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Episode Info: This week on the Salesforce Admins Podcast, we sit down with Chris Marzilli, Director of Platform Success at Salesforce. We learn tons of tips and tricks Chris has for improving your org’s performance and how the Awesome Admins out there can make a difference. Join us as we talk about how impactful smart tab usage can be, the tools that are built into Salesforce to help you check the performance of your org, and you should always take a look at standard components first. You should subscribe for the full episode, but here are a few takeaways from our conversation with Chris Marzilli. The best of the best and the worst of the worst. Chris describes himself as “an Admin who Architects” at Salesforce, where he and his team work with some of Salesforce’s largest customers implementing and evaluating hundreds of orgs. “I’ve seen the best of the best, and the worst of the worst,” he says, “so I have no shortage of war stories.” That means he has plenty of insights to help you improve your org. “I’ve spent the last past of this year focused on just improving and optimizing Lightning performance with some of our customers,” Chris says. He thinks of Lightning performance as a three-sided triangle: browser performance, network performance, and page complexity. The third one is where admins need to focus. As Chris puts it, “how can we make the user more efficient and how can we get the page load faster?” Rethinking tabs from the ground up. “In Classic, as an admin, you had very limited choices,” Chris says, but in Lightning there are so many more options than just placing the field on the left or the right of the page. Hiding things behind tabs, for example, can allow them to lazy load and substantially increase performance. Admins now have to play the role of UI designer, and there’s a lot they can do in Lightning that can have a huge impact on their users’ workflow. One of the biggest things is to start from scratch in Lightning. “Most of the customers I’ve run into that have some of the worst-performing orgs have basically just lifted and shifted from Classic,” Chris says, “and they’ve brought over a lot of their technical debt without rethinking it.” Instead, Chris recommends starting by asking yourself what you really need to give the user in order to do their job. “Don’t give them too much,” he says, “if you have 300 fields, no user, no human, no person can comprehend that when looking at a page.” The same goes for related lists—Chris strives for one or two on a page, with the rest hidden behind tabs. “User needs are demanding,” Chris says, but it’s important to realize that all clicks are not the same. “The question is not so much what they want to see, it’s what they want to have at their fingertips,” he says, and he has a ton of great tips for how to make better use of your tabs to group things logically while making it all more manageable for all of your different use cases. ...
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