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Table of Contents

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00:00 - Introduction 00:00 - Release Notes 00:28 - Get Started 01:58 - How we work now 02:36 - History of Dynamic Forms 04:20 - What is being delivered 04:38 - Setting the Scene 05:24 - JDDemo 10:50 - Setting up the Lightning Pages 11:59 - Convert the Page Layout 12:58 - Record Types and Page Layouts 13:47 - The Converted Page 14:08 - Mobile Layouts (not covered) 14:43 - Lightning Page Issues 16:30 - The Rules for Classic Page Layouts 17:34 - Compact Layouts and Hovers 19:22 - Building the Lightning Page 20:22 - No Record Previews 21:40 - Conditional Visibility of Sections 22:42 - The Fields Panel 23:51 - Weirdness with placing fields 24:51 - Why do Reports work different to Pages? 25:53 - You can add in bulk, but not delete bulk 27:01 - No Related Records Fields 28:26 - View the Page 29:30 - Comfy vs Compact Layouts 30:00 - Differences between components 30:44 - Layout Display Issues 32:34 - SLDS vs Salesforce 34:50 - Narrow Column Field Sections 37:06 - No Blank Spaces Hack 38:26 - What will be our new Best Practices 38:48 - Section Headings 39:11 - Save takes a little longer 40:03 - Conditional Fields 40:58 - If you build it, will they want it? 41:10 - Set Conditional Visibility on Status 41:45 - Tips for Conditional Visibility 42:32 - Testing Conditional Visibility 43:39 - Conditional Visibility during Edit 43:57 - Required Fields 46:02 - Using the Edit Button 46:53 - Conditional Sections 48:07 - Field Sections in Tabs 48:56 - Multiple of the same field 50:55 - Required Fields on Related Record Comp 52:12 - Will the users cope? 52:35 - Can we remove Standard Page Layouts? 53:40 - Dynamic Actions 58:41 - Detail Page Links 59:32 - Set up Conditional Actions 59:56 - Why no Conditional Tabs? 1:00:12 - Test Conditonal Buttons 1:00:52 - Set 10 Buttons to display 1:02:38 - Cloning 1:07:53 - Bottom Line (NOTE: Don’t follow my idea here - see below re editing!!) 1:10:07 - Layout Best Practices 1:12:26 - What makes a good page 1:13:18 - Next Steps

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  • Control fields only - that don’t take your field limits and don’t need to be set up like a field - maybe that’s asking too much.

  • Collapse sections in the edit layouts, without having to do accordions, or conditional accordions.

  • A quicker way to reposition sections.

Developer Stuff

The details are in the Flexipage Metadata API https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_flexipage.htm

The Facets have weird names when you create them via the UI. I need to determine if you can name the Facets anything (eg if you want to hand-craft your layouts, or copy and paste layout sections).