Finally! One of the things I have been asked for the most since I first took a job as a Salesforce Admin was the ability to edit inline a report. Well, our wishes have come true. In the Spring '22 release, this feature is in Beta and available to use. To use this, first, go … Continue reading Edit fields on a Report (Beta)
Spring ’22 Release Notes Favorites
Here are my favorites from the Salesforce Spring '22 Release MFA IS COMING Built-In Authenticators are now available including Touch and Face ID. SSO into Salesforce via Slack! Scoping Rules are becoming Generally Available Use Picklists to control Scoping Rules Speedier CPQ, or so I hope A billing fix related to Crediting Invoices Org wide … Continue reading Spring ’22 Release Notes Favorites
Passing Salesforce CPQ + Study Guide
It has been a few years since I originally wrote this article and passed the CPQ exam. In that time, Salesforce has made many new resources available to learn and understand CPQ.
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 display a warning message on a record
The requirement is to display a warning message on the top of a record. The message should only display if the record contains certain information. In the days of old, and by the I mean Classic, Visualforce was usually required to make a nice banner that sat on the page and could be dynamic. Today, … Continue reading How to display a warning message on a record
Troubleshooting my first Flow
I am trying to venture down the road of understanding the in's and out's of Flows. I tried this a couple of years ago; I could not come to terms with them - coding was easier. However, with the announcement of the retirement of Workflow Rules and Process Builders and the immense number of updates … Continue reading Troubleshooting my first Flow
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
How to view MDQ in Tab format
If you are experienced with using MDQ, you know that sometimes it can be confusing to the Sales Rep creating the quote to understand which products are segmented vs. standard. As part of the Large Quoting Experience, Salesforce added a feature that allows you to more easily see the difference by placing the products into separate … Continue reading How to view MDQ in Tab format
How to Filter by Date in Lightning Dashboard Components
Adding date filters to a Dashboard in Lightning is no different from adding any other field filter - as long as the field is shared across all Dashboard Components, the field will be available to you for filtering. An example of a date filter on a Dashboard might be that you have a series of … Continue reading How to Filter by Date in Lightning Dashboard Components
How to Edit Order Products in Lightning
When you move from Classic experience to Lightning experience, one of the differences you may notice is the lack of the Select Products VisualForce page that you get when creating an Order and having multiple Orders per Quote enabled. Multiple Orders per Quote is only available as part of CPQ+. In Classic, when you created … Continue reading How to Edit Order Products in Lightning