their every day…

Leave a Reply