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Question

Difficulty: EasyDynamic Forms and Dynamic Actions

A Salesforce Administrator wants to migrate an existing custom object record page to Dynamic Forms using Lightning App Builder. What is the correct chronological sequence of steps to complete this migration?

  1. 1Open the custom object record page in Lightning App Builder.
  2. 2Select the Record Detail component on the page canvas.
  3. 3Click the Upgrade Now button in the Record Detail component properties panel.
  4. 4Select the source page layout from which to extract fields and sections.
  5. 5Save and activate the updated Lightning record page.

Answer

The correct sequence to upgrade a record page to Dynamic Forms is: 1) Open the record page in Lightning App Builder, 2) Select the Record Detail component, 3) Click Upgrade Now in the properties panel, 4) Select the source page layout, and 5) Save and activate the page.
To migrate an existing record page to Dynamic Forms, an administrator opens the page in Lightning App Builder, selects the Record Detail component, clicks Upgrade Now in the component properties panel, selects the desired source page layout to extract fields, and finally saves and activates the page.

Step-by-Step Solution

1
Open the record page in Lightning App Builder.
The Lightning App Builder canvas and component tree load.
Page customization and Dynamic Forms migration are performed inside Lightning App Builder.
2
Select the Record Detail component on the canvas.
The Record Detail properties panel opens on the right side.
The migration feature is embedded within the properties panel of the Record Detail component.
3
Click the Upgrade Now button.
The Dynamic Forms migration wizard opens.
This initiates the wizard to convert monolithic page layouts into individual Field and Field Section components.
4
Select the source page layout.
Fields and sections from the chosen page layout are extracted directly onto the App Builder canvas.
The wizard uses the selected layout as the starting template for placing fields.
5
Save and activate the record page.
The Dynamic Forms page layout is saved and deployed to users according to assigned profiles or org defaults.
App Builder modifications are draft state until saved and activated.

Key Concept

Migrating standard page layouts to Dynamic Forms in Lightning App Builder using the Upgrade Now wizard.
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Topics

Dynamic Forms and Dynamic Actions

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