Salesforce UI is key for happy users, high adoption, and ROI. Customize themes, create unique apps for teams, and make login screens your own. Dynamic forms and component visibility boost usability, while display densities and compact layouts improve navigation. Icons, validation rules, and guided paths enhance the experience. And never forget inline editing for seamless record updates. Happy users, happy life! π
π Themes and branding feature
User experience in the world of Salesforce is becoming an increasingly important topic. Users enjoy working on Salesforce because of productivity gains and help in automating parts of their job. However, if the user interface of Salesforce is poor, this can result in unhappy users, less adoption, and ultimately less ROI on your Salesforce investment. In this article, we will go through 20 features that you should consider implementing in all Salesforce orgs to create happy users.
Customizable Experience
- Add company’s logo and a different selection of primary and secondary colors.
- Create a unique Salesforce app for individual teams.
ποΈ Custom Login Screen
You have the power to make the login screen completely unique to your organization. Set up a custom domain for your business, switch out the Salesforce logo for your own, and swap out the Salesforce advertisement with your own custom image.
Lightning Pages
- Ability to add, move, or reorder components on the record page
- Dynamic forms and component visibility for flexible layouts
π Display Densities
Salesforce offers two display densities that can improve navigation: comfy, a spacious view, and compact, a denser view with labels to the left of fields.
Record Layouts
- Compact layouts for viewing key fields at a glance
- Customize related list columns for a better user experience
β¨ Conditional Components
Lightning Pages support conditional components, allowing you to significantly reduce the number of layouts required. These components can be configured to display or not display based on various criteria, making the user experience more personalized.
Dynamic Content
Rich Text components allow specific information to be shared with the team in larger font or different colors. These components, tied in with conditional lightning components, can be shown in certain scenarios, making the user experience more dynamic.
π Organized List Views
Organize list views according to the goals of your team’s work. Use proper naming conventions and numbers to create a logical sequence, ensuring efficient navigation through list views.
Salesforce Path and Guidance
This feature guides users through a step of business processes using customized guidance for success. Users can directly edit the available key fields within the path, eliminating the need to navigate further down on the layout.
π Celebration
The celebration feature allows confetti to pop up on screen when an opportunity reaches a certain stage. This adds a fun element and excitement to the user’s experience, especially when closing an opportunity.
Keyboard Shortcuts
Salesforce supports multiple keyboard shortcuts to improve productivity and help users work more efficiently, providing a user-friendly way to navigate and use various functions.
π¨ Icons and Images
Icons can be used in list views and reports to display information, improving the visual user experience. Additionally, image formula fields allow data to be represented via images, providing a more visually appealing experience for users.
Validation Rules and Error Messages
Use validation rules to ensure that the information entered is in the right format before the user can save the record. Additionally, leverage the custom error flow component for more complex messaging.
π Customized Search Results and Filters
Customize the search columns and filters to display relevant information and improve the search capabilities for users, offering a more efficient and tailored search experience.
Einstein Search
Einstein search offers immediate search results when clicking on it and allows the use of natural language for broader searches, improving the overall search experience in Salesforce.
π© Email Templates
Create email templates with letterheads and add your logo to create visually appealing and impressive email templates for a better user experience.
Guided Wizards and Screen Flows
Screen flows allow control every step of the way, providing step-by-step guidance for various processes across the organization, improving the overall user experience.
π Dashboard Widgets
Similar to rich text fields, dashboard widgets using images and text components provide an extra element to brighten up your dashboards, enhancing the visual user experience.
Inline Editing
The ability to edit records directly in list views and reports is amazing, ultimately lowering the number of clicks for both new and experienced Salesforce users, making the user experience more seamless.
Key Takeaways
- User experience in Salesforce is vital for productivity and ROI.
- Customizable themes, branding, layouts, and navigation options can significantly improve user satisfaction and adoption.
- Implementing various features such as conditional components, celebration, and keyboard shortcuts can create a happier user experience in Salesforce.
Conclusion
By implementing these 20 UI features in your Salesforce org, you can enhance the user experience, increase productivity, and drive better adoption. Improving the visual and functional aspects of Salesforce can lead to a more enjoyable and efficient experience for your users, ultimately resulting in a better ROI on your Salesforce investment.
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