Did you know that setting up the Salesforce Highlights Panel can significantly enhance the efficiency of your users? This feature ensures that crucial information is prominently displayed, streamlining workflows and improving user experience.
1. Purpose and Benefits
– The Highlights Panel is designed to present key record information at a glance.
– It assists users in quickly locating vital data, reducing time spent searching through records.
2. Setup Process
– Navigate to Object Manager to customize the Highlights Panel for specific objects.
– Adjust the fields displayed to align with user needs, ensuring the most relevant information is accessible.
3. Field Customization
– Select the most critical fields for your business processes.
– Customize the displayed order to highlight the most important data.
4. Conditional Highlighting
– Implement conditional highlighting to draw attention to specific data based on predefined criteria.
– This feature can aid in identifying high-priority records, making it easier to manage workloads.
5. User Adoption and Training
– Train users on the benefits and usage of the Highlights Panel.
– Encourage feedback to continuously refine and improve the displayed information.
Consider configuring the Highlights Panel to reflect your organization’s unique needs. This small enhancement can lead to big improvements in productivity and data visibility.
You can read it here: https://sfdc.blog/WXyNZ
Source from salesforceben(dot)com