Long, Scrolling Page Layouts? Here Are Ways to Declutter

The fitting data isn’t helpful for those who can’t discover it. The donor relations group at a ladies’ schooling nonprofit acknowledged that key donor data was buried amid cluttered Salesforce web page layouts. There have been too many fields – many redundant or irrelevant to widespread file sorts. Coordinators couldn’t reply to donor questions promptly. As a nonprofit that depends on beneficiant contributions from supporters, any limitations to relationship constructing are detrimental. With the assistance of #DreamDesigner Shahida Robertson, the nonprofit received a web page structure makeover that decreased the sphere depend by 40%.  

Initially, as much as 80 fields crowded one web page structure. Robertson performed UX analysis to seek out out why. This can be a greatest observe on her initiatives at Slalom, a world consulting agency centered on technique, know-how, and enterprise transformation.

Clearing the muddle

Her analysis confirmed that customers would create new fields in the event that they didn’t see them on the web page. Nonetheless, many fields had been on the web page. The muddle simply made them arduous to seek out. So the group agreed to deprecate dozens of fields. “Let’s see solely what we have to see, when we have to see it,” Robertson mentioned. “The person expertise is every thing.” 

Most of Robertson’s shoppers spend money on the Salesforce Nonprofit Success Pack. Often, she assesses whether or not there are any methods to simplify the person expertise by utilizing web page layouts and file sorts. She made progress with discipline group this manner however the pages had been nonetheless prolonged.

With a undertaking like this one, extra segmentation was needed. That’s when she turned to Dynamic Lightning Pages.

Weighing visibility and findability

Typically it’s good to show all of the fields. More often than not, you don’t. Robertson added filter circumstances and logic to regulate when a element appeared. 

For instance: When a donor needs to make a donation, there are further fields the place they will specify the honoree’s identify, birthday, present quantity, and deal with for a thanks card. Nonetheless, if a coordinator is checking the file of a donor who gave anonymously, these fields would all be irrelevant and clean. Within the latter state of affairs, Robertson took these fields out of the web page structure. It was simple with element visibility properties. 

Now, her shoppers may discover donor data with much less muddle.

Person success is buyer success

Right now, coordinators can shortly reply to donors’ electronic mail inquiries about subjects from in-kind items to membership cancellations. They know the place to seek out every thing in a single unified buyer profile. This consists of the donor’s donation frequency, employer matching, earlier communications, and forex sort. This redesign led to raised person success. Whereas altering a web page structure appears minor, it solved a ache level within the donor relations course of and different organizational methods crucial to its future.

“I need to assist them and so they assist me, too,” Robertson mentioned, reflecting on her expertise working with this nonprofit. Her companions love the work they do. She merely needed to make it much less annoying to do. “This was a very collaborative group. It didn’t really feel like work.”