simplify your salesforce org in 6 steps · delete all unused list views. create specific list views...
TRANSCRIPT
Part 6 | User Interface
Hosted by:
David Giller, Salesforce MVP
Simplify Your Salesforce Org in 6 Steps
Use this workbook to organize your notes while completing this unit
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Workbook for Part 6 - User Interface
List out all of the objects (both standard and custom objects) being used in your Salesforce instance.
Below is a sample worksheet to help you keep track of the objects and some of the other elements covered in this unit:
Object Name Type Reviewed All Fields?
Reviewed All Page Layouts?
Leads
Accounts
Contacts
Opportunities
Cases
Campaigns
Quotes
Standard
Standard
Standard
Standard
Standard
Standard
Standard
Custom
Custom
Custom
Custom
Custom
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
Not Started
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Review All Fields on Each Object
Page Layout Review/Updates
List View Updates
Reports
Review the FLS to hide or control edit permissions on each field.
Decide which fields should be required.
Review and update picklist values in each of your dropdown fields.
Set default values where appropriate, to help eliminate extra clicks for your users.
Populate the Help Text feature in each field that your users find confusing, or are using inappropriately.
Review and update the order (sequence) of the fields displayed on the screen, in a way that makes sense to your end users.
Organize the related fields into logical sections and use descriptive Section Names in your page layouts.
Order your sections to make data entry and viewing of data simple and logical showing the most important information near the top of the screen.
Customize your related lists to ensure that the most appropriate fields are displayed on each of those related lists.
On each of the related lists, give some thought to decide how you want those related record sorted. Do you want them sorted alphabetically? Sequentially by date created or last modified, with the oldest record on the top or the newest one on the top?
Delete all unused List Views.Create specific list views that are appropriate for specific groups of users.
Look at your Optimizer Report to identify all of the reports that aren’t being used by anyone in your organization.
Either move all unused reports to a consolidated “Archived Folder” or simply delete them entirely.
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Salesforce App Manager
Home Page
Setup > User Interface Options
AppExchange Apps (Installed Packages)
Drill into each App found in App Manager.
Review the tabs included in the navigation.
Identify which tabs could be eliminated.
Identify which tabs should be included.
Review and update the sequencing (sorting) of the tabs.
Review the Lightning Components that should be eliminated.
Identify which Lightning Components should be added.
Review the placement of each Lightning Component.
Identify which Lightning Components should be dynamically visible only for certain types of users.
Enable Inline Editing
Enable Enhanced Lists
Enable Collapsible Sections
Enable Hover Details
Identify which Installed Packages are no longer being used by anyone.
Uninstall any packages no longer needed.
Explore if the company currently has paid subscriptions associated to some of the Installed Packages being uninstalled. Make sure to cancel those subscriptions.
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Links to Trailhead and Salesforce Help Documentation associated with several concepts and features referenced in this unit:
› Customize Standard Fields
› Understand Custom and Standard Objects
› Customize Record Details with Page Layouts
› Customize Search and Object Layouts
› Configure Page Layouts and Record Types
› Page Layouts
› Customize Related Lists
› Create Custom Buttons and Links
› Customize Record Highlights with Compact Layouts
› Empower Your Users with Quick Actions
› Custom Themes & Branding
› Customize the Home Page
› Work with List Views
› Salesforce Optimizer
› Uninstalling a Package
› User Interface Settings
Use this space to write notes from this section
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