The Salesforce UI has been evolving over the last two decades with new releases to improve the overall user experience. Despite the regular updates Salesforce has constantly been under scrutiny for its user interface (UI). The most recent update was in summer 2024.
Many are wondering if the Salesforce Summer ’24 release has finally improved the UI or not. Well, there’s a huge improvement in the UI overall for better page performance, responsiveness and accessibility. Plus, there are a lot of new features and a whole new look for Lightning users.
Let’s discuss the key upgrades and additions in the Salesforce user interface in detail.
Salesforce has updated the visual design and feel of the Lightning version. You will now get an enhanced profile user interface salesforce that’s more seamless, responsive, intuitive and stable.
The icons, space, colors and contrast make the stage opportunities and data more prominent. This improves navigation and gives inviting cues to help you use the app more easily. The new UI is not just functional but also attractive to the users as it comes with a more modern and polished look.
These are the main features that improve the new UI design:
Now who got these updates? The new UI was enabled by default for Starter Suite, Pro Suite and some Sales Cloud customers. Only the new Enterprise and Professional customers of Sales Cloud have the enhanced UI option available.
Artificial intelligence (AI) has undoubtedly dominated the conversation this year. Every industry and sector is eager to explore AI applications in some which also includes Salesforce. While Salesforce has already embraced AI it’s also working on generative AI capabilities in 2024.
One of the most prominent applications is for internet users with the newly introduced Einstein 1-powered tools. Sales Cloud users can create AI that generates sales and emails that are personalized for each customer. Service Cloud users also benefit from features such as automated service replies to quickly address customer inquiries.
The 2024 summer release also includes salesforce new user interface for Einstein AI. It is the first ever AI designed just for CRM applications. Einstein is a conversational UI for any app or workflow. It is powered by a flexible suite of tools that let you customize prompts, skills and models. Einstein AI is available for different features in Salesforce like for Flow and Formulas. Now let’s see the UI/UX enhancements in Einstein AI:
After looking at these upgrades we can see that users now have more customization options and design control which make Salesforce even more adaptable for different business needs.
Salesforce is a powerful CRM tool but its user interface (UI) can feel overwhelming without proper optimization. Here are some best practices to make the Salesforce UI work for you:
1. Simplify Page Layouts
Use Salesforce’s drag and drop feature to remove unnecessary fields, sections and related lists. This will help you access the most relevant and important data quickly.
2. Use Lightning Components
Salesforce Lightning offers a modern and flexible UI which allows you to group data, charts and related records into a cohesive view. This way you can access and act on critical information without looking for it.
3. Leverage Custom Views and Filters
Custom views and filters let you access most relevant data for efficiency. For example, sales teams can filter opportunities by stage or region while customer service reps can focus on high priority cases.
4. Optimize for Mobile
The Salesforce mobile app is the perfect way to get all your CRM data on the go. The app’s pages are responsive and use compact layouts to make the information easier to view on smaller screens.
5. Organize Information
The way you organize data can greatly impact how users interact with the Salesforce interface. Use highlights and visual cues to direct attention to high priority items. For instance, opportunity stages can be color coded or cases can have priority labels.
6. Leverage Automation
Integrating automation in Salesforce UI enhances the user experience by reducing repetitive tasks. Set up workflow rules, process builder flows and validation rules to automate actions like record creation, updates or notifications.
7. Update Regularly
Update the UI and make adjustments based on user feedback and new features. Check for any outdated elements or workflows that need to be optimized further. Also stay up to date with Salesforce’s updates to keep evolving as your business grows.
Salesforce’s 2024 release brings enhanced experience with a more intuitive interface and advanced features. These updates will streamline workflows, improve data management and increase productivity. If you want to use Salesforce to the best of its ability then stay up to date with the changes.
Reach out to PixelConsulting to get expert guidance on how to navigate these new releases. We have a team of Salesforce technicians to help you implement and adopt this cloud based CRM solution for business growth and efficiency.
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