Five UI/UX Features to Implement in Every Salesforce Project
Apart from being one of the best CRM software in the market, Salesforce is also popular for its great UI and UX functionalities. The importance of good user experience on a platform can’t be stressed enough. If UI and UX are poor, users are not able to take advantage of its features, therefore reducing the adoption of the platform and directly impacting ROI. Here is a list of 5 UI/UX features that should be implemented for every Salesforce project to improve users’ experience.
Branding and themes
While making changes to colors and fonts may seem insignificant, improving layouts goes a long way in enhancing the usability of a platform. Unlike the older version where Salesforce users were was stuck with the standard blue color, the platform now offers several theme and branding options. You can brand accounts and different Salesforce tools with colorful themes and customized fonts.
Customizing Lightning pages
In the older Salesforce version, users faced the issue of poor flexibility of pages in terms of customization. With the Lightning pages, a whole new world of customizations has opened. Using Lightning App Builder, users can remove, add or reorder components on a record page and get a customized view of each object’s records.
Additionally, the Lightning Design System for business apps offers specialized components for manipulating data such as activity timelines, data tables, headers etc. To change the default layout, users can choose from style sheets, icons, fonts etc.
Validation rules
Validation rules on Salesforce ensure a clean database by verifying the authenticity of information. They contain expressions or formulae to evaluate data entered in one or more fields, the rules put in place to check if the data entered in a field is correct. To improve UI and UX, validation rules can be creative and entertaining. In fact, a touch of humor can be added to improve the user’s overall experience on the platform.
Prune list views
One of the most exasperating things for a user is to sort through unfiltered records. ListView on Salesforce helps in creating a filtered list of records for contacts, accounts etc. ListView automatically pulls the data to be populated on a list and is automated with the help of an adapter.
Customizing list views is key to increasing users’ productivity; you can resize columns, clip column names, sort by column headers etc. to display only those relevant to a user. Share list views that are meant for everyone and hide the rest. Another important UX strategy is to trim down unnecessary columns that are not helpful to users. Also add appropriate filters to your list views to make sure users are able to quickly identify relevant information and records.
Salesforce Apps
It’s also important to customize apps for different users and departments. Use parameters such as name, department etc. to ensure users only see information that’s relevant to them. Because users want a personalized experience on the platform, it makes sense to create applications for different groups.
Salesforce is a powerful CRM platform that is indispensable to modern businesses. But leveraging it for sales and marketing needs efficient UI/UX features that improve user experience and ultimately increase their productivity.
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