Salesforce is a powerful tool for managing your data, but its full potential can be hampered on a mobile device if page layouts aren't optimized. Dozens of fields and endless related lists can overwhelm users on a small screen. This article provides tips and tricks to make your existing page layouts more user-friendly for the Salesforce mobile app.
The Problem: Information Overload on Mobile
Imagine a page layout designed for a desktop screen crammed onto a mobile phone. It becomes difficult to find the information you need and takes forever to scroll through. Mobile users want a quick and efficient way to access data, not a labyrinth of fields and lists.
The Key: Prioritize and Minimize
Focus on what's essential.
What information should be readily available at a glance?
What are the crucial moments for users within the mobile app?
What processes can be automated to save users time and effort?
Organize and minimize fields:
Sections: Organize information logically, prioritizing the most important details at the top. Users shouldn't have to search for specific fields. Group similar fields within sections for easy navigation.
Action Bar Icons: Don't clutter the layout with phone and email fields. These are readily accessible via the phone and email icons on the record page's action bar.
Dynamic Rendering: Don't worry about single vs. two-column layouts. Salesforce for iOS/Android will automatically rearrange fields into a single column, while web browsers might show two.
Compact Layout: Include the most critical fields in the compact layout. This layout drives record highlights and record preview cards in the mobile app, ensuring essential information is readily available without needing to drill down.
Required Fields: Minimize the number of required fields on the detail page. Consider if each field is truly necessary to save a record.
Record Types: Utilize record types (if available) to prevent unnecessary fields appearing on all records.
Default Values: Reduce the number of fields displayed by using default values for new records. This eliminates the need for user input on specific data points.
By following these tips, you can transform your page layouts into user-friendly tools for the Salesforce mobile app. This approach promotes efficient data access and improves the overall mobile experience for your team.
Take your Salesforce mobile experience to the next level. Optimize your page layouts today! Get in touch with our experts for personalized guidance.
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