Salesforce Dynamic Forms In Action: A Case Study

The Customer

Our customer is a Healthcare company located in Phoenix, Arizona that owns multiple outpatient surgery centers. It uses Sales Cloud primarily for Patient Referral Management.

1. Conditional Display

Now when the user chooses Insurance as Payment Type, the Insurance lookup fields appear under Insurance Details. 

And when the user chooses “Patient” as Payment Type, another section called “Patient Payment Details” appears.

What’s more, there is a warning message on the bottom of the form signaling that it’s showing a new field due to the choice made at Payment Type. When the Patient pays by Check, choosing the Payment Type of “Check” brings up the field to collect “Check Number.”

For Credit Card Payments, our client wanted to be able to track the Authorization Number.

The updated design provides just that.

2. Breaking Up Page Layout

Have you ever wondered if you could break up your page layout and spread it out to get the maximum real estate out of your record pages? Before Dynamic Forms were available, we were at the mercy of the object specific page layout, without the ability to break up the page and rearrange it. Now you can, thanks to Dynamic Pages.

This is a screenshot of our Records Page, which has many different fields to track. You can see that the page layout is divided into two equal columns (this is necessary if you want to have two column layouts on both sides) Fields in Payment Summary section on the right side are in fact from the main record that is presented on the left side.

The information was arranged with an Accordion so users can collapse and expose only relevant fields.

In this example, one Procedure can have multiple Payment Records. You can see it as a Payment List, which conveniently lays out all the relevant information you want to see.