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Bowling Green Dev Trailblazers Jan 2024.pptx
- 4. Welcome
- 6. Revolutionizing Salesforce: The Power of Dynamic Interfaces
- 7. Revolutionizing Salesforce: The Power of Dynamic Interfaces Lightning App Builder Aka the FlexiPage Editor
- 8. The Power of Dynamic Interfaces ● What is a dynamic Interface ○ A mode of operation adapting the UI based on the user and context ○ Includes Dynamic Forms along with menus and other configurable items ● Why dynamic interfaces? ○ Not all Salesforce users are the same ○ Overloaded forms are confusing, hard to use and overwhelming for users ● Does this require development experience? Experience with Lightning? ○ No, recent enhancements to Salesforce now provide admins the ability to create dynamic user interfaces
- 9. Sample Use Cases To keep this simple, lets focus on the Account object ● Service Agent ○ As a Service Agent, my focus is on data around cases, both active and closed for an Account. ○ My Dashboard will focus on open cases by Account ● Sales Manager ○ As a Sales Manager, my focus is on data around open cases and opportunities. ○ My primary focus is monitoring current sales initiatives and customer satisfaction ● Salesperson ○ As a Salesperson, my focus is assisting customers and suggesting services ○ Converting leads to customers ○ Selling company products and services
- 10. Getting Started… ● Identify use cases and map out dynamic forms for each ● Upgrade to Dynamic Forms ○ Open record page, Edit Page, Upgrade Now ● Use Field Visibility to control ○ Use User or Profile filters for user types ○ Data fields to adjust display based on workflow
- 12. Out of the box Salesforce is Generic Customize with menus and home pages to fit user needs.
- 13. Account Object Focus for this discussion Customize for your use cases Add necessary fields Consider formulas to aid in understanding and usability Formulas can return images
- 14. Customer Service Agent Customer Service related fields and related list Activities and chatter important for agents as they review actions and seen assistance
- 15. Customer Service Agent Tab – Support Focused Dynamic Record Detail section Consider dynamic actions First… consider the needs of the users Don’t forget important related lists and actions
- 16. Account Form – standard
- 17. Account Form – dynamic
- 18. Enable
- 19. Create Sales Focused Tab – Sales Focus Dynamic Record Detail section Consider dynamic actions First… consider the needs of the users Don’t forget important related lists and actions
- 20. Revolutionizing Salesforce: The Power of Dynamic Interfaces Simplify the user interface Improve user adoption Improve data quality Happy Users, Happy Life 😃
- 21. Wrap-up
Editor's Notes
- Demo Org: https://laysonline7-dev-ed.develop.my.salesforce.com/ User Id: john@laysonlinedeveloper.com
- Thank you for joining the meeting Thank you for participating in our Trailblazer group Thank you for support the Salesforce community Thank you for using Salesforce to support your business and personal goals Without you none of this is possible
- Your hosts today are John Lay and Tabitha Dean Tabitha is just getting started on her Salesforce journey, but already making big impacts John has been using Salesforce for over 10 years and been recognized for his efforts with the coveted Salesforce Golden Hoodie.
- Welcome to our January 2024 meeting… the first meeting of the new year. What do you expect to accomplish this new year?
- Warm up activity - Tabitha
- John – introduce presentation… Revolutionizing Salesforce: The power of dynamic interfaces Dynamic interfaces are not new, not new to the web or to applications using Salesforce What is new, are new capabilities for dynamic interfaces available to the Salesforce Admin to accomplish great dynamic user interfaces without code. Until recently creation of a dynamic interface required visual force code, javascript code, or lightning code… all requiring developer skills. Now the power of creating a dynamic user interface is available to admins using just the Salesforce flexi page editor
- Now the power of creating a dynamic user interface is available to admins using just the Salesforce flexi page editor
- What is the power of dynamic interfaces? First, what does dynamic interfaces mean and have to do with Salesforce. ability to adapt the page layout and ui elements based on the user and data displayed. Can also include forms and displayed data based on an operation such as running a flow The Salesforce user interface can get overwhelming with lots of fields and actions. While each is necessary, not all users need to see or edit values all the time One of the top complaints I hear about Salesforce is its complexity for users. There are too many fields to fill out or I can't find the field I need to complete. How do we address these complaints? First listen to the users, think about task-oriented page layouts based on user roles or personas. Consider adjusting the form to be more appropriate for the current state of the record and the focus of the current user Dynamic forms provide the ability to adapt the form Personal note: consider tabs to keep the full form while having focused tabs for viewer. Using field visibility rules these can be hidden or shown for more flexibility
- So how do you identify where to use dynamic forms? Start with understanding your users and use case is a good tool for this exercise So let’s pause and discuss use cases and personas Use cases are just statements to describe things a user can do. Use case statements consist of a “who”, a “what” and a “how” The who are often called user personas, which are high level descriptions based on the types of actual users. The what is a high level action the user needs to perform and of course the how describes how the user accomplishes the action, again all high level. Identify user personas, such as the example here… Service Agent, Sales Manager, and salesperson. Seems obvious, but the exercise is a good practice. You can use names to help the process but focus more on describing what they do and how they accomplish their work than business roles or titles. For example, you may have multiple types of support agents… maybe by company product or service? Maybe by customer type? Internal/external, gold vs standard.
- Ok, you found the perfect use case. How do you get started. I recommend you sketch out a prototype and discuss with the user community first. Assuming you have their acceptance, let’s get started. I like to start from the actual page, then use setup, edit page to get into the editor. Then using magic, select the record detail control and look at the settings. The first time you try this you will see the shown dialog prompting you to upgrade the form…. This is the key. Also I recommend starting from the exiting fields from the layout.
- Now you will see something that looks familiar if you are used to using Page Layouts. But now you have the ability to set field visibility. This is where the real power of dynamic forms appears Pick a field and describe the behavior and visibility More on this later…
- Salesforce out of the box is one size for all Look at your prime use cases and define apps, menus, and home pages to give users a more custom experience This presentation is high level and will not dive into these details but I would be remiss for not point out this need.
- Dynamic interfaces need data to drive them Customize your objects with values and formulas to assist.
- So here you see where I’ve added tabs in the form for specific user personas I’m not hiding them for this discussion, but they could be hidden so a user only sees what applies to them.
- Using Dynamic User Interface features is powerful, and of course with power, comes much responsibility Understand the needs of your users and balance this with the requirements of keeping data secure and accurate Consider using multiple tabs to keep all fields available and in the current form while creating role (user) specific tabs to give focus (improve focus)
- We’ve always been able to adjust the form via Page Layouts. True it took some work with Record Types and Profiles… Now we we have more flexibility using FlexiPages and dynamic form layouts
- We’ve always been able to adjust the form via Page Layouts. True it took some work with Record Types and Profiles… Now we we have more flexibility using FlexiPages and dynamic form layouts
- We’ve always been able to adjust the form via Page Layouts. True it took some work with Record Types and Profiles… Now we we have more flexibility using FlexiPages and dynamic form layouts
- Using Dynamic User Interface features is powerful, and of course with power, comes much responsibility Understand the needs of your users and balance this with the requirements of keeping data secure and accurate Consider using multiple tabs to keep all fields available and in the current form while creating role (user) specific tabs to give focus (improve focus) Here I adjusted the fields to focus on sales necessary data and changed the related list to be just opportunities Consider live demo… Demo Org: https://laysonline7-dev-ed.develop.my.salesforce.com/ User Id: john@laysonlinedeveloper.com
- Now Dynamic interfaces is a tool in the Salesforce Admin’s belt Use it to improve the users understanding and simplify the use of Salesforce Maybe it will lead to higher user adoption of Salesforce and less complaints, maybe even some compliments But first… you need to understand the pains of your users and how they want to use Salesforce From this understanding you will now be able to adapt the SF user interface to improve the usability