First up is Page Layouts; Out of the three, this is the one you should already be familiar with. You get to this layout by going to the Object in Setup and then clicking Page Layout. Once there, it will look identical to what you are used to seeing in Classic, and that would be … Continue reading The difference between Page Layouts, Record Layouts, and Lightning Pages
Lightning
How to display a warning message on a record
The requirement is to display a warning message on the top of a record. The message should only display if the record contains certain information. In the days of old, and by the I mean Classic, Visualforce was usually required to make a nice banner that sat on the page and could be dynamic. Today, … Continue reading How to display a warning message on a record
How to Filter by Date in Lightning Dashboard Components
Adding date filters to a Dashboard in Lightning is no different from adding any other field filter - as long as the field is shared across all Dashboard Components, the field will be available to you for filtering. An example of a date filter on a Dashboard might be that you have a series of … Continue reading How to Filter by Date in Lightning Dashboard Components
How to Edit Order Products in Lightning
When you move from Classic experience to Lightning experience, one of the differences you may notice is the lack of the Select Products VisualForce page that you get when creating an Order and having multiple Orders per Quote enabled. Multiple Orders per Quote is only available as part of CPQ+. In Classic, when you created … Continue reading How to Edit Order Products in Lightning
Dynamic Forms – Winter ’21 Release
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
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
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
The New Salesforce Optimizer App
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
How to: In-App Guidance
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
Salesforce 9 to 5 