Thursday, October 29, 2015

Quick Tips: Un-clutter Report type list (hide report types)

Frankly, this is a pretty nifty feature I have just observed (never paid attention) and I thought that most of you like me, would have never looked into it. So, hereby sharing it.

While implementing Salesforce, one of the key things we showcase to users is the ease with which users can create their own reports with point-and-click features. This is definitely a very important feature for end users as they get the power to create reports in minutes without having to wait for lengthy IT process.

Vanilla Salesforce provides lots of report types out of the box as per below screenshot.
Default report type list

However, it is quite common that client might not be using certain features of Salesforce and hence those report types are not being used at all. They just clutter the report type list unnecessarily.

Salesforce provides a quick way to hide unwanted report types. Just, check the checkbox above "Select Report Types to Hide" and you can hide/ unhide report types. For e.g. we want to hide all Contracts and Products related report types

Hide unhide report types
Voilla!! you have removed one more point of confusion for your users
Uncluttered report types

Wednesday, October 21, 2015

Quick Tips: Consider this before moving to Lightning experience

With Dreamforce '15, everyone got ample view of Lightning framework and its benefits or rather "WOW" aspects. I'm equally excited to see a paramount change in Salesforce UX layer which is was much needed.

With all the excitement and eagerness to understand and use Lightning we need to also understand the process to transition from Classic UI (current UI) to Lightning Experience, or it can be a rather painful and unsatisfactory experience.

Firstly, we need to understand that it's a complete overhaul of User Experience and not mere CSS change. So, the way users interact with application or developers develop the application or architect designs the applications, changes significantly.

Secondly, as of now Lightning Experience is not fully enabled for entire Salesforce and is to be done in phases which makes complete sense. You cannot expect users to learn new system overnight and hence a transition is much appreciated. Not to mention, this also gives users/ developers opportunity to share their feedback and reviews to Salesforce, to help Salesforce improve Lightning Experience even further. So, till the time transition to Lightning experience is completed, be ready to switch between Classic UI and Lightning Experience.

Thirdly, with and Visualforce, lots of organizations and developers have done really fantastic job in creating custom user interface within Salesforce. This however can be a challenge (depends on case to case basis), for organization to move from Classic UI to Lightning experience. In fact, at this point, it is advisable for all those organizations to continue using Visualforce and not transition to Lightning, unless they are creating a completely new module.

I've hereby compiled a small list of quick tips that need to be considered (subject to change in future releases):-

  1. Custom Javascript and URL buttons are not available - so in case you need any functionality you'll have to rely on workflows, process builder, triggers etc. to initate the logic based on some fields
  2. Auto-populating standard forms via url (querystring parameters) is not available
  3. Any visualforce pages developed previousbly which uses Salesforce CSS tags or heavily rely on javascript will need thorough testing
  4. Inline editing is not supported (may be supported in future releases)
  5. Custom tabs cannot be added to new left hand navigation bar (may be supported in future releases)
  6. Lightning Experience cannot be enabled for Orgs using Person accounts
  7. Visualforce pages using standard UI tags get rendered as Salesforce classic

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