Wyan has been talking about Dynamic Forms for a long time, and the last release finally brought Dynamic Forms to Accounts, Contacts and Opportunities. So why should you care? Dynamic Forms is a game changer for use experience, especially for Nonprofits!

This is because Nonprofits have supporters that could be donors, volunteers, service recipients, community fundraisers and board members, all at the same time. The old way of doing page layouts meant you needed to sort records into buckets, and a record couldn't be in more than one bucket at a time. So you could have a different page layout for donors vs volunteers, but this didn't work when someone was both a donor and a volunteer.

This meant that Nonprofits had to create massive sprawling page layouts full of fields that are important for some records but usually blank for the majority (think of giving history fields for a supporter that isn't a donor. It's hard to find the right information on the page, and it's difficult to know what needs to happen next.

Enter Dynamic Forms! This will revolutionise user experience, data collection processes, user adoption as well as profiles and permissions. And the best news is that you can implement it yourself! Come along and learn how.