Insights on

User Experience

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Insight
5 Features of Salesforce We Are NOT Thankful For
We all love Salesforce for many reasons but there are just a few things that we wish we could change. Take a look at five features of Salesforce we do NOT love.

While we all know and love Salesforce, the platform is by no means perfect. Certain actions take just a little too long and some features don't make a ton of sense if you haven't been using Salesforce for many years. We're very thankful that Salesforce exists and is thriving, but if we're being completely honest, here are a few things that we would change within Salesforce.

1) Can't use Dynamic Forms on Standard Objects

Dynamic forms is one of the more impressive and more powerful features that Salesforce has released quite some time. It allows you to create intuitive page layouts that present just the right information at just the right time. It's wonderful but for some reason you can only use it on custom objects and not standard objects. This limits how powerful dynamic forms can be, and this is something we hope changes very soon.

2) Too Many Clicks

This is an easy one, but Salesforce is very mouse-centric. Easy actions and modifications sometimes requires click after click to do what you need to do. Need to modify a field — click the pencil icon, modify the field, then click save. If you need to modify a lot of fields, you will certainly feel the clicks start to add up.

3) Better Merging for Non-Standard Objects

If you work with a large multi-developer team, then you are bound to face the issue of having to merge multiple objects for data cleanliness and efficiency. Salesforce makes this pretty easy for standard objects but a lot harder for non-standard objects. You can either write your own logic, or use one of the many apps in the AppExchange to accomplish this, but neither is ideal.

4) Customizing Role Layouts is a Pain

We love the ability to customize lightning pages and layouts for different roles, but if you get upwards of ten or more roles, it can be a chore to manage these correctly. Keeping all layouts in sync to ensure each user has the right experience is a tedious task and one we wish was just a bit easier to manage.

5) Not Auto-Saving

We've all been there, you spend upwards of 30 minutes updating a page layout or editing a few records and then work gets the better of you and you get distracted. By the time you remember what you were doing, you've been logged out and all your precious Salesforce work is now gone. It's 2021 and it's about time Salesforce autosaves you work in progress instead of waiting on you to hit the save button.

While the good still far outweighs the bad in the Salesforce world, nothing is perfect. At Relay, we fix all of your Salesforce issues no matter big or small. If there is something that you are not thankful for in Salesforce, get in touch and we will gladly correct it.

Insight
Relay's Picks for Tahoe Dreamin' 2021 Events You Should Attend
Tahoe Dreamin' is back and packed full of community events. Take a look at the ones we are most excited to see.

Tahoe Dreamin' 2021 is upon us and although Relay won't physically be able to be there in person, it's so great to see in-person community events back. Tahoe Dreamin' never disappoints and this year is sure to be no different. So let's take a look at a few of the sessions we are most looking to at this year's conference.

October 28th - Day 1

You're Right - You Can't Do It All: Practical Tools and Perspectives to Manage Both Rapid Response Work AND Project Work with Rich Nevin (Co-Founder of HiFi Consulting Group)

At Relay we know that project work and supporting that project work go hand-in-hand. While it's always a challenge to juggle both, it's never impossible. We're excited to see what Rich Nevin has in store for this presentation.

Work Smarter Not Harder in the NEW Success from Anywhere World with Ella Marks (Marketing Manager at Salesforce) and Rebecca Saar (Sr. Director Admin Relations at Salesforce)

We now live in the work anywhere world and Salesforce is leading the charge in changing how we operate. Whether it's automation, data insight or communication transparency — Salesforce is making our lives easier and more refined instead of more difficult. We can't wait to hear more tips straight from Salesforce themselves.

Designing the Future of Work with Adam Doti (VP & Principle Design Architect, Salesforce) and Daniel Peter (Salesforce Practice Lead at Robots and Pencils)

Crafted design is now more crucial to a project's success than it has ever been. Customers expect for their applications to not only be functional but be designed and crafted with a purpose. Adam and Daniel will look at how we all need to be more design-minded when working in Salesforce and the role Slack will play in helping us get there.

Turn Customer Feedback into Action - Lessons from Salesforce with Scott Allan (Sr. Manager, Product Strategy at Salesforce)

Gathering feedback is crucial to a project's long-term success. The more you scale, the harder it is to gather actionable feedback that your team can take to craft a more cohesive project. We're really looking forward to hearing from Scott and his willingness to let attendees provide feedback directly to team in charge of IdeaExchange and Known Issues.

October 29th - Day 2

Second place is First Loser: Automating Speed to Lead to Win the Customer with Stephanie Thornton (Director of Alliances at LeanData)

Automation could be the difference between closing that sale and losing it due to a time-delay. Every time your sales reps have to input data or resolve tasks manually, it not only leaves them open to errors but also delays their speed to lead timing. We're a firm believer in automation and we're looking forward to see how others are using it to their advantage.

The Future of Salesforce Development with Stephan Chandler-Garcia (Lead Developer Advocate at Salesforce)

Salesforce Functions and Lightning Web Runtime have introduced two new powerful components for developers, but it also requires them to adapt to the changing platform. While these components will allow developers to work more closely with others in various languages, it absolutely provides some challenges. We  are interested in hearing the new features of both Salesforce Functions and Lightning Web Runtime.

Salesforce Devops: Build versus Buy with Vernon Keenan (Senior Industry Analyst at SalesforceDevops.net)

If you're looking to understand and implement Salesforce devops, you will definitely want to attend this session with Vernon. Not only will he trace the origins of devops and how it works within Salesforce, but he will provide a framework for integrating solutions into repository management, Salesforce Release Management and more. Vernon is a titan of the industry so we are really looking forward to this one.

We can't wait to see how Tahoe Dreamin 2021 turns out, the connections made from it and how it will shape the community going forward. In-person community events are back and we are looking forward to interacting with everyone in the very near future!

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