Put simply, the utility bar is a bar at the foot of the page where you can set up tabs for commonly used Lightning actions, processes and components. Please note, if you don’t have it set up, you won’t currently see it in your org. Let’s talk about how you can use the utility bar to help with some of these challenges. Luckily, there is an easy way to help your end-users navigate through Salesforce, save time and improve their accuracy. It can even make you look disorganized if someone ends up following up, mistakenly assuming the customer has not been contacted for some time. You don’t want members of your team accidentally logging the email they just sent with the wrong company, or the wrong contact! Mistakes like these can make it harder to get a good overview of customer health. Poor navigation practices can perpetuate mistakes, some of which can be costly. But there are worse things than members of your workforce becoming frustrated. Nobody likes spending time on administrative tasks, when they could be spending time on more productive activities. This means they are being paid company money just for clicking around. If they are brand new to Salesforce or your company, navigating from one point to another may take considerable time out of their day.
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