Dynamic Forms in Salesforce | How and Where to use it ? ☁️⚡️

Поділитися
Вставка
  • Опубліковано 13 гру 2024

КОМЕНТАРІ • 49

  • @jgoge9920
    @jgoge9920 3 роки тому +3

    Thanks! this is helpful
    6:55
    You can skip the first minutes that show how to create a custom object, and start watching at this point.

  • @vyshnavanantapalli7934
    @vyshnavanantapalli7934 3 роки тому +2

    How do we set up the field labels and field values side by side in 2 columns.
    In my org i see the field label and its respective field value below the field label.
    Can you please tell how to change that.
    For reference pls see time 11:29
    Eg:
    IsAvailable and its checkbox next to it
    But in my org i see the checkbox below the IsAvailable field label

    • @SalesforceBolt
      @SalesforceBolt  3 роки тому

      Is it a custom object ? What is the latest release in your org ?

    • @vyshnavanantapalli7934
      @vyshnavanantapalli7934 3 роки тому +1

      @@SalesforceBolt yes its a custom object and the release is Spring 21

    • @SalesforceBolt
      @SalesforceBolt  3 роки тому +1

      @@vyshnavanantapalli7934 it's strange. I would suggest you to share this question over the answer community so we can have few more inputs on it. You can use below link for that :
      trailblazers.salesforce.com/

    • @RAHULSHARMA-oz2qf
      @RAHULSHARMA-oz2qf 3 роки тому +1

      @@vyshnavanantapalli7934 I am also facing the same issue I have more than 40 fields and all are one below other, did u get any solution plz reply??? I need to align the label and value horizontally

    • @vyshnavanantapalli7934
      @vyshnavanantapalli7934 3 роки тому

      @@RAHULSHARMA-oz2qf yes on the right side you have the profile icon right click on that and select the compact option in the Display Density area

  • @TechleadConsulting
    @TechleadConsulting Рік тому +1

    Very good explanation Kapil sir

  • @chithraprakash2271
    @chithraprakash2271 2 роки тому +1

    Thank you, Kapil for another awesome video! Very helpful.

  • @devendrapatelujn
    @devendrapatelujn 3 роки тому +1

    Awesome, I have used it with quick actions, in order to show/hide some quick actions based on case status 👍

  • @vyshnavanantapalli7934
    @vyshnavanantapalli7934 3 роки тому +1

    Nice and useful video

  • @SalesforceAdam
    @SalesforceAdam 3 роки тому +1

    Great video - thanks!

    • @SalesforceBolt
      @SalesforceBolt  3 роки тому

      Glad you liked it!

    • @shambhusinghparmar9265
      @shambhusinghparmar9265 3 роки тому

      @@SalesforceBolt sir please help i have deleted the whole long form in dynamic forms and saved it... the fields are showing in page layout form but in app the fields are not coming its blank even i cant create new record sir how can i undo ??

  • @grahammcmillan8929
    @grahammcmillan8929 2 роки тому +1

    Thanks for this. If it's just custom fields, can the form be linked to a particular case or account? Without that, are these forms just freee-floating and not linked to anything?

    • @SalesforceBolt
      @SalesforceBolt  2 роки тому

      Hi there, are you looking for a specific scenario? Could you please elaborate the requirements!!

    • @grahammcmillan8929
      @grahammcmillan8929 2 роки тому +1

      @@SalesforceBolt well suppose the form is an intake form, if assessment form, for a particular individual contact. How do you link the form to the contact?

    • @SalesforceBolt
      @SalesforceBolt  2 роки тому

      @@grahammcmillan8929 I got your point, please check below article for reference : help.survicate.com/en/articles/5141347-how-to-store-your-survey-responses-in-salesforce-custom-object

  • @sourabhbhattacharjee717
    @sourabhbhattacharjee717 3 роки тому +1

    Great information.... thanks ....

  • @kumarik9027
    @kumarik9027 2 роки тому +1

    Hi,
    Can you make a video on how to add/remove rows dynamically in LWC?

    • @SalesforceBolt
      @SalesforceBolt  2 роки тому

      Hi, could you please elaborate what exactly are you looking for?

  • @pravallika2790
    @pravallika2790 5 місяців тому

    Is it possible to make visibility for specific user only not for other users(interview question asked for me)

  • @sonambatra5754
    @sonambatra5754 3 роки тому +1

    Very nice

  • @deekshaverma7308
    @deekshaverma7308 2 роки тому +1

    If once we create dynamic form thn if we changes in page layout so why that changes are not showing dynamic form . How to disable the dynamic form ?

    • @SalesforceBolt
      @SalesforceBolt  2 роки тому

      Edit the page --> Delete the dynamic form component using trash icon, then go back on the left hand-side up on "Components" and drag and drop "Record Detail" instead - that will be the actual Page Layout and not Dynamic Forms.

  • @priyankamodani3519
    @priyankamodani3519 Рік тому

    I guess it is available for standard objects also from current release, could you please confirm if we can use it on Opportunity?
    And also can we show the pop-up of a section on certain criteria in dynamic forms?

    • @kanjanas3802
      @kanjanas3802 Рік тому

      Is it available for standard objects too??

  • @SFDCGirl
    @SFDCGirl 3 роки тому +1

    Amazing Video!

  • @pramodaswal1589
    @pramodaswal1589 3 роки тому +1

    thanks man. it was really helpful.

  • @royaldeal6525
    @royaldeal6525 2 роки тому +1

    You are a top guy

  • @ashishprashar6000
    @ashishprashar6000 3 роки тому +1

    Can we access dynamic forms in Salesforce classic

    • @SalesforceBolt
      @SalesforceBolt  3 роки тому +1

      No it's only available in lightning experience !

  • @thirumalareddy9822
    @thirumalareddy9822 3 роки тому +1

    Nice

  • @srikanthagowda6252
    @srikanthagowda6252 Рік тому

    how to share the form to get details from customers

    • @SalesforceBolt
      @SalesforceBolt  Рік тому

      Hi, you can make it publically available and share with your customers over email.

  • @flaviadcosta9673
    @flaviadcosta9673 3 роки тому

    With Dynamic forms - it is possible to see a field before saving and not after the record is saved?

    • @SalesforceBolt
      @SalesforceBolt  3 роки тому

      Hey are you looking for a specific scenario ? Could you please elaborate the requirement !