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Dynamic Forms for Leads and Cases

Updated: Feb 17, 2023

Dynamic Forms is a feature that allows to create flexible and user-friendly Page Layouts. Every user is able to see relevant information at relevant stages of the process.


Spring’23

Before the Spring’23 release you could use Dynamic Forms only for Account, Contact and Opportunity.

Now this feature is available for such important objects like Lead and Case.


Just add any relevant fields to the page in Lightning App Builder and set their visibility conditions. For example, you can set the visibility of a field for certain user roles, profiles and/or stages of the Lead process.


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