How to Improve the Product Configuration Experience in Revenue Cloud?
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.
Use Compact Mode for a Simple View
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.
Replace Tabs with Expandable Sections
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:
- Open Product Configuration Screen Flow in Salesforce.
- Look for the product details layout settings.
- Change "tabs" to "accordion."
- Save your changes.
Now, instead of clicking different tabs, users can see everything in one place and open only the sections they need.
What Will Change?
After making these updates:
- The screen will be less cluttered with Compact Mode.
- Users will save time by expanding only the details they need.
- The page will be easier to use without switching between tabs.
With the default setup, users must manually switch views. But with these changes, the screen will be simpler from the start.
Make Your Setup Work Better
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!