Idea Details

Created a new one to contract object! <3

https://trailblazer.salesforce.com/ideaView?id=0874V000000EMEjQAO

Yes please!

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!

Thank you!

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. 

Contact is one of the most critical objects for nonprofits (any org that is person-focused enough to be using the HH Account model) so it will be really powerful to get dynamic forms here. 

+1, looking forward to have Dynamics Forms globally available for all the Standard Objects

Our users want a highlight version of Contacts on mobile and the ability to see fuller details on desktop.  We've been using Actions as a workaround, but its limiting. Not sure if it's included, but it would also be helpful to make related lists dependently available for mobile. 

Our use case is that we have contacts that have multiple roles at our organization (donor, volunteer, participant, etc.).  It doesn't make sense for those roles to be separate record types because they are often both a donor and a volunteer (for example).  Being able to conditionally show the "donor" fields only if they are a donor and the "volunteer" fields if they are a volunteer would significantly improve our user experience and not show lots of empty fields when a contact only has a single role.

Cannot wait for this functionality on Contact records!

The help feature on the lightening page design tells me that I have too many fields on my details page so it may be slowing down the page load.. Plus, I have sensitive fields that are only used by one department that I would like to segregate and use permission sets to make for their eyes only. Being able to segregate each section on the detail and related pages so I could add them to new tabs would help me greatly. 

It would be great to have the ability to show different fields on a contact record, depending on the record type of the contact's account, without restoring to defining separate record types for the contacts also.