Day 15 | Salesforce Bootcamp 2023 | Dynamic forms, Quick & Global Action, App Exchange, Extensions

Introduction

This tutorial provides a step-by-step guide based on Day 15 of the Salesforce Bootcamp 2023, hosted by Sanjay Gupta. It covers important topics such as dynamic forms, quick and global actions, the App Exchange, and extensions in Salesforce. This guide is designed for anyone looking to enhance their Salesforce skills, whether you're a beginner or looking to refine your knowledge.

Step 1: Understanding Dynamic Forms

Dynamic forms allow you to customize the layout of your Salesforce record pages based on user criteria.

• Create a Dynamic Form:

  1. Navigate to the object for which you want to create a dynamic form.
  2. Click on the "Record Page" layout.
  3. Select "Edit" on the Lightning App Builder.
  4. Add components like fields, sections, and visibility filters.
  5. Define rules for displaying fields based on user attributes or record values.

• Practical Tip: Use visibility rules to show or hide fields based on user profiles to enhance user experience.

Step 2: Implementing Quick and Global Actions

Quick and global actions allow users to create records or perform tasks quickly.

• Create Quick Actions:

  1. Go to Setup and search for “Object Manager”.
  2. Select the desired object and click on “Buttons, Links, and Actions”.
  3. Click on "New Action".
  4. Choose the action type (e.g., Create a Record, Update a Record).
  5. Configure the fields that should appear in the action layout.

• Create Global Actions:

  1. In Setup, search for “Global Actions”.
  2. Click on "New Action" and select the action type.
  3. Define the action layout similar to quick actions.
  4. Add the global action to the Salesforce Mobile and Lightning Experience Actions.

• Common Pitfalls: Ensure that the user profiles have access to the actions you create, or they will not be able to see them.

Step 3: Exploring the App Exchange

The App Exchange is a marketplace for Salesforce applications and integrations.

• Finding Apps:

  1. Visit the AppExchange website.
  2. Use the search bar to find specific applications or browse categories.
  3. Review ratings and read user reviews to gauge the effectiveness of an app.

• Installing Apps:

  1. Click on the app you want to install.
  2. Select "Get It Now" and follow the prompts.
  3. Choose the appropriate installation option (Install for Admins, All Users, or Specific Profiles).

• Real-World Application: Utilize apps that enhance your Salesforce experience, such as data management tools, reporting enhancements, or user interface improvements.

Step 4: Utilizing Extensions

Extensions in Salesforce enhance functionality and improve user experience.

• Adding Extensions:

  1. Go to Setup and search for “Installed Packages”.
  2. Click on "Select Packages" to find available extensions.
  3. Review and install any necessary packages to extend your Salesforce capabilities.

• Practical Tip: Regularly check for new extensions or updates to existing packages to keep your Salesforce environment optimized.

Conclusion

In this tutorial, we covered the essentials of dynamic forms, quick and global actions, the App Exchange, and extensions in Salesforce. These features can significantly enhance your Salesforce environment, improving user experience and productivity. For continued learning, consider following the full Salesforce Bootcamp series and participating in live sessions for interactive support.