5 easy ways to make your org instantly more user friendly
TRANSCRIPT
5 Easy Ways to Make Your Org Instantly More User FriendlyViet NguyenLead Salesforce Consultant@its_viet
Jayvin Arora
Salesforce Technical Lead, Soliant Consulting
@JayvinArora
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SafeHarbor
Jayvin AroraTechnical Lead, Soliant ConsultingSalesforce MVP, Philadelphia User Group [email protected]
Viet NguyenLead Salesforce Consultant@its_viet
Audience
Beginner Admin…Intermediate Admin…Inherited an org…
Introduction
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!
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
Use visuals to enhance your User Experience
In the UI
Use visuals intuitively• SalesforcePage Layouts aretextheavyanduserseyestend to followa“GuttenbergDiagram”
• UseVisualstosummarize,highlightattributes,anddrawattentiontowhereyouneedit.
Results of using visuals• EnhancedUserExperience–you’recateringtohowyourusersexpectthings
• Encouragesactions
•DONOTusevisualstointerruptyouruser’snaturalinclination
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!
Visuals, Visuals, Visuals!
Use Case 1: Icon indication for Account Status
Use Case 2: Icon indication for key Cases metrics
Visuals, Visuals, Visuals!
Visuals, Visuals, Visuals!
Visuals, Visuals, Visuals!
Reduce duplicate data entry
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
Approaches to streamline data entry
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
Use Process Builder
Use Process Builder
Make record creation easy with Quick Actions
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
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
Quick ActionsCustom Follow Up Task
Quick ActionsCustom Follow Up Task
Quick ActionsQuick Action for Comment creation
Show users what they want, when they need it.
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!
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!
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
Use workflow to change page layouts
Record Types + Page Layouts + Workflows
Use workflow to change page layoutsPageLayoutatProspecting
VS.
Use workflow to change page layoutsPageLayoutatClosedWon
Use workflow to change page layoutsPageLayoutChangesbasedonStages
Visualize key indicators using Embedded Reports
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
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
Visualize key indicators using Embedded Reports
Visualize key indicators using Embedded Reports
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
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