To be honest, I am surprised that I am even writing this, but after the amount of time it took me to resolve the issue, I thought more on the Internet should have easy access to the solution. About a month ago, I was getting told that someone in senior leadership was still getting an … Continue reading Why is my inactive user receiving an approval email?
Admin Life
How to set up and assign a permission set with an expiration date
It used to be that when you gave someone permission set but you only wanted them to have it for a limited time, it was up to you to remember to remove the access later. Now, Salesforce has added functionality that allows admins to set expiration dates on individual permission sets or permission set groups, … Continue reading How to set up and assign a permission set with an expiration date
Summer ’23 Release Review
It is hot up here in the Pacific Northwest so I guess that means it's time for our Summer Release update. This month's list is huge so I broke this into sections so hopefully you can find what interests you. All of the Permissions and Security Add some security to your file that you share … Continue reading Summer ’23 Release Review
How to use the new Search Manager
In the Spring 23 release, Salesforce launched a Search Manager for Einstein Search. Within the manager, you are able to control the details and configurations of search terms for a specific profile. Go to Setup --> Search Manager Create a Configuration and select the Profile you want to be associated with it You will see … Continue reading How to use the new Search Manager
Spring ’23 – these are a few of my favorite things!
While it does not seem like spring in most of the US, Salesforce releases do not seem to care. Our Spring release is just around the corner, and my goodness, it comes jam-packed with so many items that I couldn't just pick a few. To keep this easy, I've separated them into categories and left … Continue reading Spring ’23 – these are a few of my favorite things!
How to Edit Activated Orders
I previously wrote an article describing the different Order settings of Salesforce OOTB. Once you have enabled those settings, some additional adjustments can still be made at either a profile or permission set level to allow users edit activated orders. All of the below settings are in the App Permissions in the Sales section: 1. … Continue reading How to Edit Activated Orders
Considerations for Contact Org Wide Settings
When setting up your Salesforce instance, it is important to consider your sharing settings for the Account, Contact, Opportunity, and Case objects. This is because these objects are the most tied together in how they can be set up. Greyed out represents when the Account is changed all others that are changed If you want … Continue reading Considerations for Contact Org Wide Settings
How to Set a Default Experience for a Profile
The Salesforce org you are working with might have more than one Experience, and your users may be able to access more than one Experience. In this scenario, you would likely want your users to default to a selected community, including all communications coming out of Salesforce. To do this is quite simple. Go to … Continue reading How to Set a Default Experience for a Profile
What can I do with Lightning Apps?
Lightning Apps in Salesforce are a great tool to have at your disposal for giving your users a streamlined view of the things they need at their fingertips. As a quick reminder on how to create a Lightning App go to: Setup --> App Manager --> New Lightning App Here are all of the things … Continue reading What can I do with Lightning Apps?
How to Migrate to Flow (beta)
At the time of writing this article, two important factors to note: This is in Beta - so please read the details and terms provided in the release notesThis is ONLY working for Workflow Rules, not Process Builders With the upcoming retirement of Workflow Rules and Process Builders, Salesforce is giving us the tools we … Continue reading How to Migrate to Flow (beta)
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