Short and simple. The way to change pricebooks on an Opportunity has gotten a whole lot easier. In the past, if you had a Quote and/or Opportunity Products attached to the Opportunity and wanted to change the pricebook, you first had to uncheck the Primary checkbox and remove all of the products from the Opportunity … Continue reading How to change pricebooks – The new and improved way
How to Modify Quote Terms
The specific action of modifying Quote Terms within a quote document is a crucial functionality that caters to the dynamic nature of business negotiations and agreements. When dealing with sales representatives and various stakeholders, adjustments to the language or terms included in a quote are common. The Modify Quote Terms button is a valuable tool … Continue reading How to Modify Quote Terms
My Ten Tips for Working with Flows
I am currently working on a tech debt project where the topic of moving to flows is a big one. So I wanted to gather up the tips I have collected thus far in the journey. Do whiteboard or draw on paper first the intended design - while Salesforce is adding a cut-and-paste option, it … Continue reading My Ten Tips for Working with Flows
Winter ’24 Release- All my thoughts
This release, my post may look different. I had a lot of thoughts, and there was a lot of content. It is sporadic, but I covered each item as its own block. This is a strange addition, given we are now getting warnings about profiles being deprecated, but they have improved the configuration of searchable objects … Continue reading Winter ’24 Release- All my thoughts
Key AI-related Changes in Salesforce Introduced at the Dreamforce 2023
Dreamforce stands as Salesforce's premier event, delivering a memorable experience. With eye-opening keynote talks and hands-on demos that tackle tough challenges, it catered to diverse interests. The annual Dreamforce conference by Salesforce occurred from September 12–14, 2023. It boasted over 1,500 sessions, attracted 40,000 in-person attendees, and drew a global online viewership in the millions, … Continue reading Key AI-related Changes in Salesforce Introduced at the Dreamforce 2023
Why is my inactive user receiving an approval email?
To be honest, I am surprised that I am even writing this, but after the amount of time it took me to resolve the issue, I thought more on the Internet should have easy access to the solution. About a month ago, I was getting told that someone in senior leadership was still getting an … Continue reading Why is my inactive user receiving an approval email?
How to set up and assign a permission set with an expiration date
It used to be that when you gave someone permission set but you only wanted them to have it for a limited time, it was up to you to remember to remove the access later. Now, Salesforce has added functionality that allows admins to set expiration dates on individual permission sets or permission set groups, … Continue reading How to set up and assign a permission set with an expiration date
What does Subscription Type really mean?
Recently I have been explaining to users the foundations of Subscription Type and the implications on a product. The question is typically around how you setup a one-time product, which truly is a loaded question as it requires understanding the value of proration before you can move forward. Before we jump into the field, a … Continue reading What does Subscription Type really mean?
Summer ’23 Release Review
It is hot up here in the Pacific Northwest so I guess that means it's time for our Summer Release update. This month's list is huge so I broke this into sections so hopefully you can find what interests you. All of the Permissions and Security Add some security to your file that you share … Continue reading Summer ’23 Release Review
How to use the new Search Manager
In the Spring 23 release, Salesforce launched a Search Manager for Einstein Search. Within the manager, you are able to control the details and configurations of search terms for a specific profile. Go to Setup --> Search Manager Create a Configuration and select the Profile you want to be associated with it You will see … Continue reading How to use the new Search Manager
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