A Salesforce Administrator is tasked with converting an existing custom object record page to Dynamic Forms in the Lightning App Builder and applying a conditional visibility filter to a newly created sensitive field section. What is the correct chronological sequence of steps the administrator must perform from start to finish?
- 1Open the custom object record page in the Lightning App Builder and click on the Record Detail component on the canvas.
- 2Click 'Upgrade Now' in the component properties pane to launch the Dynamic Forms migration wizard and select the source page layout.
- 3Place and organize individual Field Section components onto the page canvas to separate sensitive fields from general fields.
- 4Select the sensitive Field Section component and configure a Component Visibility filter rule in the properties pane based on user criteria.
- 5Save the page modifications and activate the Lightning Record Page for the target org, app, or record type assignments.
Cevap
The correct procedural sequence is: First, open the page in Lightning App Builder and select the Record Detail component. Second, click 'Upgrade Now' in the properties panel to run the migration wizard. Third, organize fields into granular Field Section components on the canvas. Fourth, select the sensitive Field Section and configure the Component Visibility filter rule in the properties panel. Fifth, save and activate the Lightning Record Page.
The correct order requires starting in Lightning App Builder by selecting the legacy Record Detail component, which exposes the 'Upgrade Now' button. Running the wizard converts the monolithic layout into modular Dynamic Forms components. The administrator must then arrange fields into individual Field Sections so that granular visibility criteria can be isolated. Once the sensitive section is structured, the administrator configures the Component Visibility filter rules in the properties panel for that section. Finally, saving and activating the page deploys the dynamic experience to end users.
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Anahtar Kavram
Dynamic Forms Migration Workflow and Component Visibility Configuration