When it comes to Salesforce user experiences, buttons are often one of the biggest sources of frustration for enterprise IT and development teams. Buttons enhance the user's ability to interact with the system by adding direct links to Salesforce content and capabilities, thereby speeding up the end-user interaction with the system and increasing productivity.

For IT and development teams, buttons have become an essential element of increasing enterprise user adoption and effectiveness. Buttons are available in a variety of forms and settings, including availability of Salesforce activity types, permissions, access restrictions, and record properties. Furthermore, buttons can automate Salesforce processes, such as creating records, running reports, and applying approved actions and standards; this helps simplify and accelerate Salesforce implementations and upgrades.

But selecting and deploying the right buttons for your Salesforce implementation or upgrade is an essential part of optimizing the user experience. Consider these tips on working with buttons:

• Consider the user experience when selecting buttons. Enterprise IT and development teams should review the standard Salesforce buttons and assess how they will affect the end user experience. This includes familiarizing yourself with the types of buttons available, such as inline editing, command buttons, and compound buttons, and how each button type impacts the user. You can also develop custom buttons that link external sites, or run scripts for performing custom Salesforce functions.

• Analyze the impact of buttons on system performance. Buttons may affect end user performance on Salesforce in both positive and negative ways. It's important to assess the potential risks associated with implementing buttons on your Salesforce instance. These considerations involve testing, performance, and compatibility issues. Additionally, certain buttons can create vulnerabilities, particularly when distributed over unsupported channels.

• Create a clear system for managing buttons. To maximize efficiency and reduce risk, deploy a comprehensive button control strategy. This should include a way to manage and track users of restricted buttons, ensure that the right buttons are accessed by the right users, and secure your buttons following industry standards and best practices.

Through its ability to directly link end users to Salesforce content and capability, buttons enable enterprise IT and development teams to maximize user experiences. Selecting and deploying the right buttons for your Salesforce instance is essential for ensuring user adoption and effectivity. By following the tips above, companies can maximize their Salesforce user experience with effective button control.


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Faizan Ali

Faizan Ali
Salesforce Consultant at Turnitin