A Sales team is having trouble interacting with Contact records in Sales Cloud. They cannot find the information they need, and many of the visible…

The best approach to improve the Sales team’s experience with Contact records in Sales Cloud is to

run the Salesforce Optimizer App to identify fields not in use. The Salesforce Optimizer App is a free

tool that scans the Salesforce org and provides a diagnostic report on the performance and health of

the org1. It analyzes how the org uses various features, such as fields, triggers, layouts, profiles,

reports, and more, and suggests customizations and improvements based on best practices1. By

running the Salesforce Optimizer App, the Sales team can find out which fields are not being used or

are redundant, and remove or hide them from the Contact record page. This way, they can simplify

the page layout, reduce the page load time, and focus on the fields that are relevant to their sales

activities2.

Moving all unused fields to a separate section at the bottom of the page is not a good option, as it

does not solve the problem of having too many fields on the page. It would still affect the page load

time and the user experience, as the users would have to scroll down to see the entire

page. Moreover, it would not help the users to find the information they need, as the fields would

not be organized in a logical or meaningful way3.

Implementing In-App Guidance to help users focus on the most important fields is also not a good

option, as it does not address the root cause of the problem, which is having too many fields on the

page. In-App Guidance is a feature that allows admins to create custom prompts and walkthroughs

to guide users through tasks or processes on Salesforce Lightning pages4. It can be useful for user

training, onboarding, or adoption, but it cannot replace the need for a clean and efficient page

layout. In fact, having too many prompts or walkthroughs on the page can be distracting and

annoying for the users, especially if they are not relevant or helpful4. Reference:

Run the Salesforce Optimizer App

Improve Your Implementation with Salesforce Optimizer

Page Layouts

In-App Guidance in Lightning Experience