Unlocking the Power of Dynamic Forms in Salesforce: A Visual Guide for Admins

Dynamic Forms represent a huge leap forward in user interface flexibility for Salesforce Admins. With this feature, you can create adaptive Lightning Record Pages that show or hide fields and sections based on user input—without writing a single line of code.

In this guide, you’ll learn what Dynamic Forms are, how to use them effectively, and best practices to create a streamlined user experience that increases productivity and reduces screen clutter.

What Are Dynamic Forms?

Dynamic Forms allow Admins to place individual fields and sections directly on the Lightning Record Page layout—separate from the traditional page layout editor.

You can then control their visibility based on record values, user profile, device type, and more.

Why Use Dynamic Forms?

Objects Supported by Dynamic Forms

As of 2025, Dynamic Forms are available for:

• Custom Objects (standard)
• Standard Objects: Account, Case, Contact, Opportunity, Lead

Note: Dynamic Forms for Mobile requires Lightning App Builder configuration.

How to Enable Dynamic Forms

1. Navigate to Setup → User Interface → Record Page Settings
2. Toggle on Dynamic Forms
3. Go to Lightning App Builder
4. Open or create a Record Page for a supported object
5. Select the Record Detail component and choose “Upgrade Now”
6. Drag and drop fields or field sections to build your form

Building a Dynamic Lightning Page

Step-by-Step Example: Dynamic Lead Layout

Scenario: Show qualification fields only if Lead Source is “Web”.

1. Create a section: “Web Lead Details”
2. Drag in fields: Website, Referrer, UTM Source
3. Set Field Section Visibility to:
   • Field: LeadSource
   • Operator: Equals
   • Value: Web

The section will now only show when the LeadSource = Web.

Best Practices for Dynamic Forms

1. Group Related Fields

Organize fields into logical sections to improve readability.

2. Use Field Visibility Rules

Apply multiple conditions (AND/OR logic) for precise control.

3. Use Tabs and Accordions

For dense pages, split content into collapsible components.

4. Test Across Profiles

Ensure visibility works for different roles or permission sets.

5. Document Your Visibility Logic

Maintain a simple matrix of field → condition(s) for future admins.

Use Cases That Wow Users

1. Role-Based Field Access

Show manager-only fields (e.g., salary expectations) using User.Profile.Name = "Manager".

2. Stage-Based Opportunity Fields

Display shipping or delivery fields only when Stage = Closed Won.

3. Record Type-Driven Forms

Each record type gets a unique experience with conditional sections.

4. Case Escalation Visibility

Show escalation notes field only when Status = Escalated.

Dynamic Forms vs Page Layouts

Salesforce recommends using Dynamic Forms over multiple page layouts for cleaner and more flexible UIs.

Performance Tips

• Avoid placing too many fields on a single section
• Use tabbed layouts for better load time and organization
• Hide fields irrelevant to the current record state
• Leverage Dynamic Actions to control button visibility alongside forms

Monitoring Adoption and Feedback

Tools:

• Field Usage Reports: Identify unused or cluttered fields
• Page Performance Analysis: Available in Lightning App Builder
• User Feedback Loop: Survey users after rollout for friction points

Common Mistakes to Avoid

Conclusion

Dynamic Forms give Admins the power to create personalized, intuitive, and fast Lightning pages—all without code. With proper planning and thoughtful visibility logic, you can transform how users interact with records.

Want a ready-made Dynamic Forms blueprint for Leads or Cases? Drop a comment and we’ll send over a starter pack to launch your first form!