68% of users say they’ll stop using an app or tool if the user experience is frustrating . That includes Salesforce.
The platform is powerful but only when people actually want to use it. And let’s be real, many Salesforce instances look more like a messy storage closet than a streamlined workspace. Buttons everywhere, endless fields and tabs that lead to nowhere. That’s not exactly user friendly, right?
If you want better adoption (and less groaning from your team), start with UX. Let’s walk through 11 practical ways to make your Salesforce better for real users!
Salesforce isn’t a one size fits all tool. Your sales team doesn’t need the same layout as your customer service team. So, stop trying to force everyone into the same setup.
Tip: Use customized page layouts and Lightning apps tailored to different roles. Strip away anything that feels like clutter.
When users only see what they need, their confidence and efficiency shoot up. Less noise = more action.
Over time, Salesforce orgs get bloated. Fields, buttons, tabs, links—leftovers from old projects or ideas no one uses anymore.
Ask yourself:
Trim it down. A cleaner interface makes Salesforce feel less like a maze and more like a dashboard.
Every second counts. Slow loading pages frustrate users, especially when they’re juggling calls, emails and targets.
Try these:
Faster pages = happier users. And it shows—faster UX can boost productivity by up to 25%.
Instead of dumping everything into one giant screen, break it up.
Use:
This makes it easier to scan and find what matters. Less scrolling, less frustration.
This sounds simple, but inconsistent labels confuse users fast.
Example: One screen says “Close Date,” another says “Expected Close.” Are they the same thing? Who knows?
Pick a naming style and stick with it. Use terms your users understand—not Salesforce jargon.
Better labels = faster decisions.
Yes, notifications are helpful but only when they’re relevant. If users get 20 alerts a day, they’ll start ignoring all of them.
Here’s what to do:
Make alerts meaningful, not annoying.
Sometimes, a pop of color or icon is more helpful than 10 lines of text.
Use:
This adds clarity. It also makes the experience feel more modern—like the apps people use outside of work.
User experience isn’t something you do to users. It’s something you build with them.
Run quarterly feedback sessions. Use simple surveys or even one on one chats. Ask:
Then act on it. Even small changes based on feedback can lead to major adoption wins.
Training fatigue is real. People don’t remember 50 slide decks. What they do remember? Quick, helpful prompts at the moment they need them.
Use Salesforce’s In App Guidance feature to:
This boosts confidence and keeps users in the flow. It’s like a GPS for your CRM.
Don’t wait until users complain. Test early.
When building or updating a page:
Iterate based on real behavior, not guesses. A 30 minute review session now can save weeks of back and forth later.
Good UX is measurable. Salesforce has powerful adoption dashboards and event monitoring tools. Use them regularly as they tell you what users won’t always say out loud.
Here are key insights to improve layouts, remove roadblocks and celebrate adoption wins:
New software isn’t cheap. Your organization made an investment whether it’s custom development or a big name CRM. Imagine paying thousands for Salesforce licenses and then no one logs in or updates records. That's a wasted budget.
Thus, without adoption your investment doesn’t deliver returns. That’s why your team needs to make the most of the new product. This way you start seeing productivity boosts, better decisions and real results.
Ever heard this one?
"This tool just makes my job harder."
That usually means the adoption process failed. When users feel involved early and get proper support, they’re less likely to resist change. Instead of frustration, you build confidence—and trust.
Systems are only as smart as the data they hold. If your team isn’t entering accurate, timely information, then dashboards and reports become useless.
High user adoption means better, cleaner data—and that leads to better decisions at every level.
Tools like Salesforce or Asana are built to streamline tasks. But here’s the catch: they only work if people actually use them.
With high adoption, employees spend less time hunting for info or juggling spreadsheets. Instead, they focus on doing their jobs faster and smarter.
Better UX means:
You don’t need to overhaul everything. Start with the basics: clean up clutter, listen to users and make the daily experience smooth and intuitive. Your team will actually use Salesforce when it feels like a helpful tool and less like a chore.
And if this sounds overwhelming, don’t worry. That’s where PixelConsulting can help. We specialize in Salesforce user adoption and making it work the way your team actually wants to use it.
Contact us now!
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