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.

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

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3. Jayvin Arora
Technical Lead, Soliant Consulting
Salesforce MVP, Philadelphia User Group Leader
Jayvin.Arora@alumni.upenn.edu

4. Viet Nguyen
Lead Salesforce Consultant
@its_viet

5. Audience
Beginner Admin…
Intermediate Admin…
Inherited an org…

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

15. Visuals, Visuals, Visuals!

16. Visuals, Visuals, Visuals!

17. Visuals, Visuals, Visuals!

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

22. Use Process Builder

23. Use Process Builder

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

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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
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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