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.
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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
- 2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
- 3. Jayvin Arora Technical Lead, Soliant Consulting Salesforce MVP, Philadelphia User Group Leader [email protected]
- 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
- 44. Keep the learning going in the Admin Lodge Admin Theater 55+ Sessions by Admins for Admins! Visit Customer-Led Demos Learn more with Trailhead! Earn your UI Customization badge
- 45. Share Your Feedback and Win a GoPro Enroll in a session1 Tap the bell to take a survey 2 3 Earn a GoPro prize entry for each completed survey
- 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