Page layouts are just one of the many ways to get data into your Salesforce org. They can run the gamut from very simple with only a few fields, to incredibly complex with hundreds of fields. The ideal page layout for one use case, may be totally different from the ideal page layout for the next use case. How do you determine what’s ideal for your circumstance? That’s really rather simple. Here’s 4 items to consider.
Most Valuable Professional? Most Valuable Player? Neither. In this case it’s Minimum Viable Places (a.k.a. fields.) What’s the minimum number of fields you can get by with to capture the data needed to accomplish the task at hand. Other considerations here include: does the data already reside in Salesforce, where we can do a lookup? If so, do the lookup, don’t store duplicate information. If you can’t do a lookup can you build out an integration to the original data source?
What’s the natural order of things? If you are collecting address information, collect it in the same order as it would be written on an envelope. If you are collecting a list of items, capture the number first, then the description. Why? Because that’s what seems to make sense, and it’s more like a list that way.
Involve Your End User
Create two different page layout in your sandbox. Yes, I know that’s extra work, but stay with me. Have your users test them both. Let your users give them a good workout and tell you which layout works best. If neither one, create a third option that incorporates the feedback of your users, and test again. Move the winning page layout to production when you are ready.
Sometimes the best page layout isn’t a page layout at all!. For example, if your users are already deeply reliant on Microsoft Excel it’s best to leave them in Excel. Simply connect Excel to Salesforce using X-Author for Excel. Keep the Excel speed and functionality your users enjoy, while bringing them into Salesforce with it’s security and access control, converting the stand alone spreadsheet into an enterprise application.
Learn more about how X-Author for Excel helps companies excel. Download the X-Author Impact Study today!