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Admin: Salesforce features that might help you!

06/05/2024

Salesforce has a lot of functional units, features or great things, but also bad things. As you undoubtedly know, every year we have 3x release updates that add new features to these features or modify existing ones. I don't want to write a summary of release updates (by the way, those are always easy to find), but rather to look at the interesting ones that can help admins. And thus their customers.

Dynamic forms

How I love them!Thank God so much for making us see this great thing after all these years.Yes, it's been with us for a while now (since Winter 2023 if I'm not mistaken).Sure, it has its faults, one of which I may have described here. But still! For me, it's absolutely perfect.

And what's it all about?

We can say it's a layout replacement. This means that everything is controlled from the Flexi Page (Lightning Page).So all the fields that are needed on the layout are placed directly into the Detail component on the Page.It is possible to set filtering on it, both for entire sections and individual fields.At the field level, you can also set whether the field is required or read-only.

Another amazing thing is that you can add fields from higher (master) objects! So if you want to have some information from Account on Contact, just add a field and you're done.No formula fields or similar miracles.

Another point I'm very happy about is that Dynamic form eliminates the nasty jumps on the layout. To give you an idea, you have a multi-select picklist and only one - text - field next to it.What does the layout do? It's going to break it. What does dynamic form do? It flattens it!

Standard Layout
Standard Layout
Dynamic Form
Dynamic Form


Why go ahead and start using it?

  • Speed
  • Clarity
  • Filter options (not only at the field level, but also at the profile, permissions or device level)
  • Adding fields with Master object
  • Setting fields (required, read only)
  • Simplicity
  • Better design

Tested in practice, with several record types, multiple fields, several objects, several projects.

Psst! Summer 24 will bring even more improvements - when creating a new field, it will be possible to add it directly to Dynamic form.

Dynamic Related List & Mass update action on Related List

We will still stay on the topic of "dynamism". We just move from the data model to the related tab.

Dynamic related list is again a cool feature that finally helps with

  • Filtering in list view
  • Allows you to select a parent record
  • Set the view type
  • Define fields for the view
  • Sort by a specific field

...and add a Mass update action too!

Setup is very easy and quick. In combination with Dynamic form it makes sense, everything is handled at the Flexi page level. Where does the standard page layout go? This is much better.

Let's take a look at one more thing - Mass Update Action on the Related list. Since the last update this is finally possible. Yay!

How does it work? To demonstrate and explain, let's do a mass update action that will update the status on Contact. First we need to create the action and then edit its layout.

Then we need to move to the Flexi page, find the required Dynamic Related list and add a new action in its settings.

There we go! The setup is - again - simple, but the result can please many users.

When can it come in handy? Hm, for example, if you want to close multiple cases at once for a given customer, change the status and so on. You could find plenty of examples.

Intelligence View

At first I couldn't get into it at all. It took me a while to get a feel for it and realize that it can actually help end users extremely when working with their customers. So what is Intelligence view brought to the table?

It's basically a new list view for Lead, Contact, Account that shows different metrics (slightly different for each object).

  • Upcoming: Upcoming activity for records.
  • Due Today: Today's deadline for activity
  • Overdue: Outstanding activity for records
  • No Upcoming: Records with no upcoming activity
  • Idle: Records with activity but more than 30 days ago
  • No Activity: Records with no activity
  • Total Number: Number of records that met the filter criteria

Turning it on is easy, just switch from List view to Intelligence view or vice versa. Yes, you can still use both and it's user specific.

If you don't see the option to switch, you most likely need to go to setup and search for Intelligence view there. However, it should be turned on automatically.

I'm curious to see how the usability of this feature will move forward. I think we'll see more and more of this solution as time goes on. And not only for the objects mentioned above. For example, with Case, I can already think of ways it could help.

What's missing

In the end, it's longer than I originally wanted and I missed a lot of things.

Do you have any recommendations for features you'd like to share? Email: info@salesforcestuff.org

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