5 easy ways to make your org instantly more user friendly

48
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

Upload: traction-on-demand

Post on 21-Jan-2017

356 views

Category:

Technology


1 download

TRANSCRIPT

Page 1: 5 Easy Ways to Make Your Org Instantly More User Friendly

5 Easy Ways to Make Your Org Instantly More User FriendlyViet NguyenLead Salesforce Consultant@its_viet

Jayvin Arora

Salesforce Technical Lead, Soliant Consulting

@JayvinArora

Page 2: 5 Easy Ways to Make Your Org Instantly More User Friendly

SafeharborstatementunderthePrivateSecuritiesLitigationReformActof1995:

Thispresentationmaycontainforward-lookingstatementsthatinvolverisks,uncertainties,andassumptions.Ifanysuchuncertaintiesmaterializeorifanyoftheassumptionsprovesincorrect,theresultsofsalesforce.com,inc.coulddiffermateriallyfromtheresultsexpressedorimpliedbytheforward-lookingstatementswemake.Allstatementsotherthanstatementsofhistoricalfactcouldbedeemedforward-looking,includinganyprojectionsofproductorserviceavailability,subscribergrowth,earnings,revenues,orotherfinancialitemsandanystatementsregardingstrategiesorplansofmanagementforfutureoperations,statementsofbelief,anystatementsconcerningnew,planned,orupgradedservicesortechnologydevelopmentsandcustomercontractsoruseofourservices.

Therisksanduncertaintiesreferredtoaboveinclude–butarenotlimitedto–risksassociatedwithdevelopinganddeliveringnewfunctionalityforourservice,newproductsandservices,ournewbusinessmodel,ourpastoperatinglosses,possiblefluctuationsinouroperatingresultsandrateofgrowth,interruptionsordelaysinourWebhosting,breachofoursecuritymeasures,theoutcomeofanylitigation,risksassociatedwithcompletedandanypossiblemergersandacquisitions,theimmaturemarketinwhichweoperate,ourrelativelylimitedoperatinghistory,ourabilitytoexpand,retain,andmotivateouremployeesandmanageourgrowth,newreleasesofourserviceandsuccessfulcustomerdeployment,ourlimitedhistoryresellingnon-salesforce.comproducts,andutilizationandsellingtolargerenterprisecustomers.Furtherinformationonpotentialfactorsthatcouldaffectthefinancialresultsofsalesforce.com,inc.isincludedinourannualreportonForm10-KforthemostrecentfiscalyearandinourquarterlyreportonForm10-Qforthemostrecentfiscalquarter.ThesedocumentsandotherscontainingimportantdisclosuresareavailableontheSECFilingssectionoftheInvestorInformationsectionofourWebsite.

Anyunreleasedservicesorfeaturesreferencedinthisorotherpresentations,pressreleasesorpublicstatementsarenotcurrentlyavailableandmaynotbedeliveredontimeoratall.Customerswhopurchaseourservicesshouldmakethepurchasedecisionsbaseduponfeaturesthatarecurrentlyavailable.Salesforce.com,inc.assumesnoobligationanddoesnotintendtoupdatetheseforward-lookingstatements.

SafeHarbor

Page 3: 5 Easy Ways to Make Your Org Instantly More User Friendly

Jayvin AroraTechnical Lead, Soliant ConsultingSalesforce MVP, Philadelphia User Group [email protected]

Jayvin Arora
add logos
Jayvin Arora
POV should be that i'm an expert and not who i work for.... the reason you should trust Soliant is because I work there.... this is the message I need to convey....
Page 4: 5 Easy Ways to Make Your Org Instantly More User Friendly

Viet NguyenLead Salesforce Consultant@its_viet

Page 5: 5 Easy Ways to Make Your Org Instantly More User Friendly

Audience

Beginner Admin…Intermediate Admin…Inherited an org…

Page 6: 5 Easy Ways to Make Your Org Instantly More User Friendly

Introduction

Page 7: 5 Easy Ways to Make Your Org Instantly More User Friendly

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!

Page 8: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 9: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use visuals to enhance your User Experience

Page 10: 5 Easy Ways to Make Your Org Instantly More User Friendly

In the UI

Jayvin Arora
Have lightning screen shots --
Page 11: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use visuals intuitively• SalesforcePage Layouts aretextheavyanduserseyestend to followa“GuttenbergDiagram”

• UseVisualstosummarize,highlightattributes,anddrawattentiontowhereyouneedit.

Jayvin Arora
Does this pattern hold for Salesforce?
Page 12: 5 Easy Ways to Make Your Org Instantly More User Friendly

Results of using visuals• EnhancedUserExperience–you’recateringtohowyourusersexpectthings

• Encouragesactions

•DONOTusevisualstointerruptyouruser’snaturalinclination

Page 13: 5 Easy Ways to Make Your Org Instantly More User Friendly

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!

Page 14: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visuals, Visuals, Visuals!

Use Case 1: Icon indication for Account Status

Use Case 2: Icon indication for key Cases metrics

Page 15: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visuals, Visuals, Visuals!

Page 16: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visuals, Visuals, Visuals!

Jayvin Arora
make this code simpler
Page 17: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visuals, Visuals, Visuals!

Page 18: 5 Easy Ways to Make Your Org Instantly More User Friendly

Reduce duplicate data entry

Page 19: 5 Easy Ways to Make Your Org Instantly More User Friendly

Reduce duplicate data entry

What’sworsethandoingdataentry?Unnecessarilydoingduplicatedataentry.

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

Page 20: 5 Easy Ways to Make Your Org Instantly More User Friendly

Approaches to streamline data entry

Jayvin Arora
Reduces manual work Data quality Big user win
Page 21: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 22: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use Process Builder

Jayvin Arora
Get rid of blurs
Page 23: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use Process Builder

Page 24: 5 Easy Ways to Make Your Org Instantly More User Friendly

Make record creation easy with Quick Actions

Page 25: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 26: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 27: 5 Easy Ways to Make Your Org Instantly More User Friendly

Quick ActionsCustom Follow Up Task

Page 28: 5 Easy Ways to Make Your Org Instantly More User Friendly

Quick ActionsCustom Follow Up Task

Page 29: 5 Easy Ways to Make Your Org Instantly More User Friendly

Quick ActionsQuick Action for Comment creation

Page 30: 5 Easy Ways to Make Your Org Instantly More User Friendly

Show users what they want, when they need it.

Page 31: 5 Easy Ways to Make Your Org Instantly More User Friendly

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!

Page 32: 5 Easy Ways to Make Your Org Instantly More User Friendly

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!

Page 33: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 34: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use workflow to change page layouts

Record Types + Page Layouts + Workflows

Page 35: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use workflow to change page layoutsPageLayoutatProspecting

VS.

Page 36: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use workflow to change page layoutsPageLayoutatClosedWon

Page 37: 5 Easy Ways to Make Your Org Instantly More User Friendly

Use workflow to change page layoutsPageLayoutChangesbasedonStages

Page 38: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visualize key indicators using Embedded Reports

Page 39: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 40: 5 Easy Ways to Make Your Org Instantly More User Friendly

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

Page 41: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visualize key indicators using Embedded Reports

Page 42: 5 Easy Ways to Make Your Org Instantly More User Friendly

Visualize key indicators using Embedded Reports

Page 43: 5 Easy Ways to Make Your Org Instantly More User Friendly

Summary

1. Improve User Experience using visuals2. Reduce duplicate data entry3. Make record creation easy with Quick Actions4. Show users what they want, when they need

it.5. Visualize key indicators using Embedded

Reports

Page 44: 5 Easy Ways to Make Your Org Instantly More User Friendly

KeepthelearninggoingintheAdminLodge

Admin Theater55+ Sessions by Admins for

Admins!

Visit Customer-Led Demos Learn more with Trailhead!Earn your UI Customization badge

Page 45: 5 Easy Ways to Make Your Org Instantly More User Friendly

Share Your Feedback and Win a GoPro

Enroll in a session1 Tap the bell to take

a survey2 3 Earn a GoPro prize entry for each completed survey

Page 46: 5 Easy Ways to Make Your Org Instantly More User Friendly

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 EngagementB Corp Certified

125 Employees, 125+ CertificationsSMEs in all Clouds (Sales, Service, Marketing, Data, Force) East Coast, West Coast & US Offices No outsourcing, no offshoring, no contractors

Page 47: 5 Easy Ways to Make Your Org Instantly More User Friendly

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.

IMPLEMENTATIONAs process consultants, we assist adoption by focusing on how your team works day-to-day.APEX & VISUALFORCEOur versatile, experienced team has a deep understanding of Salesforce’s native languages.APPEXCHANGE DEVELOPMENTWe develop AppExchange solutions and navigate the Salesforce security review process.SYSTEMS INTEGRATIONSalesforce can seamlessly integrate with your existing business applications and IT infrastructure.

Page 48: 5 Easy Ways to Make Your Org Instantly More User Friendly

Thank you