Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less.
In this click-through, we’re creating user-friendly record pages to help your users work more efficiently. If you’ve ever experienced record pages that feel cluttered, confusing, or misaligned with how your teams actually work, you know how quickly that friction can slow everyone down. By using features like Path, Guidance for Success, and Dynamic Forms, you can reduce uncertainty, clarify expectations, and help your users make better decisions.
Let’s see how these three standard Salesforce features come together to create a more personalized, user-friendly experience.
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