Executives need accurate reports to make objective decisions for businesses. The Dynamic Forms feature can help in this area by optimizing Salesforce page layouts for different users.
These page layouts can be configured based on conditions so that Salesforce users only view relevant data and end up generating accurate reports. This is one way to generate more precise reports within Salesforce.
Join us in the article below as we uncover what the Dynamic Forms feature from Salesforce is capable of. We also give you a robust alternative to consider, so stick around until the end.
Let’s get started with the basics!.
What are Dynamic Forms in Salesforce?
It’s a feature from Lightning Experience that can be used to customize the layout of forms for Salesforce records. Previously, if you wanted to customize forms, you would have to configure multiple page layouts. In some cases, you would also need custom coding.
With Dynamic Forms, you can move records around on your page as you want. Movement of Salesforce records can be applied from the:
Page Layout Level
Individual Fields
Section Levels
There are many more, but here are three features that you gain when you enable Dynamic Forms in Salesforce:
1. Customization of Pages on the Field Level
Administrators can use Dynamic Forms to arrange fields and sections on a page according to their business requirements. This feature is important for giving different teams control of their Salesforce interfaces.
By designing intuitive Salesforce user interfaces, teams can quickly find accurate and relevant information. This, in turn, streamlines the creation of reports.
2. Data Visibility Based on Conditions
The Dynamic Forms feature is also used to make fields or sections invisible. This means that you can show or hide Salesforce data on a page for specific conditions. This is achieved by setting up fields or sections to show or hide based on field values.
Thanks to Dynamic Forms, you can build custom Salesforce interfaces to organize data better. Salesforce users will also only see information that is relevant to their projects. It’s a handy feature to declutter workspaces and generate reports faster.
3. Optimized Performance of Salesforce Pages
Dynamic Forms helps you set up streamlined pages that only load essential fields and sections. You can configure these pages to display only necessary data based on what users need to interact with. In this way, the Dynamic Forms feature makes Salesforce pages load faster.
Building Salesforce Reports with Titan’s Dynamic Forms
Although Dynamic Forms can assist with data organization, it does have a few limitations. One of them is that Dynamic Forms is not available in all Salesforce editions.
Another limitation is that Dynamic Forms only works with custom objects and some standard objects. The standard objects that Dynamic Forms supports include:
Account
Contact
Opportunity
Lead
Case
Campaign
If you want an alternative solution for creating dynamic Salesforce forms to generate reports, we suggest Titan. This platform integrates directly into Salesforce, so you get dynamic layouts for forms.
Connecting Titan to Salesforce can be accomplished in four steps without code:
Open up the Titan Dashboard and click on the Settings tab.
Then, click on Integrations and scroll through the list until you can see Salesforce.
Click the Authenticate button next to Salesforce.
Log into your Salesforce account with your username and password when the notification window opens.
Businesses use Titan’s dynamic forms to enhance user experiences for employees and customers. Let’s take a look at some features to see why they are so popular on the AppExchange marketplace.
Dynamic Page Layout for Salesforce Reporting
With Titan, you can manage the layout of your Salesforce pages. This means you can arrange fields and sections in your Lightning App builder without using the Page Layout editor.
For a Salesforce dynamic page layout that shows or hides fields and sections, you can use Titan. It accomplishes this functionality by using visibility rules on your forms.
100% Data Accuracy
Titan keeps Salesforce data accurate by ensuring that the mapping of objects is done correctly. Using no-code methods, you get a faster way to set up your configurations. You can do the following actions when working with Salesforce objects:
Select elements in forms.
Map data in forms between Titan and Salesforce.
Add conditions to elements in forms.
With Titan Forms, you get to eliminate coding and data entry errors. Your employees will be able to access only the most relevant fields to ensure their analyses and reports are accurate.
Read and Write from Multiple Objects in Real-Time
Titan also has the capability to read and write from many Salesforce objects. So, when you build dynamic forms with Titan, you can work with standard and custom objects. This complete solution means you can create dynamic forms that match the needs of your business objectives.
Show Fewer Record Types and Record Details
Titan Forms upgrades the traditional layout of dynamic forms in Salesforce by allowing you to arrange fields and sections the way you want. These features simplify page layouts and make them easier to read.
When you can see fewer record types and details, you get to find the information you want faster for reports. Additionally, displaying less data decreases the load times for your devices.
Overall, this feature improves the experience of all employees using Salesforce forms.
Titan: Dynamic Form Builder in Salesforce
From these few features, we can see that Titan Forms is a powerful app. There are other useful components from this app that enhance dynamic forms for Salesforce.
For example, you can add junction objects, lookup fields, and formulas to your Salesforce forms. We suggest you check out Titan’s official website for a full feature list.
Salesforce Dynamic Forms or Titan for Accurate Reports
Thanks for reading our article on Salesforce Dynamic Forms and Titan Forms. To summarize, you need well-organized user interfaces so employees can quickly find accurate and relevant Salesforce data. Decluttered page layouts also help to generate the best reports from Salesforce.
So, whether you choose to use the Dynamic Forms feature from Salesforce or the Titan Forms app, you can’t go wrong. Both techs can elevate user experiences by upgrading the layout of Salesforce user interfaces.
Good luck with your choice!
