Our business is struggling with Salesforce UI and complaining about lot of clicks compared to their own custom CRM. Is customization the only way to reduce clicks?

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The question you asked is akin to "how do I build a house". Way too little information is known about your situation, nor is it knowable through this forum. I suggest getting some consulting, search AppExchange if you're not sure who to reach out to. Your Salesforce CSM/AE may also have recommendations.

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Thanks. We are looking at those options as well.

It depends on use case i think you can save some clicks by creating console view.

Not sure what problem you're describing, or what the internals of your system are. But generally, there's a reason for the Salesforce implementation industry. OOB has many limitations.

I may be in the market soon if you're looking for a contractor. I think sometime December perhaps.

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Saturday Daily Quordle 145
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Hey fishes, a close friend is a current MBA candidate with a legal background aiming to break into consulting in Paris, and looking for referrals at different strategy houses - please DM if you'd be able to!

Fishbowl does not let students have accounts so helping her out!

Merci beaucoup

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