Wednesday, May 29, 2013

Makeover Magic: Page Layouts!

One of the most impactful things you can do in your salesforce.com to increase adoption, satisfaction, efficiency, and productivity among your users is to give your page layouts and related lists a makeover

It's true!  While custom fields, relationships, formulas, workflows and reports are the workhorses that make your salesforce.com such a powerful tool, it is hard to harness that power if the environment is not optimized.  New users can be confused and discouraged by complex customizations that are cramped and cluttered.  And as you know, poor user adoption leads to bad data and frustrated admins!

Check out these dramatic before & after photos to see the difference a page layout makeover can make.

Page Layout Detail View:

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Take a look at your records with these ideas in mind.  For even more about page layouts, check out this post from Mike at buttonclickadmin.com: How to Make Your Salesforce Page Layouts Awesome.

If you would like some help optimizing your salesforce.com org, Contact Us!  The consultants at Redpath are experts in salesforce.com evaluation, field utilization analysis, data validation and cleanup, and general salesforce.com tune-ups.