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
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
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?
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
The Optimizer app is an app provided for free by Salesforce. It is accessible through Setup when in the Lightning interface. The Optimizer app gives you a rundown on how your system is configured and where improvements can be made. Before the Summer '20 release, Salesforce only offered the Optimizer functionality as a report that … Continue reading The New Salesforce Optimizer App
In the Winter '20 release for Salesforce, In-App Guidance was launched. This is a tool that enables you to add prompts throughout Salesforce to help provide useful guiding information to your users where and when they need it most. The Summer '20 release extends the functionality in two ways. One for those who do not … Continue reading How to: In-App Guidance
*** You will need Lightning enabled and My Domain enabled for this app to work*** In 2018 I wrote a post about a tool put out by Salesforce Labs that was designed to help you convert your Profiles to Permissions sets. Well, thanks to a reader who called to my attention some changes to the … Continue reading Profile and Permission Set Helper (Update)
Updated 7/3/2020 - at the bottom of the post As of the Spring '20 release, we, admins can finally provide users the ability to assign tasks to queues. For those wondering what a queue is, it is a way of routing records to a specific group of people, roles, or public groups, that enables you … Continue reading Task Queue in Spring ’20 – Not what you might think
Why is the Order related list not showing up on my Opportunity page layouts? This may seem like a simple thing to fix, you may be saying. Add it to the layout and make sure the user has access to the Orders object. Despite going through all of the usual checks, including logging … Continue reading Why is the Order related list not showing?
I think by this point it is safe to say that everyone is either in the process of actually moving to Lightning or you are in the planning stages of moving to Lightning. If you aren't in either category, get on board quick! as Salesforce is not making any more adjustments to Classic, so if … Continue reading Moving to Lightning with User Stories