...

• Create a Tab for each Document, or Integration. Conditionally display the Tab only when the user would click the button to send the Integration or build the Document.

  • Include every field on that page that is in the Document or sent over to Integration.

  • Often these are fields that are not visible on the page layout.

  • Include them in the order they are in the document. This is actually a good use of single column fields.

  • Make them editable still.

  • Include fields from other records using Related Records or Dynamic Lists

    • Unfortunately Opportunity Contact Roles are NOT available in Dynamic Lists

  • The user can then quickly scan down the fields to see what is missing on the document or in the integration, and edit it then and there before clicking the button.

  • For bonus points find a way to add the button to the Tab (see above).

• Bring your Related Lists out onto separate tabs for different Departments

  • Include field sections for that department only.

  • HOWEVER note that those fields WILL be shown twice on Edit and New IF they are on the Department Tab and the main Tab, and that may be disconcerting to users.

Other Things to Fix whilst you’re at it

• Paths!

  • Remove Fields from Paths, you don’t need them now, move them into a conditional section on the page.

• Related List Quick Links

  • Will they still work on your Dynamic Forms pages?

  • Do you use them consistently?

• Buttons on List Views:

  • Remove Printable View*

  • Remove Pipeline Inspection*

  • Remove Quip*

  • Remove Import!*

• List Views:

  • Tidy them up

  • Ensure the fields are consistent

  • Ensure the filters make sense

...