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User adoption

How Skuid’s Adaptive Toolkit Helps You Over the User Adoption Hurdle

If COVID-19 has taught us anything, it’s that rapid changes require rapid responses. Millions of people are now relying on digital solutions to do their jobs from home, and thousands of businesses are trying to keep up with their employees’ needs.

In this new reality, user adoption—getting employees to embrace and take full advantage of the digital tools a business implements—is more important than ever. Remote workers must be confident that the software you’re providing will help them be more efficient and less stressed.

As you craft and execute a digital plan to address the shift toward work-from-home, a trend surely bound to continue even after the pandemic ends, you should consider how people actually use the systems you’re creating and implementing. What can you do to make those systems more intuitive and user-friendly, which will in turn make your employees more productive?

The Skuid adaptive toolkit and Salesforce can help.

Skuid is scalable in the Salesforce ecosystem

Salesforce offers seemingly unlimited potential, but unlocking that potential isn’t always simple. Apps found in the AppExchange often improve just a single feature (e.g., forms, grids) in Salesforce, meaning you’ll be adding on a bunch of extra apps to get the functionality you need. Then, if you want to connect all the new apps to make a smooth workflow, it typically means a lot of custom code that doesn’t justify the gains you’re hoping for—and sometimes don’t realize—on the front end.

Skuid sits on top of Salesforce and leverages your existing Salesforce data model, security configurations, and validation rules. This means you won’t require outside databases and configurations—unless you choose to add them.

Skuid also works with both Lightning and Visualforce, so no matter which Salesforce you use, you can create custom apps and increase user adoption.

Adapt faster with Skuid

The COVID-19 pandemic has taught the business world that rapidly changing circumstances require rapid responses. If employees need a Salesforce process revised or streamlined, they can’t afford to wait weeks for custom code to implement those changes.

Skuid gives you the ability to speed through changes and improvements—and, thus, increase user adoption—without cutting corners or getting bogged down. The low- and no-coding requirements of the Skuid solution are a big part of that speed; read about how one customer built a COVID-19 tracker for its employees and clients in a single day.

Another example of how Skuid facilitates fast adaptation is security. Skuid automatically respects security settings configured in Salesforce, so there are no additional steps required to keep correct permissions in place.

Skuid pages in action

How much benefit can users really gain by adding Skuid to Salesforce? These practical examples offer a glimpse of Skuid’s potential:

Navigating account hierarchy

Salesforce builds powerful data relationships, and Skuid makes that data more accessible and useful by keeping it on one page. For example, you can build a dashboard with snapshot views featuring (but not limited to):

  • Account relationships
  • KPIs
  • Interactive drill-down charts
  • Nested tables with information about child accounts

You can also create tabs to display multiple objects or multiple views of the same object, allowing users to see information in the way they use it, without requiring them to click back and forth among multiple screens. As the way you work evolves, Skuid makes it easy to update dashboards quickly, without the time and expense of implementing custom code.

Connecting data from multiple sources

Salesforce might be your primary data source, but what if you have data in third-party party apps? That you want to surface in your UI? Skuid allows you to access data from multiple sources and multiple organizational data sets, including sources external to Salesforce such as Postgres and RESTful APIs.

Customizing the UI

A Salesforce user interface should reflect and facilitate how employees at an organization work through processes and achieve goals. With Skuid, you can customize the way people see and interact with data to best support them.

In some cases, a customized UI might be a table or grid, and in others, it might be a visual chart or graph that helps employees make decisions faster. You might also add filters, tabs, and even guided flows that walk users through a process.

UI customization is independent of the data, thus providing the freedom to quickly make changes based on what users actually need. You can create UI previews and iterate based on brand requirements and employee feedback, get buy-in, and deliver fast solutions that people will actually use, all without needing to rewrite code.

Processes, not problems

Skuid gives you the ability to focus on process instead of schema by breaking out of the object-plus-related-list model. Our solution lets you pull everything into one beautiful page, with full CRUD support. The subsequent process flow is intuitive, dynamically “unfolding” based on the data the user is inputting. In this way, our solution guides the employee down the correct user path, all while masking the underlying complexity of the data model.

Adopt and adapt

Efficiency, reliability, and employee engagement are more important than ever. Creating an adaptable user experience in Salesforce increases user adoption and ultimately contributes to the bottom line. With Skuid, you can provide software and solutions that work the way people do instead of how technology does.

To learn more about digital transformation in the COVID-19 age, check out our recent webinar that explores rethinking how work gets done.

Director of Marketing

I am a storyteller, an outdoor enthusiast, and an XNFP. I like people, creative projects, and donuts.