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A ‘Cookie-Cutter’ Design May Be What Your Users Need

September 28, 2023 by katehughes Leave a Comment

Customization is a hallmark of Salesforce, but what happens when it’s overdone?  For more than 20 years, one public sector organization created team-specific versions of Salesforce Lightning Experience record pages. Too many layouts caused confusion and led people to keep their own spreadsheets instead of populating Sales Cloud. That all changed when one 10X-certified Trailblazer introduced a simple, repeatable design pattern.

“Cookie-cutter can be a useful thing,” said Prag Ravichandran Kamalaveni, Founder and CEO of Skilled Cohort. 

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This #DreamDesigner brought the customer back to UX basics. Together, they implemented a universal template for Lightning record pages with standard and custom objects. The approach allowed users to navigate pages more easily and enabled them

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