Improve Salesforce UX – 4 Tactics

Daniel Gonzalez |
 Salesforce |
 Mar 17, 2021

Time to improve your Salesforce UX 

Establish a Feedback, Review, and Rollout Process for Salesforce Users

A good user experience provides your end-users with an intuitive, simple, and easy-to-use system. Ideally, when you’re designing your system, you want to design it with your end-users in mind. Thinking about what’s going to make it easier for them to get what they need out of Salesforce. If they’re navigating through cluttered layouts, un-used fields, and just a messy org, chances are they’ll be less likely to use Salesforce, which will lead to a decrease in user adoption, and ultimately you won’t achieve the ROI of Salesforce that you could be. Let’s walk through ways you can improve your Salesforce UX and get the most out of your Salesforce investment.

  1. Use a Suggestion Box for Users
  2. Gather Feedback in Salesforce
  3. Create a Cadence around Salesforce UX/Feature Feedback
  4. Develop a Roll-out Process: Salesforce Release Schedule

Now, let’s dive in deeper.

1. Use a Suggestion Box for Users

Feedback from users is a great waya to improve your Salesforce UX, and it’s 100% necessary in order to build a powerful UX for your organization. However, feedback with no checks and balances can quickly spiral out of control. In the consulting space, it’s an all too common scenario where we are brought in to “revamp” Salesforce for an organization. Immediately, it’s pretty clear which organizations have had a sense of a release schedule, or feedback process as the ones that do not often are carrying around a load of technical debt.

Do your page layouts have 10+ fields that are often never used? Do we have automated processes that were once important but now obsolete? All of these things can drastically impact the usability of an org and ultimately its adoption. Like many things in Salesforce, the problem is less of a technical issue or a resource issue but a planning/strategy issue. As an admin, it’s your job to help develop this feedback strategy and as a consultant cleaning up technical debt without establishing a feedback strategy is only a temporary fix.

Being a Salesforce admin can be a space that’s quite difficult to manage as your often battling pressure from different departments, individual users, and even the platform itself when certain technical adjustments need to be made. It’s happened to me and I’ve seen it happen to many others where the role quickly can turn into a “yes I can do that” type of environment. This is a dangerous habit to adopt and it will not only decrease your productivity but ultimately hurt the businesses. Your colleagues will temporarily love you and it will feel nice to please them, but long term it is unsustainable.

2. Gather Feedback in Salesforce

Obviously, we do not want to discourage users from providing feedback, but we want to coach them on the best way to provide this to us. Ironically, one of the first units in trailhead shows us how to build a “suggestion app” in Salesforce. This same methodology can be used to gather user requests and UX feedback. It can be as simple as a custom object with a few fields placed somewhere where it is easy to access, consider using something like a global action so they can do this on the fly. Some simple items we can look to capture are the following:

  • Who submitted the feedback (Role, Profile, Manager)
  • When the feedback was submitted
  • Type of request (Feature, Automation, Field, Report)
  • Request

Every business is different, but remember that if we’re encouraging feedback this needs to be easy. We do not want feedback coming in through email or an excel sheet; leveraging salesforce to log and track these feedback items will help the whole organization understand more about their processes. Just as app designers from social networks gather feedback from users, your instance’s first “customer” is its internal users – use this philosophy to take control and improve your Salesforce UX.

3. Create a Cadence Around Salesforce UX/Feature Feedback

Gathering feedback from our users is only the first step. Remember, our issue was not the lack of feedback but a process to handle the feedback. Now that we have the data in a format where it’s easy to digest, think about how often we a meeting may be required with stakeholders to decode it.

If you have Sales, Service, and Marketing all working in Salesforce you’ll want to look at the feedback items from users with their managers. From here you can determine which items are valid and necessary and perhaps which items need more discussion between their respective teams. Perhaps the managers of these teams will want to talk through the feedback with their team to make sure processes are aligned.

Depending on the size/complexity of the organization meetings may need to be held on different timeframes, but the idea is to keep them short and sweet. Being able to provide aggregated data to management will allow for these conversations to be less philosophical and more task-oriented.

4. Develop a Rollout Process: Salesforce Release Schedule

Now that we’ve developed a method to obtain feedback and review it, we will need a method to build, test, and launch configurations that make the cut. We will need a way to rollout “hotfixes” or emergencies for mission-critical tasks, but the majority of items can be rolled out in an orderly fashion. Depending on the speed of business needs and resources available this schedule will need to be designed for your business (Bi-Monthly, Monthly, etc.). Consider the process below for a simple methodology on how to rollout UI changes:

  • UI Feedback: Managers to review feedback with teams or SFDC admin.
  • SFDC admin to build out new functionality within x -x timeframe (depends on bandwidth) in a sandbox.
  • Power users will test functionality and approve in a sandbox before its migration.
  • Salesforce admin will send an Announcement of changes to impacted users and deploy configurations to production.

What Do You Gain?

Following this process may seem tedious for simple features, but it allows you to improve your Salesforce UX, because you will:

  1. Take control of the implementation lifecycle and scale your administration team accordingly.
  2. Eliminate unnecessary work and technical debt for organizations. If your organization is working with a consultant, it will most likely also decrease billable hours because they will only focus on items that matter in an organized fashion.
  3. Decrease confusion for new features upon rollout because they have been discussed, planned, and announced.

If you’ve just gone live with your Salesforce implementation, be sure to check out this helpful post on what you need to do after implementing Salesforce. If you still have some questions feel free to reach out to us. Learn more about us, we’re an Austin-based Salesforce Consulting partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Thanks for stopping by the Roycon Salesforce blog, be sure to subscribe. Thanks for reading and as always, happy building!

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