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