Ever wished your Salesforce pages only showed you the fields that actually matter for your work? Or wondered why you have to scroll past a sea of irrelevant information just to update one section?

Good news: Dynamic Forms and Visibility Rules are here to change that.

And here’s the best part—while these tools are often thought of as admin territory, you, as an end user, can absolutely play a part in making your Salesforce experience more personalized, streamlined, and intuitive.

Let’s break down what Dynamic Forms and Visibility Rules are, how they work, and how you can work with your admin team to build pages that make your day easier (and way less cluttered).

What Are Dynamic Forms, Anyway?

Dynamic Forms take the classic Salesforce page layout and make it… well, dynamic.

Instead of dumping all your fields into one long, static layout, Dynamic Forms let you break things up into sections and place fields exactly where they make sense. Even better? You can control when fields appear based on criteria you set.

Here’s what that looks like in action:

• Need to see Billing Info only after a deal is marked as Closed Won? Done.
• Want to display Contract Details only if Contract Sent = True? Easy.
• Want to group similar fields into logical sections and collapse the ones you don’t always need? You got it.

Dynamic Forms give your page a clean, customized flow that adapts as you work.

 What Are Visibility Rules?

Visibility Rules are the secret sauce that makes Dynamic Forms shine.

With Visibility Rules, you can tell Salesforce exactly when certain fields, sections, or even entire components should appear based on values elsewhere on the record.

Example time:

• If Industry = Healthcare, show a special Compliance Notes section.
• If Opportunity Stage = Proposal Sent, reveal the Discount Approval fields.
• If Account Type = Partner, show extra fields specific to partnerships.

Instead of cluttering your screen with information you don’t always need, Visibility Rules make sure you’re only seeing what’s relevant—when it’s relevant.

So What Can You Do Without Admin Access?

Okay, here’s the truth: setting up Dynamic Forms and Visibility Rules requires admin permissions. BUT… that doesn’t mean you’re out of the picture. In fact, as an end user, you’re the most valuable voice in making Dynamic Forms successful.

Here’s how you can get involved:

Spot the Pain Points

Notice fields you never use? Sections that feel out of order? Pages that overwhelm you with irrelevant info? Take note.

Suggest Smarter Layouts

Talk to your admin about how you work. Share ideas like:

• “Can we hide the Renewal Info until the deal closes?”
• “It would help if Compliance fields only showed up for specific industries.”
• “Can we move the most-used fields to the top of the page?”

Test and Give Feedback

When your admin rolls out new Dynamic Forms, be ready to test. Your feedback helps fine-tune the visibility rules and layout to make sure they fit real-world use.

Why Does This Matter?

Personalized page layouts are about more than just aesthetics. When done right, Dynamic Forms and Visibility Rules can:
Reduce data entry time.
Help you focus on what matters.
Cut down on mistakes (no more filling out irrelevant fields).
Make onboarding new team members easier.
Create a cleaner, more enjoyable Salesforce experience.

Because, honestly, who wants to spend time scrolling through fields you never use?

Take the Next Step

You don’t need admin access to make Salesforce better—you just need to speak up!

Here’s how to get started:
Review the pages you use daily.
Make a list of what feels unnecessary or out of place.
Connect with your admin to suggest Dynamic Forms improvements.

The best Salesforce experiences happen when admins and end users collaborate. Your insights + their tools = pages designed around how you actually work.

Written by:  Meshach Dimka

 

Cluttered Salesforce pages are a thing of the past. With Dynamic Forms and Visibility Rules, your experience adapts to what actually matters—showing only the fields you need, when you need them. The best part? You don’t need admin access to make an impact. Ready to transform your workflow and streamline your Salesforce experience? Start your transformation journey today by contacting us at bam@dkloudconsulting.com or enquiries@dkloudconsulting.com