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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Jayvin AroraTechnical Lead, Soliant ConsultingSalesforce MVP, Philadelphia User Group LeaderJayvin.Arora@alumni.upenn.edu

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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Experience: 8 Years Focused Solely on SFDC 1500+ projects, 200+ custom Force.com apps developed Never had a Red Account - 9.5 CSAT rating

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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.

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