Before the users switched to Salesforce, they used an Access database form to see all their information. I used this old access form and designed a page through Visualforce that would embed into their current page layout. This brought all the relevant information they needed directly to the top of there screen and they no longer had to scroll through the entire form to see information they needed to see.
Thursday, August 5, 2010
Visualforce Quick View for Page Layout
After my initial feedback session from the users I will be working with, I noticed a common compliant among all of them. The compliant was that the fields in Salesforce were too scattered and not all in one view. The users did not like to scroll up and down their page layout in order to see the information they needed. They often need to see information through different records while there on a call and need see information at a glance.
Before the users switched to Salesforce, they used an Access database form to see all their information. I used this old access form and designed a page through Visualforce that would embed into their current page layout. This brought all the relevant information they needed directly to the top of there screen and they no longer had to scroll through the entire form to see information they needed to see.

Before the users switched to Salesforce, they used an Access database form to see all their information. I used this old access form and designed a page through Visualforce that would embed into their current page layout. This brought all the relevant information they needed directly to the top of there screen and they no longer had to scroll through the entire form to see information they needed to see.
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