As part of this series, I thought it might be essential to do a quick run-through of how to create a pivot table in Excel. Creating pivot-tables are going to be critical to the next several articles, so this can be used as a tutorial before them. Please note that I am working on Microsoft … Continue reading The Ultimate Profile Auditing Guide: Excel Pivot Tables
Author: sf9to5
How to add a Global Action to a Custom Page
Recently I was playing around in a dev org and decided to create myself a custom app page in Lightning. One of the things that I was interested in doing though was adding a Global Action to that page. If you don't know what a Global Action is, it is an Action that is not … Continue reading How to add a Global Action to a Custom Page
Why does Trailhead have a new Login?
As many of you may have noticed recently when logging into Trailhead the login process has been updated. You may be wondering why this is. A lot of this, while not really explained in the Why image below, is because of the pending updates related to the certification setup connecting with Trailhead. On April 19th, … Continue reading Why does Trailhead have a new Login?
The Ultimate Profile Auditing Guide – Setting up Security
As a precursor to getting into running reports on the data in your system to determine your security level, I am going to review some simple steps for setting up security. First up is setting Field Level Security for fields on Objects. Setting Field Level Security(FLS) is an essential step in ensuring the security of … Continue reading The Ultimate Profile Auditing Guide – Setting up Security
How to: Field Trip by RingLead
If you have ever found yourself saying that you have too many fields on an object or maybe that you have duplicates on that object, then this is the How-To for you. Field Trip is a free App from the AppExchange designed to allow you to see which fields are used and how often by … Continue reading How to: Field Trip by RingLead
The Ultimate Profile Auditing Guide – Intro
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
Sending an Email using Macros in Lightning
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
APEX: Color-coded Maps, Lists, and Loops
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
Why won’t my Quick Action show in Lightning?
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?
Understanding CPQ Renewal Pricing Method
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
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