The digital imperative has accelerated for every CIO. Organizations must build apps fast to respond to ever-evolving business and economic changes. This is where the power of the Salesforce Platform shines, empowering everyone to innovate fast and scale with confidence using low-code builders. Drag, drop and deliver modern apps that increase employee productivity with Lightning App Builder. Automate processes that improve operational efficiency with Flow Builder. Ultimately, delight every employee and customer with modern experiences that do not sacrifice enterprise quality, all without having to code.
At Salesforce, our roadmap is driven by listening to our customers. And today, we are delivering two new highly requested capabilities to Lightning App Builder — Dynamic Forms and Dynamic Actions.
What are Dynamic Forms and Dynamic Actions?
Dynamic Forms is the ability to configure the behavior of forms as people fill them out. With Dynamic Forms, every engagement is data driven and responsive in real time to user input. Dynamic Actions further guide people through the experience with intuitive next steps. These features are a powerhouse of innovation for businesses to easily build and scale productive and engaging experiences that surface the right information at the right time to the right person without code.
Why are Dynamic Forms and Dynamic Actions Important?
Dynamic Forms and Actions are important for every company looking to transform into the digital world and embrace modern architectures. Apps of the past were static, trigger based, batch updated, and hard coded. Apps of today are dynamic, event driven, real-time, and responsive. Dynamic Forms and Actions further the power of the Salesforce Platform with its seamlessly integrated event, identity, and security model and its ability to build apps from components that serve as interchangeable building blocks. They can be combined with other platform services, including Flow, Einstein, Mobile, and Collaboration, and unlock the possibilities of a composable enterprise.
In fact, automation by Flow Builder has been surging on the Salesforce Platform. In March 2020, we’ve seen 3.25B+ processes automated, an increase of 25% YOY, and 161M+ visual screenflows launched, an increase of 83% YOY, to help with repetitive tasks like closing cases or onboarding new hires. This helps increase productivity, improve efficiency, increase data quality, and provides peace of mind for security and governance.
How do Dynamic Forms and Dynamic Actions Work?
Dynamic Forms transform static data entry forms into responsive experiences that are intuitive and easy to use. You can place fields and sections anywhere on the page to provide structure and organization for the information. Further, you can ensure people stay focused by setting rules to only show certain fields based on other field values, for example only when a checkbox is selected or when a picklist has a certain value. Experiences can be personalized further by only showing data to people based on their role, location, or other identifying information.
Dynamic Actions allow you to control the set of next steps, or actions, that are available in an experience. As with Dynamic Forms, you set the rules for when actions are shown based on field values or user information. This ensures that people only see actions relevant to them at the right time.
Here’s an example of how these innovative capabilities can be used. Job candidates provide multiple documents and pieces of information when applying for a role – including salary information, resumes, job history, legal status and references – but not everyone in the hiring process needs to see it all. Using Dynamic Forms, you can quickly add visibility rules that surfaces different candidate information to the recruiter, HR department, hiring manager and interviewers. And with Dynamic Actions, you can assign specific actions for each person involved in the hiring process to ensure they are aware of next steps to move the candidate along. After the candidate is hired, users can leverage flow automation to create an onboarding journey that helps hiring managers assign the right equipment to their new hire, ensure they receive necessary training, and provide them with credentials to access online tools.
“This is huge,” said Amber Boaz, Trailblazer and Salesforce MVP. “Dynamic Forms and Actions will allow me to create pages once and reuse them multiple times, all without any custom coding, managing permissions or moving between environments to get an app built. This won’t just make my life easier – it will make my organization more efficient overall.”
Tune into Salesforce’s #LowCodeLove event today, May 7, 2020, at 11am PT to learn more. Event registration information can be found here.