Setting up products in Salesforce Revenue Cloud can be confusing. The default screen may not always be the best for your team. But the good news is that you can change the way it looks and works. Here’s how you can make it better.
Salesforce has a Compact Mode that makes the screen look cleaner. It removes extra space and shows only the most important details.
“I prefer the compact view where it splits these fields up instead of the standard view.” – Jared Christensen, SOLVD Consultant
If you like this layout, you can set it as the default so it always appears when you open the product setup page.
By default, product details are shown in different tabs. But clicking through tabs can slow things down. You can switch to an accordion view, which lets users expand and close sections when needed.
To make this change:
Now, instead of clicking different tabs, users can see everything in one place and open only the sections they need.
After making these updates:
With the default setup, users must manually switch views. But with these changes, the screen will be simpler from the start.
Making these small changes will help your team set up products faster and easier. Using Compact Mode and the accordion view creates a smoother experience for everyone.
Want to improve your Salesforce setup? Contact SOLVD today and let’s make it work better for you!
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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