Customizing your Salesforce Org’s UI (user interface) can have a HUGE impact on adoption – plus, it’s quick, free, and is so easy that even the newest of Admins can do it! There’s an incredibly high ROI on these UI customizations – for the users, these are some of the most noticeable changes you will make, and can actually improve their mood and willingness to use Salesforce.
I recently revisited 6 UI/UX Features to Implement in Every Salesforce Project by Tomas Queiros. I love this post! It’s such a great reminder of all the ways to tailor a Salesforce Org to match the company that’s using it.
Here’s a recap:
- Adapt your Salesforce App
- List Views
- Validation Rules (make them funny)
- Page Layouts and Lightning Pages
- Compact Layouts – Give more with less
- Images Formulas
As every good Admin knows, happy users = happy org – so, here are a few more of my favorite ideas to freshen up your Salesforce UI.
1. MyDomain Logo, and RightFrame URL
The login page is the first place that you, as the Admin, have the opportunity to interact with your users. Customizing the login page takes only a few minutes, and makes a big impact.
You can choose to not customize the login page, and let your users login here: login.salesforce.com
Yes, fine, we’re all here ‘cause we love Salesforce. But this login page is boring. Just sayin’.
Why do it that way, when you could let them login to something like this: resourcefulfoxexample.salesforce.com
The second one is better because clearly it belongs to my company. It’s unique and immediately distinguishable from any other company’s Salesforce login page.
And – listen people, I’m not a graphic designer! That’s why my next recommendation when you’re doing this is to work with your Marketing, Graphic Design, or Website design team to get everything you need. The max dimensions for the logo is 250px by 125px, and no larger than 100KB. You may need to ask for a custom page to use as your right-frame URL, or even use your company’s webpage if you can.
2. Letterheads & Email Templates
Letterheads can be found in Classic, under Setup → Letterheads, but you will need to first add your Logo to a documents folder, and make it external facing.
While you’ve got your logo, you should also go ahead and make some general HTML email templates for future use.
Above: Classic Email Template, with header
Above: Lightning Email Template, with header
3. Search Layouts & Search Filters
Search results and filters are one of those things: If you do it right, no one will know you’ve done anything at all. Do it wrong (or ignore it completely), and your users will be unhappy with Salesforce, but they won’t know why they’re unhappy with Salesforce.
We’re all familiar with the global search at the top of the page, but if you haven’t customized the search results for each object, then you might be letting your users down.
A big example is Opportunities. Sales Reps, VP’s, Sales Operations, even Customer Support probably search for an Opportunity multiple times a day. Here, I’ve searched for the term “United Oil”
And ended up with some search results that are almost impossible to tell apart from each other! As an Admin, I know this will frustrate my users – they’re probably going to need to click on these each to see which one they need. But if I customize the search columns, I can display more relevant information to the end user, immediately upon search.
All I did was modify a couple columns. I got rid of Account Site, because this org doesn’t use that field. I’ve removed “Owner Alias” and replaced it with “Owner Full Name.” And I have added columns for “Type” and “Amount.” Now it’s much easier to tell these apart from one another!
You’ll want to do this for every object in your org – especially the primary ones your team uses, all of the Standard objects, and don’t forget about your custom objects too!
Search filters add another layer to the users search capabilities. The filters on the left allow me to narrow down my search based on the criteria you select.
4. Change your Sandbox Logo and Color Palette
Admin Confession: Early in my Salesforce career – very early, as in, during week 1 – I was given a Sandbox Account and a Production Account. I was tasked with using the data loader to mass close about 3,000 Cases in Production. And of course, I had to figure out how to do that mostly on my own. You can probably guess where this is going…
I did all my record updates in Sandbox, and did not even realize I was not working in Production. And it might not have been so bad, except that I proudly told the whole team that the work was done, when it clearly was not. I’m not the only person who has done this.
Things are a little better today – we do have the global header in Lightning Sandboxes that displays Sandbox: SandboxName. But I still think the “look” of a sandbox should be significantly different from production.
Fortunately, it’s free and easy to customize the look and feel of your Sandboxes, and make them visually different from Production. It’s also a fun way to add a sense of humor to your Sandboxes, and the teams who work in them.
From setup, go to User Interface, then Themes and Branding to update the Org’s color palette and logo, and you can also do each Lightning App individually, with the same logo if you like.
5. Custom Hyperlink Color
As of the Spring ‘20 Release, you can also customize the color of any hyperlinks in your Org.
You’ll do this in Setup → User Interface → Themes & Branding
Of course, this is by no means an exhaustive list. These are just a few of my personal favorites. I hope that you’re able to implement some of these in your own org. If you can only do one, you should definitely do MyDomain.
If you liked this article and find yourself with a bit more time on your hands, check out 6 UI/UX Features to Implement in Every Salesforce Project
Do you have a favorite UI customization that’s not listed here? Let us know in the comments below!