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Dynamic Forms | Salesforce
Rating: 4.4 out of 5(4 ratings)
14 students

Dynamic Forms | Salesforce

Salesforce Dynamic Forms
Created byBhumika Pandey
Last updated 4/2023
English

What you'll learn

  • What are dynamic forms in Salesforce?
  • Why and how to use Dynamic Forms in Salesforce?
  • How to Upgrade to Dynamic Forms in Salesforce?
  • Working with Dynamic Forms with Demo

Course content

1 section6 lectures1h 2m total length
  • Day 1 : Introduction | Dynamic Forms | Salesforce17:18
  • Day 2 : Set up Dynamic Forms/Migrate/Upgrade | Dynamic Forms | Salesforce15:13
  • Day 3 : Add Section/Fields | Dynamic Forms | Salesforce6:50
  • Day 4 : Hide/Unhide Fields - Filters | Dynamic Forms | Salesforce10:04
  • Day 5 : Profile filter on Section/Fields | Dynamic Forms | Salesforce4:44
  • Day 6 : Permission set filter on Section/Fields using Custom Persmission8:36

Requirements

  • Salesforce Admin
  • Salesforce Development

Description

The course Dynamic Forms | Salesforce is a package of complete enough explanation and demonstration of Dynamic Forms in Salesforce. The course includes the introduction to Dynamic Forms including the explanation of why and how to use it. You will understand how to set up a Dynamic Form or how to upgrade a lightning record page to a Dynamic form. It includes the explanation around how to set up section fields with or without applying field filters or section filters based on specific requirements. The course also talks about the benefits and limitations of Dynamic Forms in Salesforce.


Course Content :

  • Introduction | Dynamic Forms in Salesforce

  • Set up Dynamic Forms/ Migrate

  • Upgrade Lightning Record Page to Dynamic Form

  • Add section/fields in Dynamic Forms

  • Hide/Unhide fields in Dynamic Forms / Applying field or section level filters

  • Profile filter on section/fields in Dynamic Forms

  • Permission Set filter on Section/Fields using Custom Permission in Dynamic Forms

By completing this course, you would absolutely understand why do we need to use Dynamic forms and how you can reduce your record pages numbers per object by utilizing the Dynamic Form features. You need to have basic understanding of page layouts, record types, and lightning record pages if you are starting with this course. Without a clear understanding of Page Layouts, Lightning Record pages, Record page/layout assignments, you wouldn´t be able to understand completely what is being taught in the course.


P.S : Good Luck.

Who this course is for:

  • Salesforce Admin
  • Salesforce Developer