With the Winter '21 release, Dynamic Forms became GA for Custom objects in Salesforce. Dynamic Forms provide the ability to customize the Lightning Record Page by field, giving more control to admins than the Page Detail Layouts. Below, I will walk through some of the setup steps for the Dynamic Forms, but before doing so, … Continue reading Dynamic Forms – Winter ’21 Release
Author: sf9to5
Review: The Salesforce Career Playbook by Martin Gessner
During 2019, I was interviewed for a book that recently came out called The Salesforce Career Playbook by Martin Gessner. You may otherwise know Martin as the man behind FocusOnForce. His book is a deep dive into the different career paths that Salesforce offers, alongside case studies and insights from people worldwide in different Salesforce careers.
Top posts in 2020 for SF9to5
Happy almost New Year everyone! I know everyone is eager to say goodbye to 2020, so I wanted to do a quick lookback at the top 10 posts released this year. Permission Set Groups – Spring ’20 ReleaseTask Queue in Spring ’20 – Not what you might thinkHow to Setup Discount SchedulesWhy is the Order related list not showing?Winter … Continue reading Top posts in 2020 for SF9to5
How to test In-App Guidance
Recently I learned that testing In-App Guidance in a sandbox is not as straightforward as one might think. Apparently, for the purpose of not affecting automated testing, Salesforce created a special testing method specifically for In-App Guidance. Once you have created your In-App Guidance prompt then you can go back to the Setup page and … Continue reading How to test In-App Guidance
CPQ: Connect Quote Line to Asset
I recently discovered some useful fields for CPQ in connection with the Asset record. They are there to assist in connecting back to the original Quote Line. They also provide extra details in the scenario that your Asset is connected to a percent of total Subscription Product. Quote Line: This reflects the Quote Line that … Continue reading CPQ: Connect Quote Line to Asset
Where is Lead Conversion Mapping in Lightning?
If you are in Lightning and you are trying to figure out where to set up the Lead mapping of fields to Contacts, Accounts, and Opportunities, follow the steps below. Go to SetupClick on Object Manager and search for LeadOn the Lead page, in the top right, there is a button that is called Map … Continue reading Where is Lead Conversion Mapping in Lightning?
How to Setup Dynamic Actions
I can't believe I finally get to write this article - I also cannot count how many times over the years I have been asked can we make a button on a layout dynamic without changing page layouts. Dynamic Actions is finally here! In the Winter '21 release it is Beta for Standard Objects and … Continue reading How to Setup Dynamic Actions
Winter ’21 Release
Here are the random collection of items that I thought to be of interest that are coming out in the Winter '21 release this month. Optimizer can now be scheduled to run on its own, so you can easily stay up to date without waiting.Salesforce decided that the recycling bin no longer needed to be … Continue reading Winter ’21 Release
Understanding Salesforce Multi-Currency Implications
When setting up multi-currency in your org there are some implications that you need to be aware of. When handling the building and testing of multi-currency in the sandbox, make sure to think about the following items: The first thing that you need to do when setting up multi-currency is to activate any additional currencies … Continue reading Understanding Salesforce Multi-Currency Implications
Enabling Two Factor Authentication (2FA) to Self-Registration in Communities
You have recently created a Salesforce Customer Community and have enabled Self-Registration for users, meaning that they can sign themselves up for an account with your site. Well, perhaps you are security-minded and want to ensure that those who are logging in are really who they say they are and the account/ email hasn't been … Continue reading Enabling Two Factor Authentication (2FA) to Self-Registration in Communities
