5 Easy Ways to Make Your Org Instantly More User Friendly
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This document provides 5 easy ways to make a Salesforce org more user friendly. They are: 1) Improve the user experience using visuals like icons on page layouts. 2) Reduce duplicate data entry using tools like Process Builder. 3) Make record creation easy with Quick Actions. 4) Show users relevant fields using workflows to change page layouts. 5) Visualize key indicators for objects using embedded reports. Implementing these techniques can increase adoption, data accuracy, and efficiency.
5 Easy Ways to Make Your Org Instantly More User Friendly
- 1. 5 Easy Ways to Make Your Org Instantly More User Friendly Viet Nguyen Lead Salesforce Consultant @its_viet Jayvin Arora Salesforce Technical Lead, Soliant Consulting @JayvinArora
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- 3. Jayvin Arora Technical Lead, Soliant Consulting Salesforce MVP, Philadelphia User Group Leader Jayvin.Arora@alumni.upenn.edu
- 4. Viet Nguyen Lead Salesforce Consultant @its_viet
- 6. Introduction
- 7. Outcomes of a user friendly org • Ease of use higher adoption • User buy-in & confidence • Data integrity & accuracy • Enforced business processes • Efficiency gains • Users and executives will both love you!
- 8. Have an intuitive User Experience using visuals Reduce duplicate data entry Make record creation easy with Quick Actions Show users what they want, when they need it. Visualize key indicators using Embedded Reports Overview
- 9. Use visuals to enhance your User Experience
- 10. In the UI
- 11. Use visuals intuitively • Salesforce Page Layouts are text heavy and users eyes tend to follow a “Guttenberg Diagram” • Use Visuals to summarize, highlight attributes, and draw attention to where you need it.
- 12. Results of using visuals • Enhanced User Experience – you’re catering to how your users expect things • Encourages actions • DO NOT use visuals to interrupt your user’s natural inclination
- 13. Great, how do I use this in Salesforce? • Use visuals in page layouts, and place them where it makes sense • Can be on List Views, Reports too!
- 14. Visuals, Visuals, Visuals! Use Case 1: Icon indication for Account Status Use Case 2: Icon indication for key Cases metrics
- 18. Reduce duplicate data entry
- 19. Reduce duplicate data entry What’s worse than doing data entry? Unnecessarily doing duplicate data entry. Impact of duplicate data entry • User Disengagement • Additional overhead for your users • Inefficient • Users prone to making mistakes • Poor data quality • Processes not being followed, or understood
- 20. Approaches to streamline data entry
- 21. Use Process Builder Use Case 1: Create a new Order when an Opportunity is Closed Won Use Case 2: Create 2 Invoices when an Opportunity is Approved
- 24. Make record creation easy with Quick Actions
- 25. Quick Actions • Native SFDC in Chatter feed • Object-Specific Actions vs. Global Actions • Validation Rules & Field required-ness • Salesforce1 • Collect requirements from the users • Adoption and ease of record creation
- 26. Quick Actions Use Case 1: Quick Action to create a Task with a specific Type Use Case 2: Quick Action to create Comments on a Case
- 27. Quick Actions Custom Follow Up Task
- 28. Quick Actions Custom Follow Up Task
- 29. Quick Actions Quick Action for Comment creation
- 30. Show users what they want, when they need it.
- 31. How does Peekaboo relate to Salesforce? • In Salesforce keep in mind the idea of Object Permanence. • Fields on the page layout are still reportable • Show your users what they want, when they need it!
- 32. Show users what they want when they need it • Present fields when relevant • Use workflows, record types, page layouts • Focus user’s attention • Keep a clean page layout • Remember to do both directions!
- 33. Use workflow to change page layouts Use Case 1: Only expose certain fields to the sales rep when the Opportunity is Closed Won Use Case 2: Only expose certain fields to the service agent when the Case is moved to Escalated
- 34. Use workflow to change page layouts Record Types + Page Layouts + Workflows
- 35. Use workflow to change page layouts Page Layout at Prospecting VS.
- 36. Use workflow to change page layouts Page Layout at Closed Won
- 37. Use workflow to change page layouts Page Layout Changes based on Stages
- 38. Visualize key indicators using Embedded Reports
- 39. Visualize key indicators using Embedded Reports • Summarized key data on related records • Adds to roll up summary limits • Easy, key visual indicators • Gather requirements from users/execs
- 40. Visualize key indicators using Embedded Reports Use Case 1: Show total Won Opportunities and Case trend for an Account Use Case 2: Show total Activity count, grouped by Activity Type on a Contact
- 41. Visualize key indicators using Embedded Reports
- 42. Visualize key indicators using Embedded Reports
- 43. Summary 1. Improve User Experience using visuals 2. Reduce duplicate data entry 3. Make record creation easy with Quick Actions 4. Show users what they want, when they need it. 5. Visualize key indicators using Embedded Reports
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- 46. Experience: 8 Years Focused Solely on SFDC 1500+ projects, 200+ custom Force.com apps developed Never had a Red Account - 9.5 CSAT rating Award Winning: 2 Surfboard Awards (2013) Great Place to Work, Community Engagement B Corp Certified 125 Employees, 125+ Certifications SMEs in all Clouds (Sales, Service, Marketing, Data, Force) East Coast, West Coast & US Offices No outsourcing, no offshoring, no contractors
- 47. Over the past ten years, our team has helped shape our clients’ futures as well as served to simply make their business lives easier. Our role extends well beyond being experts in creating custom software – we consider ourselves your trusted business partner. IMPLEMENTATION As process consultants, we assist adoption by focusing on how your team works day-to-day. APEX & VISUALFORCE Our versatile, experienced team has a deep understanding of Salesforce’s native languages. APPEXCHANGE DEVELOPMENT We develop AppExchange solutions and navigate the Salesforce security review process. SYSTEMS INTEGRATION Salesforce can seamlessly integrate with your existing business applications and IT infrastructure.
- 48. Thank you