The guide to help you audit your profiles, fields, permission sets, and more. Over the next couple of months, I will be writing a series of posts about auditing profiles in Salesforce. I will write about the Why, the What, and the How, including some tips and tricks for using Excel to work with the … Continue reading The Ultimate Profile Auditing Guide – Intro
As part of the Service Cloud and the Service Console, you can provide your users access to Macros. Macros are like little robots that take over the items that you do repeatedly on a daily basis. An example of something that makes a good Macro is sending an email that already has a template and … Continue reading Sending an Email using Macros in Lightning
Growing from a Salesforce Admin to a DevAdmin entailed getting familiar with APEX and doing exercises that simulated real-world business problems. To get a better grasp of APEX, I asked a friend to help me design a customized curriculum and come up with practice questions. On a side note, although there are many resources out … Continue reading APEX: Color-coded Maps, Lists, and Loops
So you have a Quick Action that you want to add to either the Activity tab (if you on any Object but Cases) or on the Chatter tab (if you are on the Cases object). You have added it to the layout and clicked refresh and go to check out the new Quick Action, but … Continue reading Why won’t my Quick Action show in Lightning?
As part of the Salesforce CPQ (previously Steelbrick) package, there is a field on the Account level called Renewal Pricing Method. The purpose of this field maybe be confusing on the onset and so I want to provide some helpful guidance around using. The Renewal Pricing Method field has three options: Same List Uplift If … Continue reading Understanding CPQ Renewal Pricing Method
More than a year ago I wrote an article detailing how to setup Email to Case for Gmail. That article was written specifically for Classic. Since that time many updates have been made on the Lightning side, including a Setup Walkthrough as part of the Service Cloud package for setting up Email to Case. The … Continue reading Updated Email to Case Setup (LEX)
Here is a quick look back of what happened in the month throughout the Salesforce community. I search Twitter and various Blogs to see some of the interesting news that comes out each month. What I’ve Learned as a Salesforce Consultant Brent Downey from Admin Hero brought us a very comprehensive article about the transition … Continue reading January ’19: Lookback at Salesforce