Cleaner Page Layouts using Flows and Formulas (1 of 3)

Standard

Back in the day, when I was just a transfer student at Everett Community College, “one week” was a hit single and I was a newbie coder taking visual basic.

(Your welcome for this ear worm)

During this class, we had a discussion on page layouts, that went a little something like this:

If you design a layout that has a bad tab order, and it reduces the speed of a transaction by one second, is it a big deal? Well, consider it this way: If your software is bought by a million people, and they can complete 500 transactions a day, your one second reduction of efficiency is costing the consumer 500000000 seconds per day…which is 8,333,333 minutes or 138,888 hours. If the average wage of those users is ten dollars an hour, your one second in efficiency now has cost 1.3million dollars per day.

Not even a Lego Calculator could make that discussion cool

With guilt trip thusly set to “argh”, I focused my efforts on UI design and making things work efficiently. Even now, I can remember the tab order of one of my first CRM’s I worked on…because it was out of order.

The stakes have changed since I was taking Visual Basic. I (we) support sales, and lost productivity is not simply about lost time, but about what your sales teams COULD have been doing. The math is pretty easy…and pretty scary:

Time spent clicking / scrolling / using salesforce in an inefficient manner

X by Number of times

X by Number of Users

X by days in year

= Time wasted = Money Lost = No free coffee

For the sake of this blog post, I am going to clean up the contact layout. I have sat with my users and estimated that they waste about 2 seconds every time they hit the layout  because of a section that Marketing has requested. This section consists of four check boxes, three text boxes and one URL field in a two column layout. This section was created for marketing and was placed near to the top of the layout in return for the data not being required. This section pushed a much more used section down below the scroll line (IE, users would have to scroll to see it). Marketing has given the OK on making this section not visible as long as there is some visual refernce to these fields still on the page layout.

A user will typically hit the contact layout 25 times per day and I have 25 users. If I can compact the layout, I should be able to reduce scroll time by about half, which should save about 45 (sales) hours per year. Notice, I didn’t just say hours, I said sales hours. Sure, saving 45 regular hours might not be much in the whole scheme of things, but sales hours is like a force multiplier. If you enabled your sales teams to have even a few more minutes per week, they can make a few more calls, make a few more emails, make a few more dollars.

Take a minute to enjoy this worn out cat.

Phew

I am beat just writing about this!

I am going to break this whole thing out into three distinct chunks:

1)      Create the Summarizing Formulas (In this blog)

2)      Create the Visual Prompts (Next Blog)

3)      Make Data Entry awesome with Flows (Next Next Blog)

Summarizing Formulas

Personally, I tend to write smaller, nested formulas that analyze bits and pieces of data. This makes it a bit easier (in my opinion) to write that final formula that presents the results to the user. While you could probably write this all in one huge formula, for the sake of troubleshooting and scalability, I am going to create the following fields:

1)      Create a formula to look at the 3 text fields (Return Type is Text)

Text(

if(len(Test_Text_1__c)>0,1,0)+

if(len(Test_Text_2__c)>0,1,0)+

if(len(Test_Text_3__c)>0,1,0))&” out of 3 populated; ”

Text Box Formula

2)      Create a formula to look at the URL field (Return Type is Text)

if(len(Test_URL__c)>0,”URL Present”,”URL Not Present”)

URL Formula

3)      Create a formula to look at the check box fields (Return Type is Text)

Text(

if(Example_Check_Box1__c=TRUE,1,0)+

if(Example_Check_Box_2__c=TRUE,1,0)+

if(Example_Check_Box_3__c=TRUE,1,0)+

if(Example_Check_Box_4__c=TRUE,1,0))&” out of 4 set to True; “Check Box Formula

4)      Create a formula to aggregate the above

Check_Example_CheckBox__c &” “& Check_Test_Text__c &” “& Check_Test_URL__cAggregate Formula

The net result is a field that will present the user with data facts not data entry points. Aside from having a cleaner layout, I a firm believer that if presented with text, most humans brains at least acknowlege that text before moving on. By reducing the clutter, you are making your overall page layout less fatiguing.

End Result

Individual Results

In the next post, I am going to discuss how we are going to visually prompt the user to give us data, but until then consider the other benefits of this type of functionality:

1) You could use these fields in reports to give better summaries

2) You could write validation rules off of these formulas rather than the individual fields

3) You could write workflows off of these formulas

See you all next week, same BatTime, same BatChannel where I will show you all how to kick it up a notch and grab your users attention!

Kick it up a notch

You totally thought I was doing Batman pic, weren’t you?

Andrew

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