How to Get Your Users to Love Salesforce (Part 3 of 3)
Not sure where to start?
November 23, 2019
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Part 1 and Part 2 of this 3-part series brought to light some simple changes you can make to Lightning Apps and Lightning Record Pages, respectively, to reduce the noise your Salesforce users’ experience and increase their adoption of the technology.
The focus of these three pieces is to walkthrough how Administrators can make small adjustments to the UI that will help make Salesforce a more usable tool for all End Users. Your End Users won’t just appreciate it, they’ll love it.
For the final part of our 3-part series, let’s take a look at maximizing the value in your Page Layouts. These Page Layouts are consistent between Classic and the Lightning Experience, so whether you’ve been on Lightning for a while, or resisting the inevitable switch, this will feel familiar.
In Lightning, the Details component of a Lightning Record Page pulls in the logged-in user’s assigned page layout into Lightning. This means that a single Lightning Record Page can be used to accommodate multiple out-of-the-box Classic Page Layouts.
As with Lightning Record Pages, it’s important to define Standards for how you create Page Layouts. This will help you more quickly, effectively and efficiently manage your Pages and empower your End Users with thoughtful, consistent layouts.
One easy concept of time management that maximizes a person’s time is the idea of “grouping like tasks together.” Why not do the same with our Page Layouts? Here are a few questions to ask:
As you know, Salesforce will place any new fields at the bottom of the first section, “<Object Name> Information.” Move things around and make life easier on your end users.
One-column vs. Two-column Layouts
When creating a Section in Page Layout, you choose between One-column and Two-column layouts. In many situations, choosing which layout is relatively simple, but here are a few pointers:
When in doubt, try something. It’s easy enough to change, so build something. Better yet, involve your End Users. At the end of the day (and this is true for all aspects), if your build doesn’t match your End User expectations and workflow, you’ve got more work to do.
Blank Spaces are little gems in Page Layouts that allow you to truly tailor the End User experience to provide a better flow of information. Strategically placed, they can do a ton for your End Users.
Putting all three of these together, you can build a great experience for your users. One favorite trick is to combine Two-column and One-column layouts with a single visible header. In a scenario where you need to combine several fields, some of which are Text Area fields, build in a section but hide the Header from the Detail and Edit views.
One consideration: Tab Order. For your Two-column sections, utilize the Left-right Tab Order and your users will never know there are two sections.
Buttons and Actions
Simply put, managing Buttons and Actions in your Salesforce org will ensure your users adhere to your company’s defined workflows and protect your org’s data quality.
A few quick tips for Button and Action management in Salesforce Lightning:
Your entire org will likely require changes, but at a minimum each Lightning App will require an evaluation. There’s no right answer about where to start, but just pick a spot and dive in.
Salesforce is a powerful platform in which your company has invested heavily to capture the data it needs to make well-informed decisions. You have been entrusted with ensuring the usability of the system. And it is an absolute art form. Build something you can be proud of and your End Users will love!
At Bitwise Technology Consulting, we use a consultative approach to help you determine the best strategy to identify your challenges, implement appropriate solutions and enhance your systems. Did you miss Part 1 or Part 2 of this series? Don’t fear, click HERE or HERE. Worried about your Lightning transition? Check out this 5-minute read. For a free consultation, email [email protected] or call 559 550 3300 today.
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