Dynamic Forms on Salesforce Standard Objects

In the latest release Salesforce finally let us to migrate fields and sections from page layout to any place on the record page as individual components. This of course means, that you can set visibility of those fields and sections individually. Unfortunately it all works on Custom Objects only… Or not? Though Dynamic Forms really work just on Custom Objects, I will show you easy workaround for Standard Objects.

In the tutorial we will display Shipping Address on Account in the right region aside from the rest of the record. To accomplish this we will use Lightning App Builder to create new Record Page for Contact object and quick action to create custom section layout. For this interesting idea I would like to thank my colleague Emma Peeters, who introduced the workaround on my recent project.

Update Account page layout

First we will remove the Shipping Address Section from Page Layout on Account Object.

1. Go to Object Manager → Account → Page Layouts → Account Layout and remove Shipping Address altogether.

Create Quick Action

This is the core of our workaround. We will use quick action to create layout from fields we want to display in separate component. When we are done, we will just place it on Record Page.

1. Go to Object Manager → Account → Button, Links and Actions
2. Create New Action
• Action Type: Update a record
• Standard Label Type: None
• Label: Shipping Address
• Name: ShippingAddress
3. 3. Place Shipping Address on the layout

Create Record Page in Lightning App Builder

We’ve created our “Dynamic Form” as a Quick Action and now we need to display it. For the purpose of our tutorial, we will use right column.

1. Open any Account
2. Click on the Gear icon in the top right corner and select Edit Page
3. Search for Related Record in the Standard Component List
4. Add the component to the right region and configure it
• Header Label: Shipping Address
• Lookup Field: Use This Account
• Update Action: Shipping Address
• Create Action: Empty

Our job is done! Make it useful now and never discuss this (or anything else) on the Clubhouse.