One of the biggest challenges between operations teams and Sales Cloud users is data integrity. While users can be required to populate fields using validation rules, these rules can easily become overwhelming as users are forced to scroll around the record page and receive error messages to meet all of the requirements needed to save the record.
A bad user experience can completely erode data integrity in your Salesforce environment. If populating data takes too long, users will flock to other tools to track their data or even populate fields inaccurately in an effort to get the task done quickly.
One common example of this is pipeline data. For each opportunity stage, organizations require certain data to be populated by teams that would rather spend time selling. Often, the opportunity stage requirements are always changing, making it challenging and time-consuming for users to upkeep accurate pipeline data.
Dynamic Forms as the Solution
While many organizations have turned to Screen Flows and Visualforce Pages to improve processes such as opportunity management, an easy, flexible, no-code solution has emerged with Salesforce’s Dynamic Forms feature.
For the example of opportunity management, operations teams can now visually display all required fields, strategies, and enablement steps on the opportunity page layout itself, streamlining and simplifying the process for end users. This becomes a ‘win-win’: end users have more time to sell, and operations teams have more accurate data.
This approach can also possibly make the sales cycle quicker with a clearer understanding of what information is still needed from the selling team and more insight from the operations team into where the deal may be blocked.
Building an Opportunity Management Process
In building an opportunity management process, you may have explored the Path feature. While this feature is great for enablement, it isn’t as robust as the components available in Dynamic Forms.
Below is a simple-to-build example of some of the customizations that can be used when building out an opportunity management process with Dynamic Forms. In this image, you’ll see:
- “Sales Process” Tab: Tabs can be hidden by user profile, field values, etc., using Component Visibility to ensure the tab only appears for users who will find it relevant.
- Stage Names Represented as Accordion Sections: Using the Accordian Lightning page component, you can display only one stage’s worth of fields at a time.
- “Qualification Steps” Enablement Text: Using the Rich Text Lightning page component, you can easily add any steps or information you’d like to the page.
- “Fields to Populate” Section: Using the Field Section Lightning page component, you can add any fields relevant to the opportunity stage.
- Note: This may be the most important feature, as Component Visibility allows you to hide fields by user profile, field values, etc., to mimic opportunity validation rules and avoid users running into errors.
- “Points of Contact” Related List: Using the Dynamic Related List Lightning page component, you can add related lists directly to a stage section and even filter them to show only specific related data.
To show one further stage, below is an example of what can be displayed for the Needs Analysis stage of the opportunity: a Tab component representing a SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis, with each tab containing fields to guide users through the analysis.
Summary
Dynamic Forms can truly be the answer to improving data integrity and building out more visual processes within Sales Cloud – whether for opportunities, leads, accounts, or other objects. Your users will appreciate the process clarity, and your data will reflect that of an organization with process alignment.
Any thoughts? Leave them in the comments below.
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