As users become more familiar with your Salesforce implementation, you may want to consider allowing them to speed things up.

Let’s say you’ve created a 5 step process that guides users through a complex flow. First time users will need as much help as possible, as it’ll be completely new to them.

But once they’ve completed the process multiple times, some of the steps may slow them down. They won’t need as much hand holding as they once did. And if you continue to treat them like a novice, they may become frustrated.

In this scenario, consider adding a checkbox to the screen flow, such as “Do not show me this again”. When checked, the flow sets a field on the User object. Each time the flow is executed, it checks the value of this field and runs the advanced version of the flow.

Options like these are natively used in Salesforce. The first time you click on Settings > Role, a help page is displayed. It explains in brief how roles work, and at the bottom of the page is the option “Don’t show this page again”.

The takeaway
As novice users turn to advanced users, be sure to consider their need for speed. The fewer clicks, the happier they will be.

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Salesforce