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Modify the User Experience

In the previous step, you created fields to manage the data. Now, let’s make sure that employees have a great experience logging their Suggestions by arranging the fields in a usable manner, bringing the most important fields to their attention, and making common tasks easy to do.

Changing the UI for the browser pages involves modifying the Suggestion object's page layout. Add a Global Action to make it easy for employees to add suggestions wherever they are in the Salesforce app.

Modify the Page Layout

  1. Click Setupand select Setup. This launches Setup in a new tab.
  2. Click the Object Manager tab.
  3. From the list of objects, click Suggestion.
  4. Select Page Layouts, click the  arrow dropdown, and select Edit. The Page Layout Editor opens.
    Screenshot of the Page Layouts section of the Suggestion object
  5. Scroll to Suggestion Detail.
    Now let’s add new fields to the Information section.
  6. Click the Status field and drag it to the Information section, under Owner.
  7. Click the Implemented Date field and drag it to under Status.
  8. Click Quick Save.

Now add a new Description section and rearrange the remaining fields.

  1. In the palette, click Section and drag it down until a green bar appears above the System Information section. Drop it there to create the section.
  2. In the Section Properties box, enter Description for the section name.
  3. Choose 1-column for the layout.
  4. Click OK.
  5. Drag the Suggestion Description field into your new section. Your page should look like this when finished.
    Screenshot of the Suggestion object screen with Fields highlighted and showing Suggestion Detail information
  6. Click Save.

Add a Global Action

Things are looking pretty good, but from talking to employees about how they work, we’ve found that they think of suggestions while they’re doing other tasks and don’t want to leave what they are doing to submit a suggestion. For example, if an employee is entering a contact name and thinks of a customer service suggestion, the employee has to do the following to enter a suggestion.

  • Navigate to the Suggestion object
  • Click New
  • Fill in the suggestion information
  • Save
  • Navigate back to the contact record
  • Try to remember what they were doing!

You want to make it easier for employees by reducing the number of clicks and keeping them in context. You can do this with a Global Action.

  1. Click Setup and select Setup. From Setup, enter Global Actions in Quick Find, then select Global Actions.
  2. Click New Action.
  3. Enter the action details.
    • Action Type: Create a Record
    • Target Object: Suggestion
    • Standard Label Type: New [Record]
    • Name: New_Suggestion
  4. Click Save. This takes you to the Global Action layout so that you can select the fields to display when the action is selected.
  5. Drag Suggestion Category and Suggestion Description onto the New Suggestion layout so that employees can enter those values when creating a suggestion.
    Screenshot of the Action: New Suggestion screen showing Suggestion Category and Suggestion Description added to the description fields
  6. Click Save.
  7. In the Predefined Field Values section, click New.
  8. Enter the predefined field value details.
    • Field Name: Status
    • A specific value: New
  9. Click Save.

You created a new action, but users can’t see it yet. Let's fix that next.

  1. From Setup, enter Publisher Layouts in Quick Find, then select Publisher Layouts.
  2. Locate the Global Layout and click Edit.
  3. Under the Salesforce Mobile and Lightning Experience Actions section, click override the predefined actions.
  4. On the left side of the palette at the top of the page, select Mobile & Lightning Actions, then select the New Suggestion action and drag it into the Quick Actions in the Salesforce Mobile and Lightning Experience Actions section in the second position, after Post. Screenshot of the Publisher Layouts screen with Mobile and Lightning Actions highlighted.
  5. Click Save.

Try Out the App

In the Suggestions tab, click New and fill out a suggestion. Notice how the experience has changed in the page layout.

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