It's Magic! Salesforce Dynamic Forms - Beginner Tutorial

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  • Опубликовано: 11 сен 2024

Комментарии • 32

  • @AdamFoyston
    @AdamFoyston  3 года назад +5

    Let me know what you think of Salesforce's continued attempt to get rid of the need for code! Also, as always, any new suggestions for what you'd like to see are always welcome. Enjoy! Adam x

    • @pietgdgc
      @pietgdgc Год назад

      Will you make another video regarding this? the feature is now on all objects. however, i am struggling to get it to work on the page layout of opportunity products.

  • @carlossalvadorbaldo6570
    @carlossalvadorbaldo6570 Год назад +1

    Just in case you consider share this info in the channel/video description: Dynamics Forms will be available for following Standard Objects according to this roadmap:
    Winter ’23 - Account, Contact, Opportunity
    Spring ’23 - Lead
    Summer ’23 Case

  • @priyankapaul8210
    @priyankapaul8210 3 года назад +1

    Excellent video and explanation Adam..Thank you and really need more of your videos on process automation and page layouts.

  • @swapgud151
    @swapgud151 3 года назад +1

    Thank you So much Adam please keep doing more and more videos. I really like it and shared to couple of my frds too. Please do more videos on Flows.

    • @AdamFoyston
      @AdamFoyston  3 года назад

      Awesome! Thank you so much. Let me know if you have any suggestions for videos you’d like to see too. Cheers! Adam

  • @rlpena6
    @rlpena6 2 года назад +1

    Eagerly waiting for this functionality to arrive for standard objects.

    • @AdamFoyston
      @AdamFoyston  2 года назад +1

      To right! My clients are always asking if the fields can be shown only when they need to....but without using APEX, etc. Not sure why they are taking their time with it? Clearly some technical thing, or just wanted to get this standard one out the door first. Thanks for the comments :)

  • @enesodabas-xt7xb
    @enesodabas-xt7xb Год назад

    Another great video. Thank you so much.

    • @AdamFoyston
      @AdamFoyston  Год назад

      Thanks for watching! Hope they help!

  • @DJBremen
    @DJBremen 3 года назад +1

    Thank you sir, enjoying these!

    • @AdamFoyston
      @AdamFoyston  3 года назад

      Thank you!!! Much appreciated

  • @ShubhamSharma-dg8tt
    @ShubhamSharma-dg8tt Год назад

    Great tutorial man!!

  • @erutherfordify
    @erutherfordify Год назад

    Excellent!

  • @chaitanyasfdc385
    @chaitanyasfdc385 2 года назад

    You are perfect u gonna trending in indian salesforce community

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Haha - maybe one day. Thank you for the comments. :)

  • @CyrilOnForce
    @CyrilOnForce 3 года назад

    Great video again Adam! Cheers

  • @johnc4891
    @johnc4891 2 года назад +1

    Thanks for the video, would you be able to post a video on how to control the accordion defaults? The default is closed and when I open an additional field, it collapses the original. It would be nice to have them default to open. Keep up the great work!

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Hi - great question. TBH I've not looked at that. My guess (without looking right now) would be that you can either set that in the build of the page (in the Lightning edit side panel), open it out in the Lightning Page edit screen (so that it could save like that) or finally, try opening it out and then reloading page to see if it 'sticks'. One of those should make it open. Let me know how you get on :)

  • @pjlupo2070
    @pjlupo2070 Год назад

    Hi, thanks for the video. How do you go about making fields withing the hidden sections required? It can't be required in the standard way since it may be hidden so it would have to only become required after the condition to make it visible is first selected. But how is this done?

  • @Rubanth
    @Rubanth 2 года назад +1

    This was really cool Adam! Can you suggest me on the following, I have a custom object for single entry data filed,Is there any way that I can convert the same to multiple entry fields without any coding?

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Hi there,
      Thanks for the question. I'm not sure I understand your use case though. If you have an object with only one field, you can't create multiple data entires for one field. What is the use case? What is the functional need (i.e. are you trying to create a lead entry form to capture Name, Address, Number, etc?)

    • @AdamFoyston
      @AdamFoyston  2 года назад

      Basically, to have multiple fields for the user to enter data into, you need to have those fields created in the object and then displayed on the layout.

    • @Rubanth
      @Rubanth 2 года назад

      @@AdamFoyston I have the following 3 fields as the input Dealer Invoice : Invoice Qty : Retailer Name : This I want to conver as
      Row 1 : Dealer Invoice - Invoic Qty - Retailer Name
      Row 2 : Dealer Invoice - Invoice qty - Retialer Name
      ''''''''''''''
      ''''''''''''''''
      ''''''''''''''
      Like This I can add upto Row 50
      Is this possible without code , using Flows ?

    • @Rubanth
      @Rubanth 2 года назад

      @@AdamFoyston One correction, I need to enter the same fields multiple times

  • @swapgud151
    @swapgud151 3 года назад

    Hey Adam, Video of Salesoforce is not clear. Is there something you can do to view it cleary??

    • @AdamFoyston
      @AdamFoyston  3 года назад

      Hi there, have you tried clicking on the settings icon on the video and raising the video resolution to 1080p? That should help see things clearer even on full screen.
      Let me know if that works or if you still find issues. Many thanks

  • @ihorilkiv6328
    @ihorilkiv6328 2 года назад +1

    like + comment , thx :)