Thursday , July 29 2021

How to configure Lightning pages that work for users

We know that change management can be a full-time job for #AwesomeAdmin Trailblazers and guiding user adoption in Lightning Experience is no exception!

We listened to you and your end users and we created some powerful tools for creating and customizing apps in Lightning Experience. Through recent research on the user experience, we have gained excellent information from users about where our product needs to go (See: View density settings). We also learned how difficult it can be for administrators to identify which customizations could best guide end-user adoption and engagement.

Between our product vision and innovation and #AwesomeAdmin's feedback, we have identified some simple ways to set up Lightning Pages for an extraordinary user experience. These configurations will allow your users to work more efficiently in Lightning and which Admin does not like?

Since many "End-User" people spend most of their day using Record Detail data, we have focused this post on five customizations that make access to this data as efficient as possible, without scrolling or clicking additional:

Help users find the information they need faster by configuring Related list Quick links and / or Related list – Individuals

Tab-based related list components that appear in predefined record pages in Lightning sometimes take up a lot of space and require users to scroll to the related list they need.

Insert the RLQL (Related List Quick Links) component, which will drastically reduce user activity time! It is the new and improved version of the classic related list links and similarly displays all related lists as hoverable links in a single component.

Users are able to hover and view up to 10 records and columns of related lists, perform bulk actions, and sort without leaving the page. Users are also able to customize the order and even remove related lists to meet their needs (user settings are specific to a user and will not affect other users). The component is also responsive, so if the size of your browser is large, you'll see more columns of links.

TIP: Use "Esc" to quickly close a related list hover.

To configure quick links to the related list (RLQL):

  1. Go to Lightning App Builder. From a record detail page, click on the gear icon at the top right, then click on "Edit Page".
  2. Remove the Related Lists component on the page by default by selecting it and pressing the Delete icon at the top right.
  3. Search for the related list in the search box to quickly find all the related related list components.
  4. Drag a Related List Quick Links component to your page. The most popular locations are in the narrow side region or across the width under the highlights panel.
  5. Press "Save" and follow the activation process if this is the first time you edit a Lightning page and go back to the record you were watching to see the fruits of your work.
  6. Note: At this time, a related list still needs to be in a user's assigned page layout to be displayed for that user. We are working to move the related directories visible in Lightning Experience outside the page layouts to link to Lightning Pages. Stay tuned for more updates in the future.

We understand that there are times when you want certain related information to be visible directly on the page. For these situations, the Related List – The single component is the way to go. Return to the Lightning App Builder and drag one or more related list – individual components into the page and select the appropriate related list.

TIP: You can also show related data from related objects by editing the Parent Record attribute in the desired search field.

Congratulations! You have correctly configured RLQL. These components will provide a huge increase in productivity for your users and will also clean up a lot of vertical properties on your pages.

Reduce clicks by increasing the number of action buttons visible in the highlights panel

By default, the Highlight panel will show the Follow / Next button, along with the first 3 action buttons from the page layout assigned by a user. Any additional action buttons will be accessible via a drop-down menu.

To customize the number of visible action buttons:

  1. Go to Lightning App Builder
  2. Select the panel component Highlights
  3. Update the value of the attribute Visible action buttons. The number of visible action buttons can be set to a value from 0 (everything is in a drop-down menu) to 10. The Follow / Follow button is separate and does not count towards the limit. If you always want to see as many actions as possible, set this property to 10. Do not worry, if there is not enough space to fit 10 actions for any reason (long labels, small browser size, etc.) The component is intelligent and will automatically overwrite the actions in the drop-down menu.

It's worth mentioning that we prioritize compliance with your metadata, so the component will show as many actions as possible, which means potentially showing less of the record name when many visible actions are configured. Be sure to test your changes to make sure the record name and actions appear as you expect.

After increasing the value, more buttons will be visible, saving the extra click to open the drop-down menu. Talk about productivity!

Set the default Record home tab based on user needs

Consider setting record details as defaults (like tab or standalone).

In our research we observed that many users were stumbled on the home pages of records that by default were related instead of details, as well as the inconsistency of these default values ​​between objects. Note: this largely depends on the users workflow! We recommend observing users "in the wild". If the first thing they do on a registration page is click on Details, you can save them by clicking by changing this default value.

For most of our standard objects, the details of the ready-to-use records lie behind a secondary DETAILS card for most of our standard objects. This means that a click is enough for users. For custom objects, DETAILS is the default card out of the box. We are revisiting our out-of-the-box configurations along with other research topics to improve the default experience, however, for the moment this is a customization that you will need to implement.

To do this there are two options:

Keep the tabs and set the appropriate tab as the default. This can be done by clicking on the tabs in the Lightning App Builder and updating the & # 39; Default Tab & # 39; in the box on the right. You can make any tab the default by using the Default Tab attribute, regardless of its location.

If you want to further customize it, you can also move the components outside of the tabs and move the tabs to different regions, similar to what is shown at the beginning of the article where Details is located. out of a tab and Activities and Chatter are now in tabs in the restricted region.

Set the path for your custom object and use it to represent linear processes

> Opportunities and leads have a Path component that allows you to view the current state of a specific record and allows users to quickly update data and status. You can update the route settings with additional information or create your own path for the supported standard objects and all custom objects. Note that some users have observed Path confusion when used to represent non-linear processes. In these cases, proceed with caution and test the route with users to ensure they are not tripped.

To update your route settings or create your own route, take a look at this help doc or follow these steps:

  1. Go to Route settings in Setup and select "New route".
  2. Follow the steps to create the new path, making sure to select the appropriate pick list for the route, and add the right fields and the guide for each selection list value.
  3. Once the path has been set and activated, make sure it is on the Lightning App Builder page.
  4. Configure the attributes for the path in the right panel as appropriate for your process.
  5. Save, activate and assign as appropriate, then visit a record to see your new route.

Your users can now easily view the status of your custom object records and quickly update information directly from your personalized route!

Note: By default, Stage Paths are displayed as compressed, even if fields and directions have been added for a Stage. You can update it in Route Settings under Setup to remember user preferences.

Enter the most important fields in the Highlights panel based on the needs of your users

For example, many sales people often need phone numbers to jump out of them. The highlight panel at the top of the registration pages is a great place to put key information. It is based on fields in the compact layout. The compact layout has some key fields for standard objects, but for custom objects it will only have the name field.

To make sure that the highlight panel shows the right information for your users, follow these steps:

  1. Go to the appropriate object in the Object Manager and click on the Compact Layout navigation item.
  2. From this page, press the & # 39; New & # 39; at the top right to go to the new compact layout screen, add the desired fields and press Save.
  3. Then, press the Compile Compact Layout button to change the assignment to your new custom compact layout to make sure users see it.

And this is all! Now you have customized the fields shown in the highlights panel!

We hope that this set of customizations and suggestions on the user experience has been useful and you feel encouraged to immerse yourself more and more in the world of customization in Lightning Experience. What was your favorite personalization from the high? Are there any personalizations that you have personally implemented that have made the difference to your users that you would like to share? Let us know below!

Coming to Dreamforce? Join us for a live demonstration of these suggestions and others. We will also share insights on Lightning Pages from our user research and directions on how to search for users! Add to your Agenda Builder now.

Additional resources:

Overview and route guidance:

Optimize sales processes using the path

Know your users:

Basic user search path

Regarding the Authors:

Emil Witt is a former non-profit administrator created by User Experience Researcher at Salesforce who is passionate about making tools that Salesforce provides as easy to use as it is powerful.
Eric Shih is a Product Manager at Salesforce. He loves working with design, research, engineering and, above all, customers to create and create extraordinary experiences for Salesforce users. Eric is active in the Trailblazer community and would like to hear from you!

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