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Difficulty: EasyDynamic Forms and Dynamic Actions

A Salesforce Administrator needs to convert a standard Record Detail component on a custom object record page to Dynamic Forms. What is the correct sequence of steps the administrator must take within the Lightning App Builder to complete this migration?

  1. 1Open the record page in the Lightning App Builder.
  2. 2Select the standard Record Detail component on the page canvas.
  3. 3Click 'Upgrade Now' in the Record Detail component properties pane.
  4. 4Select the source page layout to import fields and sections, then complete the wizard.
  5. 5Save and activate the updated Lightning Record Page.

Answer

The correct sequence to convert a page layout to Dynamic Forms is: 1) Open the record page in Lightning App Builder, 2) Select the standard Record Detail component on the canvas, 3) Click 'Upgrade Now' in the component properties pane, 4) Select the source page layout to import fields and sections and complete the wizard, 5) Save and activate the Lightning Record Page.
To migrate an existing record page to Dynamic Forms, an administrator opens the record page in Lightning App Builder, selects the Record Detail component on the canvas, clicks the 'Upgrade Now' action in the properties pane, chooses the source page layout to import existing fields and sections, and finally saves and activates the page.

Step-by-Step Solution

1
Navigate to Lightning App Builder for the target object's record page.
The Lightning App Builder canvas loads with the current page components.
Dynamic Forms setup and page customization take place directly within the Lightning App Builder interface.
2
Click on the standard Record Detail component on the canvas.
The right-hand panel opens, displaying the properties for the Record Detail component.
The migration feature is initiated from the properties panel of the existing Record Detail component.
3
Click the 'Upgrade Now' button in the properties panel.
The Dynamic Forms migration wizard launches.
This action initiates the guided process to break down the monolithic layout into flexible field section components.
4
Select the desired page layout to migrate and complete the wizard steps.
Fields and Field Section components are placed onto the canvas automatically based on the selected layout.
Selecting an existing page layout allows Salesforce to automatically extract fields and sections without manual reconstruction.
5
Save the page and activate it for the appropriate profiles, apps, or org default.
The newly upgraded Dynamic Forms page is deployed to end users.
Changes in Lightning App Builder must be saved and activated before they become visible to users in Salesforce.

Key Concept

Upgrading Record Detail to Dynamic Forms in Lightning App Builder
Estimated Time:1m 30s
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Topics

Dynamic Forms and Dynamic Actions

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