The difference between Page Layouts, Record Layouts, and Lightning Pages

First up is Page Layouts; Out of the three, this is the one you should already be familiar with. You get to this layout by going to the Object in Setup and then clicking Page Layout. Once there, it will look identical to what you are used to seeing in Classic, and that would be … Continue reading The difference between Page Layouts, Record Layouts, and Lightning Pages

How to give access to multiple Experience Communities

I recently worked on a Partner Portal in an environment with two other Communities, including a Customer Portal. One of the challenges I experienced during this was how to give access to the Partner to the Partner Portal and the Customer Portal. The challenge is quite easily solved with the use of a permission set … Continue reading How to give access to multiple Experience Communities

Benefits of CPQ Amendments and Renewals

Many of the Salesforce instances I work with have employed CPQ Amendments and Renewals and are experiencing the benefits of features that Salesforce provides out of the box. To learn about how to use Amendments and Renewals, please check out these two posts: Opportunity Renewal CreationAmendments and Renewal Quotes On the flip side, many have … Continue reading Benefits of CPQ Amendments and Renewals