Episode 27 · Season 1
Salesforce UI Optimization Faster Users, Cleaner Data, Better Adoption
Salesforce UI decisions quietly determine whether users adopt your platform, or work around it. In this episode, we unpack why UI is a strategic lever, not a cosmetic choice.
What you’ll learn
- The real difference between Salesforce UI and UX—and why it matters
- How poor UI design creates technical debt and data quality issues
- Practical ways to simplify pages, flows, and navigation without breaking trust
Who it’s for
Salesforce leaders, architects, admins, and delivery teams designing for scale.
Guests + credibility
Greg Banks is joined by Allie Nelson and Al Huerta, drawing on years of real-world Salesforce delivery experience across complex orgs and long-term implementations.
Primary CTA
Follow Cirrius Talk: Salesforce at Scale and share this episode with peers responsible for Salesforce strategy.
Want More:
Watch: Youtube
Listen: Apple Podcasts \ Spotify
Recommended Links
For questions or feedback, please contact us at CirriusTalk@CirriusSolutions.com
We cover
- Understanding UI and UX in Salesforce
- Examples of Good and Bad UI
- The Importance of Prioritizing UI
- Optimizing User Experience with UI Changes
- Creating a Centralized Record Page
- The Role of UI in Data Quality
Chapters
- 0:00Understanding UI and UX in Salesforce
- 2:59Examples of Good and Bad UI
- 6:40The Importance of Prioritizing UI
- 11:06Optimizing User Experience with UI Changes
- 13:53Creating a Centralized Record Page
- 17:20The Role of UI in Data Quality
- 19:32Accessibility in UI
- 22:06Governance and Strategy in UI Optimization
- 24:26Where to get help
Related episodes
Salesforce at ScaleSalesforce at Scale: Tackling Technical Debt Before It Tackles You
Salesforce at ScaleUser Adoption Isn’t a Mandate, It’s a Strategy
Salesforce at ScaleMinimum Viable Product for Salesforce: A Phased Implementation Playbook
The Military MinuteKate Stoker (Merivis) & the Military-to-Tech Path: Structure, Community, PurposeKate Stoker, Merivis
Agentic AITop 3 Agentic AI Frameworks (and How to Choose Without Analysis Paralysis)Explore Salesforce services
Keep going: Explore our Salesforce services, See our nationwide Salesforce consulting practice, More from the Cirrius blog