Dynamic Forms
Dynamic Forms is a Lightning Experience feature that allows fields and form sections to be placed individually as components on record pages with visibility and read-only rules applied.
Definition
Dynamic Forms is a Lightning Experience feature that allows fields and form sections to be placed individually as components on record pages with visibility and read-only rules applied. Unlike traditional page layouts, Dynamic Forms enable conditional visibility at the component level for enhanced user experience.
In plain English
“Dynamic Forms is a Lightning feature that lets you place individual fields and sections on a record page as components, instead of using one big page layout. Each field can have its own visibility rules, so you show different fields to different users based on context.”
Worked example
The admin at Kingbridge Bank rebuilds the Loan record page using Dynamic Forms. Rather than one monolithic page layout where every field shows for every user, she places each field as an individual component. The Loan_Amount__c field shows for everyone; the Borrower_SSN__c field shows only when the user has the Lending Specialist permission set; the Underwriter_Notes__c field is read-only unless the user's role is Underwriter. Component-level visibility rules replace what used to require multiple page layouts and record types. The same Loan page renders differently for an originator, an underwriter, and a customer-service rep - driven by Dynamic Forms rules, not by switching layouts.
Why Dynamic Forms matters
Dynamic Forms is a Lightning Experience feature that allows admins to place fields and form sections individually on Lightning record pages, with conditional visibility and read-only rules applied at the field level. Unlike traditional page layouts (which control the entire detail section as a single block), Dynamic Forms breaks the form into individual components that can be added, removed, or hidden independently using Lightning App Builder.
The result is much finer-grained control over what users see. Different fields can show or hide based on the record's data, the user's profile, or other context, without building separate page layouts for every variation. This dramatically simplifies maintenance for orgs that previously relied on multiple page layouts to handle different user populations or record states. Dynamic Forms is the modern recommendation for building Lightning record pages and is rapidly replacing the older page layout model for any object that supports it.
How organizations use Dynamic Forms
Migrated their Account page from a monolithic page layout to Dynamic Forms. Different fields now show or hide based on Account type without needing separate page layouts.
Uses Dynamic Forms with conditional visibility to show compliance fields only when the record's industry requires them. Most users never see fields that don't apply to their work.
Built a Patient page with Dynamic Forms where clinical fields show only for clinical staff and administrative fields show only for admin staff, all from a single record page.
Trust & references
Straight from the source - Salesforce's reference material on Dynamic Forms.
- Break Up Your Record Details with Dynamic FormsSalesforce Help
- Migrate a Record Page to Dynamic FormsSalesforce Help
Test your knowledge
Q1. What does Dynamic Forms enable?
Q2. What's the advantage over traditional page layouts?
Q3. Where is Dynamic Forms configured?
Discussion
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