Dynamic Layouts in Salesforce: A Revolutionary Approach to User Experience
Customer and user experience have become the 2 biggest drivers in the CRM space lately. Salesforce itself has had Customer and user experience at the epicenter of its offerings. All Salesforce products justify this initiative of Salesforce and Salesforce makes it a point to regularly upgrade and improve the customer and user experience for its users.

Customer and user experience have become the two biggest drivers in the CRM space lately. Salesforce has positioned these aspects at the epicenter of its offerings, regularly enhancing all its products to improve user interaction.
Personalization and Automation as Key Tools
Salesforce leverages two major tools to improve these experiences:
- Personalization — helps contextualize the information presented to users
- Automation — reduces the steps/clicks needed to complete tasks
Evolution of Page Layouts in Salesforce
As part of various CRM processes, users typically need to create new records in Salesforce. Salesforce has been actively working to simplify this process by providing capabilities to modify page layouts:
- Adding required fields
- Creating different sections to segregate information
- Marking fields as mandatory
- Applying validation rules and adding formulas
Page layouts in Salesforce differ between Lightning and Classic interfaces, but both offer options to add various elements: actions, canvas layouts, different field types, custom links, related lists, report charts, sections, standard and custom buttons, Visualforce pages, and more.

Conditional Visibility in Lightning Pages
Currently, Salesforce provides conditional visibility features in Lightning Pages, enabling users to add components that become visible/hidden when certain conditions are met. However, there are limitations:
- Limited number of supported fields and operators
- Maximum of 5 components on component visibility filters

Dynamic Layouts — A New Level of User Experience
Dynamic Layouts is a feature users have been requesting for a long time. There's often a requirement to change the page layout according to certain selections within the page, which Addax can help implement for your organization.
Example use case:
For an automobile company, a typical requirement is to change fields to capture relevant data based on the value in a field:
- When selecting "new car," fields appear for entering information about airbags, automatic windows, etc.
- When selecting "annual car maintenance," fields appear for car sale date, maintenance contract category, etc.
Similar use cases apply across different areas (sales, service) and industries (IT, finance, utilities).
What to Expect Next
Users have been demanding this feature for a long time, and finally, Salesforce has added it to its upcoming release plan. While we know Salesforce is working on releasing this feature, exact timelines and functionality details remain unknown.
Keep watching for this feature in upcoming releases, as it could be a game-changer for your internal users' overall experience.