🎯 Feature Spotlight: How Dynamic Forms (and the New Lightning Page Layout Editor) are Changing the Game in Salesforce

There are some Salesforce features that sneak in like background NPCs and then slowly become main characters in your org. Dynamic Forms? Yeah, they’re the unexpected fan favorite—like that side character in a sci-fi show who suddenly has an entire spin-off series.

Now paired with the revamped Lightning Page Layout Editor, Dynamic Forms are bringing some major main character energy—especially for those of us who live and breathe Service Cloud. Think faster load times, cleaner UI, more responsive layouts, and less field sprawl. Let’s get into it.

🚀 Why You Should Care (Even If You Think You Don’t)

If you manage customer service or contact center operations, Dynamic Forms can make your agents' lives wildly better. Here's why:

• Cleaner layouts: No more mile-long page layouts. Display only what matters right now.

• Faster performance: Fewer fields = less load time = faster agent response.

• Field visibility rules: Show/hide fields based on data (e.g., case status or customer type).

• No more multiple page layouts: One page, dynamically tailored.

As someone who works with small and medium-sized businesses trying to scale support operations without turning into a corporate Frankenstein of redundant processes, I cannot emphasize enough: this is a quality-of-life upgrade. And we love those around here.

🧰 How Dynamic Forms Work (in Plain English)

Dynamic Forms let you drag and drop fields and sections into the Lightning App Builder UI directly, and apply visibility rules per field or section. That means layout control lives with your admin—not buried in the old Page Layout editor.

Previously, if you wanted to hide a field based on a condition, you needed to use Record Types or throw a formula field at it and hope for the best. Now? Just build a rule into the layout. 🎯

🛠️ Step-by-Step: How to Set Up Dynamic Forms in Salesforce

⚠️ Note: As of Spring ‘25, Dynamic Forms are supported on custom objects and a growing list of standard objects like Case, Contact, and Account. Check Salesforce documentation for the latest updates.

1. Go to Lightning App Builder

• Navigate to Setup → Object Manager

• Choose your object (e.g., Case)

• Click Lightning Record Pages

• Create a new page or edit an existing one

2. Upgrade the Record Detail Component

• If you're starting from scratch, choose the "Record Page" template

• Drag the "Field Section" component onto the page

• You'll be prompted to "Upgrade Now"—this converts the classic layout to Dynamic Forms

• Choose which fields/sections to move over

3. Drag and Drop Your Fields

• Fields can now be added individually—hello, granular control

• Arrange them into Field Sections for organization

• Pro tip: Give sections headers like "Customer Info" or "Internal Use Only" so agents know what’s what

4. Add Visibility Rules

• Click on any field or section

• Select "Set Visibility Filter"

• Define rules like “Show when Case Type = Technical Issue” or “Hide when Status = Closed”

• Save your layout

5. Activate the Page

• Click Activation

• Assign it by App, Record Type, or Profile—or all three

Boom. You’ve got a dynamic layout that adapts like a shapeshifter in a sci-fi drama. No more Frankenstein layouts. No more asking developers for minor changes. Just drag, drop, rule it, and move on.

💡 Real Talk: What This Means for Contact Center Teams

Let’s say your agents work on B2B and B2C customer cases. Each needs different fields—B2B wants contract info, B2C wants order details. With Dynamic Forms, you don’t need two page layouts. Just use visibility filters and let the page adapt to the record.

Benefits:

• Less training time: Agents only see what they need

• Faster case handling: No hunting for fields

• More control for admins: No code, no stress

• Improved agent experience: Happy agents = happy customers

👋🏼 Need Help?

Let’s be real—getting started with Dynamic Forms can feel like trying to assemble IKEA furniture with instructions in Swedish. That’s where I come in.

If you’re a small or medium business ready to level up your support operations, I’ll help you get Dynamic Forms implemented in under 30 days with my Service Cloud Quickstart Program. No jargon. No bloat. Just clean systems that scale.