So for a long time, I have known about the Recursion Checkbox in the Process Builder; however, I have never found a reason to use it. I believe part of my shyness towards this checkbox has been that in the development world, there are very few instances where you want recursion to happen. Typically, we … Continue reading When to use Recursion Checkbox in Process Builder
Admin Life
Webinar: Cleaning up Salesforce for your move to Lightning
In conjunction with Metazoa - Snapshot, I will be hosting a Webinar on cleaning up Salesforce in preparation to moving to Lightning. In this webinar, we will cover the following: - Walk through the process of sorting through a single object’s fields and the number of times they are filled in. - Examine if a … Continue reading Webinar: Cleaning up Salesforce for your move to Lightning
My top Winter ’20 Release picks
Here is a quick overview of the things I found most interesting coming in the Winter '20 release. Lightning is getting turned on for everyone that is using the standard profile or custom profiles that have the Lightning Enabled setting turned on New Mobile App on October 14th - time for the Mobile App to … Continue reading My top Winter ’20 Release picks
Salesforce Lightning Reference Guide
The Salesforce Lightning Reference Guide has been designed to help Admins and users make the move to Lightning. In conjunction with all of the wonderful tools provided by Salesforce, this guide provides tips and inspiration to enable you to successfully cross the Lightning Transition finish line. In this reference guide you will find information on the following … Continue reading Salesforce Lightning Reference Guide
The Ultimate Profile Auditing Guide: Putting it all together
In this last article in the Ultimate Profile Auditing Guide, I will be taking all of the steps we have gone through and be putting it all together. For this example, the use case goes as follow. I am a newly hired Salesforce Admin, and I have been tasked with finding out all of the … Continue reading The Ultimate Profile Auditing Guide: Putting it all together
How to make Lightning Run Faster
Many people are resistant to the movement from Classic to Lightning. However, with the ever-increasing push from Salesforce to switch platforms, understanding how to make Lightning work for you, instead of against you, is critical. First, a little bit of background about Lightning. Classic is a server run platform, what that means is all of … Continue reading How to make Lightning Run Faster
Related Lists Summer ’19 Updates
There were some highly anticipated releases in the Summer '19 release for Related Lists, although maybe not entirely as expected. First up are the changes to Lightning Record page selections for the Related List. One of the many requested items was to be able to have more than four columns in a Related List in … Continue reading Related Lists Summer ’19 Updates
How to declutter your fields using SNAPSHOT
This is a sponsored post in collaboration with Metazoa, the developer of the Snapshot Product. With the push from Salesforce heavily upon all of us to switch from Classic to Lightning, one of the critical things that need to be done to make the transition for your users easier and smoother is to reduce the … Continue reading How to declutter your fields using SNAPSHOT
Review: TrailheaDX 2019
TrailheaDX took place primarily over the course of two days and boy was it a whirlwind. While not nearly as people filled as Dreamforce (thank goodness for that), there are still enough people that sometimes the sessions get full and you definitely can feel overwhelmed by the sheer number and craziness around you. Despite all … Continue reading Review: TrailheaDX 2019
See me at TrailheaDX!
Are you going to TrailheaDX this week? Well, I am! Here is the schedule I am looking to follow. Hope to see you there 🙂 Wed. May 29th 11am - Einstein Next Best Action: An Intro to the Strategy Builder 12:30pm - Acheive Real Time Pricing using CPQ Quote Calaculator Plugin & Restful APEX … Continue reading See me at TrailheaDX!
