Salesforce User Experience

The Salesforce user experience (UX) is important in development because it will directly impact the success of an implementation and ongoing use of the system. A software solution with a good UX will increase user adoption, increase user satisfaction, and minimize the risk of complete abandonment by an organization.

It’s critical that Salesforce software developers make the user experience a priority when creating and implementing solutions. This consist of all aspects of the user’s interaction with the software, including the user interface (UI), workflow, processes, ease of use, responsiveness, and user navigation.

The Salesforce platform provides the tools to create exceptional user experiences across your enterprise. The objective is to make sure the solution has the features and functionality that support the overall user experience in a way that is easy to use and consumable by even your most novice user.

The three key elements to a good software user experience:

User interface (UI): The software should be easy to use, intuitive, and provide a seamless user experience. It should be designed with the user’s needs in mind and should minimize the amount of time and effort required to accomplish tasks. The design of the user interface should be visually appealing and easy to use. A good UI will help eliminate multiple steps while minimizing the number of keystrokes. The design and layouts should be modern, and consistent across the solution.

Architecture: Associations and nonprofits are unique and require features and functionality that can sometimes be complex. The software should provide the features and functionality that users need to accomplish their goals in a logical and organized manner. The solution should be architected in a way that is easy to understand and navigate, and should be organized in a way that makes sense to the end user.

Responsiveness: Software developers should be focused on the responsiveness and performance of the solution. We have found that many associations and nonprofits struggle with poorly coded applications that have slow load times, causing delays and frustrating users. To ensure that custom code does not negatively impact responsiveness, developers should follow best practices for coding and testing, and ensure that the code is optimized.

Whether you are going through a new Salesforce implementation or making changes to your current solution the first step is understanding the needs and preferences of the end users. It is important to solicit feedback and incorporate it into the design process. This can be accomplished through a discovery, interviews and testing. User testing helps identify areas for improvement and ensures that the software meets the needs of the user and the organization. Based on user feedback, designers can iterate and refine the design to improve the UX.

Why should your organization care about a good UX?

User satisfaction: Good UX will increase user satisfaction which will lead to improved performance, productivity and overall job satisfaction. This will immediately improve employee morale and increase employee retention.

Increased engagement: Good UX can increase user engagement. Engaged users are more likely to continue using the software and are more likely to champion it.

Reduced support costs: Good UX can reduce support costs by decreasing the need for user support and training. When the software is easy to use and intuitive, users are less likely to need help or support.

Increased revenue: Good UX can increase revenue by increasing user engagement and satisfaction, resulting in more repeat customers and increased revenue.

Overall, creating a positive software user experience requires a user-centered approach and a focus on designing software that is easy to use, efficient, and meets the needs of the user. Systems Rewired is a Salesforce consulting company focused on the association and nonprofit marketplace. We have experienced Salesforce association consultants that understand the importance of UX across all departments.