Slaesforce FAQ

are dynamic list updates for salesforce available in lightning

by Reynold Block I Published 2 years ago Updated 2 years ago
image

Salesforce Admins, you asked and we delivered! The Summer ’22 release includes dynamic related lists for Lightning App Builder. Dynamic related lists are a top “True to the Core” request from our customers, and this new feature represents a major step forward in our low-code capabilities for Lightning App Builder.

Full Answer

What's new in Salesforce Lightning?

Coming soon, an event occurring in one component on a Lightning page, such as the user clicking on an item in a list view, can automatically update other components on the page. Dynamic Interactions lets admins create applications with components that communicate and transform based on user interactions, all in the Lightning App Builder UI.

Why should you use dynamic related lists in Salesforce?

They’ll love dynamic related lists because they can see the information they need in the place they expect without doing their own filter, sort, and search through related records. This lets them focus on getting the important stuff done faster, better, and without extra clicks. Give it a try and let us know what you think!

How do I upgrade my related list – single to dynamic?

Use the new Upgrade Now button to convert an existing Related List – Single to a dynamic related list and you’ll be instantly rewarded! The upgrade is instantaneous and gives you the power to add, remove, reorder, and sort your columns; this enables filtering customization, too.

What is dynamic interactions in Lightning?

Dynamic Interactions lets admins create applications with components that communicate and transform based on user interactions, all in the Lightning App Builder UI. It unlocks capabilities for admins that were previously reserved only for developers. How does it work? To get the most out of Dynamic Interactions, admins and developers work together.

image

What features are available in lightning console apps?

Required EditionsFeature or SettingAvailable in Salesforce Classic console apps?Available in Lightning Experience console apps?Interaction logsYesNoDynamic list updates (push notifications)YesNoDynamic record updates (push notifications)YesNoForget open tabsYesNo31 more rows

How do I upgrade to dynamic forms in Salesforce?

Dynamic Forms are available now! Simply go to the Lightning record page of a custom object and select the “Highlights Panel” or the “Record Detail” component, then you'll see the option to “Upgrade Now” and can choose between migrating an existing page or starting from scratch.

Is dynamic forms available for standard objects Salesforce?

Dynamic Forms are not available for standard objects in Salesforce – they are currently only available for custom objects. Due to the complexities of standard objects, Salesforce is working with various internal teams to roll out this feature for the most requested standard objects.

What are dynamic interactions in Salesforce?

Dynamic Interactions lets admins create applications with components that communicate and transform based on user interactions, all in the Lightning App Builder UI. It unlocks capabilities that previously were reserved only for developers.

Are dynamic forms available in Salesforce?

Dynamic Forms was introduced as one of the interactive elements in the UI upgrades roadmap in Admin & Lightning Keynotes at Dreamforce 2019. It's now available in Salesforce Summer '20 as a Non-GA Preview.

How do I create a dynamic form in Salesforce lightning?

You can start using Dynamic Forms in two ways.Create a custom object record page, then drag Field and Field Section components onto it.Open an existing record page and migrate its record details using the migration wizard.

How do I enable dynamic actions in Salesforce?

To enable dynamic actions for an Account, Case, Contact, Lead, or Opportunity on desktop, add or select the Highlights Panel component on the object's record page. In the Highlights Panel properties pane, click Upgrade Now and step through the migration assistant to migrate actions or start with new ones.

How do you add a field section in a lightning page?

Go to the “Fruit”(Custom Object) record page and click on the “gear” icon then click on “Edit Page” button. After it, you see new features appear in the Lightning App Builder, A new Fields tab in the component palette contains a brand-new standard Lightning Component called "Field Section" & "Field" components.

Can you create a form in Salesforce?

You can create Salesforce Forms with various Form Builder options and software available. Forms give you the ability to work on different fields and manage features like – progressive profiling. You can create web forms and send your data to Salesforce.

What is a dynamic interaction?

a model of personality and behavior in which individual development depends upon continuous, reciprocal interaction with the environment.

What are interactions in Salesforce?

An interaction log enables a Salesforce agent to take notes on various records. These records are the ones that appear on primary tabs. The user can create and customize different interaction logs for each task field. Interaction logs are a part of the Case Page Layout / Case Feed.

What is dynamic list?

Dynamic lists are “smart” lists that automatically add or remove prospects based on the criteria you set up. They’re easy to set up and they maintain themselves, which makes them a great choice for building lists around information that changes frequently.

When to use static list?

Use a static list when you have no reason to remove prospects, such as a list of all prospects who complete your Contact Us form. You can create this type of list with an automation rule or a completion action. Prospects who complete the form match the rule once and are added to the list. Can be adjusted manually.

What are the building blocks of dynamic interaction?

There are four major building blocks for Dynamic Interactions: Event: Anything that can trigger an interaction, such as a mouse click, a button press, or a change in a field’s value. Interaction: An activity that happens between the source and the target. Source: The item triggering the event. Target: The item that’s the target of the interaction. ...

Can Lightning Web Components be source components?

And the keystone for the whole process is a custom source component. Only Lightning Web Components (LWCs) can be source components, but any component (Aura or LWC) can be a target.

image

The Story

Image
Kai (they/them) and Rina (she/her) are an admin and developer team. Kai wants to give their on-the-go users an easy way to check the location of various accounts so they can plan efficient site visits, using a simple app page. Kai enlists Rina’s help to make this happen, and Rina suggests Dynamic Interactions. As a developer, Rina …
See more on admin.salesforce.com

It All Begins with Lightning Web Components

  • As we mentioned, it takes both admins and developers to make Dynamic Interactions shine. And the keystone for the whole process is a custom source component. Only Lightning Web Components (LWCs) can be source components, but any component (Aura or LWC) can be a target. How did Rina expose events from her source component? First, she fired standard JavaS…
See more on admin.salesforce.com

Configure Event Interactions in The Lightning App Builder

  • After Rina makes the event available in the Lightning App Builder via the Account List component, Kai connects the dots between the source and target components using a new Dynamic Interactions UI in the Lightning App Builder properties pane. If a component has events exposed, when you select it on the canvas, the properties pane for that component...
See more on admin.salesforce.com

New Additions to The Js-Meta.Xml File

  • As we promised earlier, here’s the js-meta.xmlconfiguration file for the sample Account List source component Rina created. Dynamic Interactions introduces two new <targetConfig>subtags that can be used in a source component’s js-meta.xmlfile to expose an event. 1. <event>: Exposes the event for Dynamic Interactions, which allows it to show up as an available event on the Event…
See more on admin.salesforce.com

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9