Navigating through Salesforce screen flows can sometimes be a challenge, especially when users seek clear progress indications. The new trend focuses on enhancing user experience by visualizing progress within these flows. Here’s a concise outline of the key areas to consider when implementing progress indicators in Salesforce screen flows:
1. Progress Indicators Purpose
– Enhance user experience by providing visual cues
– Reduce user frustration and confusion
– Increase the completion rate of multi-step processes
2. Types of Progress Indicators
– Path: Mimics the Salesforce Path feature, ideal for stages-based processes
– Progress Bar: Offers a visual fill bar, representing the completion percentage
– Numeric: Indicates the current step number out of the total steps
– Custom: Allows unique designs tailored to specific brand or user experience requirements
3. Design Considerations
– Consistency: Align with the overall design language of the application
– Clarity: Ensure the indicator is easy to understand at a glance
– Responsiveness: Adapt to different screen sizes and devices
– Branding: Incorporate company colors and logos for a seamless experience
4. Technical Implementation
– Utilize out-of-the-box components where available for efficiency
– For custom indicators, leverage Lightning Web Components (LWC) for a powerful and flexible solution
– Keep in mind the governor limits and bulkify your code to handle multiple records efficiently
5. Best Practices
– Test across various user profiles to ensure accessibility and comprehension
– Gather user feedback for continuous improvement
– Document the logic and design for easier maintenance and updates
– Consider the use of tooltips or help text for additional guidance
These insights can aid in creating more engaging and user-friendly screen flows that can lead to increased productivity and user satisfaction within the Salesforce ecosystem.
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Source from salesforceben(dot)com