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Aria Niazi

Dynamic Forms for Contact Standard Object

Accounts & Contacts

This idea was created to track feedback and progress about enabling Dynamic Forms for the Contact standard object. This is a continuation of the work that was started based on one of the top IdeaExchange ideas: "Dependent page layouts - data rules to show, hide, or make fields/sections req'd" (https://trailblazer.salesforce.com/ideaView?id=08730000000Brox), which resulted in the creation of the Dynamic Forms capability. Help us understand the value of having Dynamic Forms for Contacts by adding use cases and the impact it would have at your organization in the comments below.

New to Dynamic Forms? The more fields that you have on your page layout, the more that the Record Detail component becomes a monolithic block of fields that you can’t customize. With Dynamic Forms, you can migrate the fields and sections from your page layout as individual components into the Lightning App Builder. Then, you can configure them just like the rest of the components on the page, and give the users of that page only the fields and sections that they need. Learn more here: https://help.salesforce.com/articleView?id=dynamic_forms_overview.htm&type=5

Also, check out the Dynamic Forms and Actions group in the Trailblazer Community: https://sfdc.co/dfactionstb

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Comments ( 22 )

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Corrine Allard - 2 days ago

Contacts, Accounts and Cases are the main ones. But I think Contacts the most.
- Flag

Schaeffer Warnock - 7 days ago

We manage account contacts, candidates, and employees all in the Contacts object. Though we have record types, this is still very limiting because there are multiple fields that apply to both candidates and employees but are only relevant based on their employment status... Please make this happen Salesforce!

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Peter Bender - 14 days ago

Of course! Such differences between standard and custom objects are a continal annoyance on the platform for builders and confuse most users.
- Flag
Mohamed Chriyaa - 17 days ago

YES, PLEASE!

It will be a useful addition, similar to the account one.

Yes to both!

https://trailblazer.salesforce.com/ideaView?id=0874V0000015KTQQA2
- Flag

Jen Perlee - 22 days ago

Yes please loving dynamic forms but really need it for standard objects. Mostly for us Contacts and Accounts. We are a higher-ed institution and dealing w/ school account plus business accounts having the abilty to show differnt sections based on account types would be great. Same and probably more important would be for the contact object. We have various different contacts types (Traditional Stundet, Applicants, Business contacts, Grad students, etc.) and having different sections show for contacts would be amazing.

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Harshal Chowdhary - 2 months ago

Our contact detail page has become a clutter of fields. This will help us configure & segregate fields as individual components under contact tabs.
- Flag

Brandon Mead - 2 months ago

If a contact is a veteran, we collect their branch of service, VA medical center, and other military information. If they are not a veteran, we have an entire section of blank information on the contact page which clutters the page and makes it look like we don't have complete information for the contact.

Adding the Dynamic Form ability to Contacts would easily fix this problem by making the various military information fields dependent on the Is_Veteran Checkmark Field.

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Andrew Mugford - 2 months ago

I really love this on custom objects, but where I really need it is on the contact object.
- Flag
Christopher Wagner - 2 months ago

I won't be using Dynamic Forms until it is available on *all* standard objects.
- Flag
Laís Torres - 2 months ago

Created a new one to contract object! <3

https://trailblazer.salesforce.com/ideaView?id=0874V000000EMEjQAO
- Flag
Marcel Hobizal - 2 months ago

Dyanmic Forms are amazing! This should have been developed for ALL objects in Salesforce - not only custom objects. Salesforce make this happen!!
- Flag
Simon Bocca - 3 months ago

Yes please!
- Flag

Luisa Gelfand - 3 months ago

Our use case is that we have high net worth Board Members whose contact information is tracked in the Individual object which is visible to all of our users. We need to implement conditional field visibility permissions dependent on a combination of User Profile and Record Field Values (Board Member checkbox).

Only certain profiles should be able to see the contact information fields for these Board Members. However, we cannot implement Profile based field security permissions because all users must see these fields for non-Board Member individuals. We can't create separate fields or a separate object for Board Members because that would break our Pardot integration.

Dynamic Forms were going to be our godsend to at least hide the Contact Information fields the page layout. These fields would still be visible from reports but at least not on the page layout. Since Dynamic Forms aren't an option for Contacts/standard objects, we had to build a workaround using a Custom Action and remove the fields from the page layout itself. That workaround has now resulted in issues with our LinkPoint integration into Outlook which depends on the page layout that is now missing these information fields.

I can't believe this Dynamic Forms was only rolled out for Custom Objects. We're building work arounds upon work arounds upon work arounds and causing more issues. It's pretty obvious that nonprofits would need a way to track contact information while protectin that information and only making it visible on an as-needed basis. However, it seems Salesforce does not support this at all. If anyone has ideas, please let me know!

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Jon Cline - 3 months ago

Thank you!
- Flag

Hanna Sandoval - 3 months ago

We would love to only show certain fields in a certain order to certain profiles. Instead of managing many different page layouts (which is why we have not done such customization), it would be more efficient to do this via dynamic layouts.