How to Create the Best Salesforce User Experience
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- Опубліковано 27 лип 2024
- Optimizing the Salesforce user interface can be a daunting task. So many features, so many options..it's overwhelming for Admins and Users alike.
In this video you're going to learn best practices to optimize your Salesforce screens for each group of users within your organization, while eliminating unnecessary custom page layouts.
You will also learn which features allow you to maximize the data appearing on each screen, without overwhelming your users, and without introducing the need for extra clicks.
After watching this video, you will have a solid understanding of how you can improve your existing page layouts to impress your team. - Навчання та стиль
I absolutely agree on making Details as the first tab in the record pages, it is dead simple and straight forward as most of the world navigates/reads/writes from left to right and top to bottom. Secondly, Related list is looked less frequently on a need basis. Thirdly, Related tab takes longer time load as it has to query for fetching all related record details, it is a clutter, waste of computing resources and user time!
Brilliant! Thank you for sharing your experience, ideas and wisdom!
Thank you for watching! I'm glad you gained some insights from my content! Keep Trailblazing.
Do you think using rich text in utility bar is a better way to provide quick links than the home page component? That way it is available at all times and not just from the home page.
OMG...not sure why I didn't see this comment until now. How embarrassing. Sometimes, putting a rich text component in the utility bar is even better than placing it on the homepage! It all depends on how much content already exists on the homepage, whether it's better for users to see those resources from ANY page in Salesforce, etc.