Salesforce, the #1 CRM system, provides many opportunities that most businesses fail to discover. User experience is all aspects of the end-users interaction with the company, its service, and its products. User experience is the most important factor for every organization. There are many criteria, such as Utility, Usability, Elegant workflow, Research, Accessibility, etc.
In this blog, CloudVandana will discuss the effective ways to improve the Salesforce User experience.
Let’s look at the effective ways-
Improve Salesforce User Experience
1. Install Salesforce Inspector
Salesforce Inspector is a powerful Chrome extension. It installs a button on the right-hand side of all records within the org. The inspector activation allows users to view and edit all fields in a record. The process saves time that would edit the page layout the standard, long-winded way.
2. Quick Actions For Referencing Data
For most businesses, it is not enough to be fully effective. The data needs to be viewed using Quick Actions to highlight additional desired fields on the parent object. On the Lightning page, the Quick Action can be displayed as a related Record.
3. Add Lookups
The workaround helps users to break free of the four-layer relationship on reports and overcome non-linear relationships between records. To include a lookup on the report, users can edit the report layout and select ‘Add fields related via lookup.’ Then users can view and compare records grouped by rules outside usual limitations.
4. Hide Actions With Dynamic Actions
Users can upgrade the action type to Dynamic Actions in the Highlights panel; users can change the visibility of the action users are setting up. Upgrade the action type to Dynamic Actions in the Highlights panel, and set and customize filters in the same way for component visibility.
5. Save Space With Report URLs
Showing report insights, graphs, and data on a page can use up valuable space and make the search for information harder, especially when different reports are needed for different Salesforce users. With Report URLs, users can insert buttons on the pages that will automatically run reports when clicked. Users can tailor the reports depending on which user clicks the button.
These are the key ways; there are various other ways to improve the user experience when Salesforce Org. is implemented in the workforce. Please feel free to schedule a consultation call with CloudVandana, a reputed Salesforce partner In India, and explore this platform’s benefits. Partnering with us by experiencing our Salesforce Staff Augmentation service will bridge the gap and take you to your project goals. Call Us Now.
Digital Marketing Manager at Cloudvandana Solutions