dynamic-forms-and-actions

dynamic-forms-and-actions is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 103 tokens per session (2,767 once invoked), scanned A, original, Apache-2.0.

A guide to controlling which fields, sections, and buttons appear on Salesforce Lightning record pages. Dynamic Forms and Dynamic Actions show or hide them based on record data, user context, or device.

In plain words
What is it for?
Enabling Dynamic Forms, converting page-layout fields, defining visibility rules, and configuring conditional actions in Lightning App Builder.
Why use it?
It helps administrators maintain one adaptable record page instead of many separate page layouts, while accounting for setup and edition limits.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Enabling Dynamic Forms, converting page-layout fields, defining visibility rules, and configuring conditional actions in Lightning App Builder.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill dynamic-forms-and-actions
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for dynamic-forms-and-actions

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for dynamic-forms-and-actions

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/dynamic-forms-and-actions.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 103 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,767 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00103 $0.02767
Opus 5 $0.00051 $0.01384
Sonnet 5 $0.00021 $0.00553
Haiku 4.5 $0.00010 $0.00277

Measured 9d ago against content hash 2daafc3e7a4c, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

dynamic-forms-and-actions scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_dynamic_forms_and_actions.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/dynamic-forms-and-actions/SKILL.md · 192 lines

How it starts

The opening of the file, as written. The whole thing — 192 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Dynamic Forms and Dynamic Actions

This skill activates when a practitioner needs to show or hide fields, sections, or actions on a Lightning record page based on record data, user context, or device — without maintaining multiple page layouts. It covers enablement, conversion from page layouts, writing visibility rules, and setting up Dynamic Actions.


Before Starting

Gather this context before working on anything in this domain:

  • Object support: Dynamic Forms is available for all custom objects and a growing subset of standard objects. As of Spring '25, supported standard objects include Account, Contact, Lead, Opportunity, Case, and several others. Check the official help article for the current list before committing to this approach.
  • Edition requirement: Dynamic Forms requires Enterprise Edition or higher. Professional Edition does not support it.
  • Existing page layout state: Know whether the object currently uses a classic page layout in Lightning. When you enable Dynamic Forms, the page layout fields are not automatically migrated — you must explicitly convert them using the "Upgrade Now" wizard in Lightning App Builder.
  • Mobile offline limitation: Dynamic Forms is not supported in Salesforce Mobile App offline mode. Fields configured as Dynamic Form components will not render when the device is offline.
  • Most common wrong assumption: Practitioners assume that once Dynamic Forms is enabled on a Lightning record page, existing page layout fields appear automatically. They do not. The page layout fields must be added individually as Dynamic Form field components, or the "Upgrade Now" wizard must be used to bulk-convert them.

Core Concepts

Dynamic Forms vs. Classic Page Layouts

Classic page layouts control which fields appear for a record type/profile combination. They are static: every user with the same record type and profile sees the same layout. Dynamic Forms replace the monolithic "Fields" section on a Lightning record page with individually placed field components, each of which can carry its own visibility filter.

Read the full file on GitHub · 192 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 192 lines · 103 tokens per session scan A 2daafc3e7a4c

Subscribe to this mod's changes

dynamic-forms-and-actions is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 103 tokens to every session and 2,767 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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