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
Profile and Permission Set Helper (Update)
*** 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)
Task Queue in Spring ’20 – Not what you might think
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?
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?
Moving to Lightning with User Stories
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
Where is the Find Duplicates button in Lightning?
As many of us are working through the transition to Lightning, you may be looking for all of the things you are familiar with from Classic in the Lightning setting. One of those items is likely the Find Duplicates button that exists for Leads in Classic. In Lightning, there is no Find Duplicates button, however, … Continue reading Where is the Find Duplicates button in Lightning?
Converting Leads in Lightning
During the transition process to Lightning, one of the big user experience changes you may see is the difference in how the Convert button on a Lead works. The differences are completely beneficial to your users but may take some adjusting to the visual elements of it. Let's step through the Convert screen in Lightning: … Continue reading Converting Leads in Lightning
How to Run a Report on Reports
Perhaps you are thinking about doing a Reports cleanup as part of your Lightning Transition. Salesforce has made it easy to report on Reports. Possible good use cases for using this Report type are: seeing how many reports you have in total, how many have been run recently, how many have NEVER been run (trust … Continue reading How to Run a Report on Reports
How to Add Campaign Members in Lightning
The user experience of many features in Lightning may differ in comparison to Classic. One such feature is adding Campaign Members to a Campaign. Related: Salesforce Lightning Reference Guide In Classic, the way you added Campaign Members was through the Manage Members button at the top of the Campaign screen. The button is a drop-down with … Continue reading How to Add Campaign Members in Lightning
How to add Product Image in Quote Line Editor
Recently, a customer wanted to display the images of the products they sell within CPQ to make it easier for their sales reps to identify the differences in the products. After much research and digging through the Salesforce documentation, I found it to be lacking in the context needed to do it in Lightning. Here … Continue reading How to add Product Image in Quote Line Editor