Be An Innovator with Dynamic Pages

Use Dynamic Forms and Actions to build smart, contextual experiences your users will love. Join the Be An Innovator with Dynamic Pages Trailhead quest and we’ll take you on a step-by-step adventure to reimagine your record pages.

Rebecca Saar
The Trailblazer
5 min readMay 5, 2020

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Over the years, Lightning pages have become increasingly more powerful, enabling admins to envision and build complex, flexible, and smart experiences for users with low-code.

Making changes to the user experience in Salesforce is critical when you’re supporting a business that is fast-changing, needing to pivot, or expanding. Requirements change, new programs launch, and users demand moar!

That’s why many Salesforce Admins exalted in delight when LeeAnne Rimel demoed Dynamic Forms and Actions in the Dreamforce Admin Keynote last year. These new features enable us to make our pages dynamic for different use cases, devices, and users.

It was at that moment we knew we had to get as many admins as possible hands-on with these new features as soon as we possibly could.

Build a reimagined record page

So now, it’s time. Time to get ready to deliver innovation by reimagining your record pages. The Be An Innovator with Dynamic Pages adventure will take you step-by-step, from start to finish.

With guidance from our Salesforce Admin Evangelists and Product Managers, we’ll be designing a new custom page to help our users at Sunshine Chocolates manage a brand new program in Salesforce, in no time.

We’ll also suggest Trailhead modules to help you go deeper into the topic. You can either follow along by building the same page or apply the skills you learn to build a custom one for yourself or your company.

Make a difference (and win prizes!)

Watch every video to the end to learn what to share on Twitter with hashtag #BeAnInnovator and #sweepstakes so you can be entered for a chance to win 1 of 18 prize packs, including a plush blanket and ceramic tumbler. See the official rules for full details.

Tweet via #BeAnInnovator

But that’s not all. Want an exclusive Be An Innovator with Dynamic Pages community badge for your profile? Of course you do!

Join the Be An Innovator with Dynamic Pages quest by completing the trailmix between May 20 and June 30, 2020, to earn yours.

We know the events we are living through at the moment are affecting us all in different ways. While we work and continue to develop our skills, we also want to give back.

Every trailmix completed unlocks a $10 USD donation to the COVID-19 Solidarity Response Fund, powered by the UN Foundation (up to $10,000 USD by June 30, 2020).

We’re on this adventure together

Before we jump in and build a masterfully-designed, smart, dynamic record page, we have some advice for you from our experts.

Firstly, it’s time for you to put on your beret and transform into an artist. An artist who is hugely concerned about user experience. Who thinks about how we can improve our users’ productivity by designing experiences that are effortless and enjoyable. As LeeAnne says,

“Your users want intuitive and streamlined experiences, and with Dynamic Pages, admins can deliver awesome user experiences fast, and with clicks!”

— LeeAnne Rimel, Architect Admin Evangelist

Next, keep in mind that you may need to change your thinking and really embrace a beginner’s mindset. In order to build these new, efficient, dynamic, flexible, smart pages, you’ll have to change the way you approach page design — and maybe even start with a blank canvas. As Vin Addala — Senior Director, Product Management puts it,

“These new features mean a big shift in how you build applications. The way you’ve built in the past may need to be reevaluated.”

“Just because you can doesn’t mean you should! I encourage you to think: Is there a better way to do this? Does it make sense to have this many layouts? This many fields?”

Want to hear more from Vin? Listen to the latest Salesforce Admins podcast.

And finally, a bit of advice from moi:

“With great power comes great responsibility. Now more than ever, it’s important to spend time planning before building. If we’re building one page ‘to rule em all’, who are we ruling? What are we ruling over?”

I’m in! Now what?

Joining the adventure is easy. All you have to do is visit the Be An Innovator with Dynamic Pages page at 10 a.m. PT on May 8, 11, 13, 15, 18, and 20 when each topic-specific video unlocks.

Watch the video, take the action listed at the end of the video, complete the recommended module(s), and earn the badge (s). Follow along with us or build your own page using the same principles.

If you have questions or get stuck along the way, simply post in the Dynamic Forms and Actions Trailblazer Community Group using #BeAnInnovator.

Get into User Experience

With Dynamic Forms and Actions, building app, home, or record pages takes on a whole new meaning. Salesforce Admins are successful when they embrace their inner artist and beginner’s mind to build new user experiences that delight users.

Now, you can personalize and streamline app design on a whole new level.

Join us and Be An Innovator with Dynamic Pages. Our tips and tricks will help you succeed, and the valuable examples we share will get you thinking about how you, too, can be a master UX designer in no time.

Be Rad. Be Awesome. Be An Innovator.

No purchase necessary. Void where prohibited. Sweepstakes runs from May 8, 2020, 10:00 a.m. PT to May 22, 2020, 9:59 a.m. PT. Open to legal residents of the U.S. (incl. D.C.), Canada (excl. Quebec), France, Germany, India, Ireland, Japan, Netherlands, New Zealand, Spain, and United Kingdom. Must be 18+ (20+ in Japan). Country of residence and other restrictions apply.
See official rules: English, Français, Dutch, Deutsch, Español, 日本語, हिन्दीद

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Rebecca Saar
The Trailblazer

Marketing for Salesforce on Team Trailhead. Inspired and motivated by #AwesomeAdmins and the #SalesforceOhana every day. Half 🇩🇪 half 🇬🇧. ❤️ the planet 🌎.