3 Quick Ways to Simplify the Salesforce AMS Experience for Your Team

Salesforce Does Not Have to Feel Overwhelming

I've been working Salesforce for over 16 years, and the biggest complaint I hear is how confusing the system can be for a new user. A Salesforce-based AMS is incredibly powerful, but without thoughtful setup, it can feel noisy and intimidating.

Here are three quick tips I regularly give teams to simplify the Salesforce AMS user experience.

1. Create Custom Apps for Different Teams

Every Salesforce org comes with pre-configured Apps. These are the navigation links you see when you click the waffle icon and land on a set of tabs.

Instead of relying on what comes out of the box, take time to understand which tabs each team actually uses. Then create a custom App for each team that includes only those tabs. It does not matter if the tabs are mostly the same across teams or feel unrelated. What matters is that users can quickly find what they need.

Be sure to set the custom App as the default for each team so they land in the right place every time they log in.

2. Invest Time in a Quality Home Tab

The Home tab is one of the most underused areas I see in customer orgs. Too often there is little to no meaningful data displayed, even though it is prime real estate.

A well-designed Home tab can include reports and dashboards that show teams where they are today and help them plan where they want to be. You can also add a rich text component with links to important resources, documentation, or external systems so everything is in one place.

A strong Home tab gives users context and confidence the moment they log in.

3. Simplify Page Layouts

Once your team has been using the system for a while and understands what they actually need, take time to simplify page layouts.

Work with users to identify which fields they use and hide the rest. You can go further by reorganizing sections, creating different page layouts for different profiles, and updating help text to better explain how fields should be used.

Reducing clutter makes the system easier to navigate and less intimidating, especially for newer users.

Final Thoughts

A large platform like Salesforce can be overwhelming for end users. But when you cut out the noise and provide clear navigation and a solid landing experience, adoption improves quickly.

Thoughtful Apps, a meaningful Home tab, and simplified layouts go a long way in helping teams feel comfortable and confident in the system.