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From One Game-Changer to the Next: Enhancing Salesforce Dynamic Forms with Skuid

From One Game-Changer to the Next: Enhancing Salesforce Dynamic Forms with Skuid

Being a Salesforce Administrator is hard. But with the addition of Salesforce Dynamic Pages, life is about to get a lot easier for Admins everywhere.

If you attended Dreamforce 2019, you no doubt felt the excitement when Salesforce announced this release. Dynamic Pages lets you completely customize how and where you place fields in the Lightning Builder App.

In Summer ‘20, Salesforce released a non-GA preview of this feature, set to be generally available in Winter ‘21. In our new webinar series, Skuid Lead Product Manager, Matt Brown, shared what this means for Admins and how Skuid can help you enhance Dynamic Pages in Salesforce.

What to expect from Dynamic Pages

Salesforce calls Dynamic Forms “the next step in the evolution of Lightning record pages. It adds the ability to configure record detail fields and sections inside the Lightning App Builder.”

What does that mean for you? More granular customization options, the ability to show only contextually relevant fields, streamlined forms and pages, more administrative control, and a better user experience.

First, check out this Salesforce tutorial on how to enable Dynamic Forms at the org level. Once you’ve done that, in the Lightning App Builder a section on the left lets you pull individual fields into the page. This has the potential to save countless hours for Admins configuring numerous page layouts.

You can also set visibility criteria at the Lightning level, helping you control who sees what. And Salesforce lets you apply those same component visibility settings for buttons, links, and actions that you set on objects like Contacts and Opportunities.

How Skuid enhances and extends Dynamic Pages capabilities

Right now Dynamic Pages are only supported for custom record pages. But what if you need these capabilities for standard objects or more complex scenarios like multi-object experiences?

You want your salespeople obsessed with the customer experience and your support team engrossed in the cases they’re working. You don’t want to require that users bounce around Salesforce just to get critical work done.

But in order to integrate multiple objects into a single, seamless experience, you’d need to make a custom application with either complex declarative tools or custom code.

Both options are costly and increase technical debt and maintenance burdens, and here’s where Skuid can help.

Let’s say a user needs to see and edit account information from a site record page. They can’t currently do that with Dynamic Pages because Account is a standard object in Salesforce. Besides, they would also need to edit details for two different objects in the same record page. Skuid can bridge those gaps.

Skuid is a managed package on the AppExchange. To install it in your org, search for it in your Lightning App Navigation. Skuid is 100% native and will inherit all of your Salesforce user permissions and data model.

Once you’ve installed Skuid, the Skuid App Composer will let you build out a page to place into Lightning alongside your other Lightning components. Within that page, you can also configure dynamic formatting to surface fields that may need user attention. Using Skuid’s Design System Studio, you can do all this without CSS.

 

Now that more organizations are turning to remote work, it’s more important than ever to rehumanize the work experience. By creating reusable design patterns to enlist throughout Salesforce, you decrease cognitive burden for users, driving them to the tasks that need their attention most.

And while Admins can do all of this in a back office app, they can do it in a Lightning Community too. For further information, watch the full Enhance Dynamic Pages webinar.

That’s just the start of how Skuid helps you customize Salesforce apps painlessly. Want to learn more? Check out the next webinar in the series where we’ll apply this same time- and code-saving approach to something more topical as businesses begin to open: an app for employees to report on their health.

Product Manager

Before becoming a product manager at Skuid, Matt worked with over a hundred Salesforce and Skuid customers as a solutions engineer. He loves watching Avatar:TLA with his wife, finding salamanders in the woods with his kids, and talking about unique UX requirements.