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Zorluk: ZorDynamic Forms and Dynamic Actions

An administrator configures Dynamic Forms on a custom object record page and sets a component visibility rule to hide a sensitive financial field from users with a specific job role. A user with that role notes that although the field is hidden when viewing the record page in Lightning Experience, they can still view the field value when executing a custom report or querying data via the API. What is the root cause of this behavior?

  1. Dynamic Forms component visibility controls UI display on Lightning pages only and does not enforce Field-Level Security across reports, list views, or API access.Cevap
  2. B
    Dynamic Forms component visibility rules require Org-Wide Defaults to be set to Private before field data can be masked from reporting and API queries.
  3. C
    Dynamic Forms visibility filters are overridden whenever a permission set is assigned to a user without an explicit object layout assignment.
  4. D
    Dynamic Forms component visibility rules only apply when viewing records on desktop devices and do not restrict data on mobile or API channels.

Cevap

Dynamic Forms component visibility controls UI display on Lightning pages only and does not enforce Field-Level Security across reports, list views, or API access.
Dynamic Forms component visibility rules determine whether a field component is rendered on a Lightning record page. However, they do not restrict data access at the database level. If a user has Read permission for a field defined in their Profile or Permission Sets (Field-Level Security), they can still query and view the field via reports, list views, export tools, or API endpoints. To completely restrict access to a field, administrators must modify Field-Level Security.

Adım Adım Çözüm

1
Analyze the scope of Dynamic Forms component visibility rules.
Dynamic Forms allow administrators to show or hide fields and sections on Lightning Record Pages based on defined criteria.
Component visibility is strictly a user-interface presentation layer feature.
2
Evaluate how data security is enforced in Salesforce.
Field-Level Security (FLS) on profiles or permission sets governs whether a user can read or edit a field across all access channels, including reports, list views, flows, and API integrations.
Hiding a field on a page layout or via Dynamic Forms does not remove FLS Read access.
3
Identify the cause of data exposure in reports and API.
Because the user still has Read access granted via Field-Level Security, the field remains accessible in tools outside the specific Lightning record page.
Proper data security requires restricting Field-Level Security directly on the Profile or via Permission Sets.

Anahtar Kavram

Dynamic Forms Component Visibility vs. Field-Level Security (FLS)
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Konular

Dynamic Forms and Dynamic Actions

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