How to Get Your Users to Love Salesforce (Part 2 of 3)
Not sure where to start?
November 8, 2019
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In Part 1 of this series, we discussed how to leverage Lightning Apps to help your users by minimizing the noise in Salesforce. We talked about Brian, that vocal sales guy, who struggled to adopt Salesforce, but with a few simple changes to his Lightning Apps, has started using it more.
Part 2 focuses our attention to the individual pages within the Lightning App. Salesforce has released several notable components for these pages:
Each of these options are configurable to the nth degree, and with so many configuration options to discuss, let’s focus on a few concepts. The configurations will fall into place.
Stay tuned for Part 3 of this blog series, where we breakdown Page Layouts.
Change is going to be difficult for most of your users. By defining a standard Template and component layout for all Objects in your org, you’ll make navigation a breeze for users with any level of experience.
Templates
Out of the box, Salesforce uses the Header with Right Sidebar, but this might not be the best option for your needs. Create a Lightning App (see Part 1 in this series), assign it to your Profile, then try out different Templates.
Tabs
With Tabs on Lightning Pages, you can maximize the visible screen space, and organize information into consistent, coherent, thoughtful panes. Too many Tabs? Try nesting Tabs! Just as you did with the Templates, choose a standard Tab order to use across all Objects in your org.
Buttons
With so many Standard and Custom Buttons on your record pages, it’s easy for these to become cluttered too. Arrange your buttons so the most commonly used ones are readily available, and the rest can be accessed through the drop-down menu. (These buttons need to be cleaned up too … but we’ll cover that in Part 3: Page Layouts.)
Rich Text Components
Using a simple Lightning Component, you can teach your users exactly how to use Salesforce. Simply drag a Rich Text Component onto your Template and create your training documentation.
Paths
Now available on any Salesforce Object, a Path will allow your users to successfully move through a defined business process, like stages of an opportunity, or phases of a project. Most importantly, they can be configured with ‘Key Fields’ and ‘Guidance For Success’.
One of the great features Salesforce has included with their Lightning Pages is the ability to Filter Components. This feature has several incredible uses to explore:
Cool Note for those migrating from Classic: Lightning Record Pages utilize the Classic Page Layouts you know and (hopefully) love. Lightning Record Pages won’t give your users access to Fields, Related Lists, or Buttons they don’t already have. We’ll explore that more in Part 3: Page Layouts. Stay tuned for the final post in this series!
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 of this series? Don’t fear, click 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.
If you’re interested in uncovering the tech possibilities available to your organization or want to find more ways to increase your ROI with technology, click this link to schedule some time with one of our experts.
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