Organizing page layouts logically for ease of use is an easy way to optimize Salesforce to make it easier for your users and to increase user adoption.
These are simple changes that can make a big difference to your users. We often see page layout issues that result in users not wanting to use Salesforce. If you present your users with a page layout that has not carefully been designed you will create user adoption issues.
Page layouts that are well designed with your users concerns in mind can help with user satisfaction and user adoption. If you have a lot of page layouts just focus on one every couple of days, or one a week. Just be sure to optimize all of them!
Here are three ways to do this:
- Utilize sections to keep related fields together
- The most used fields should be closer to the top of the section to keep scrolling to a minimum
- Keep similar fields in the same section across objects types. For example, the Account Name field on accounts, contacts, opportunities and cases should be in the same area of the page on all objects to make it easier to find.[hs_action id=”11469″]