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
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 😃
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