One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have … Continue reading How to Set up Related Quick Links
Lightning
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 add a formula in Lightning Report Builder
For a while now I have been using the dropdown on the Report Builder to switch the builder into Classic mode anytime I wanted to be able to add a formula to a report. Well, lo and behold, Salesforce did add a formula function to the Lightning Report Builder, and it is quite fancy to … Continue reading How to add a formula in Lightning Report Builder
How to add a Global Action to a Custom Page
Recently I was playing around in a dev org and decided to create myself a custom app page in Lightning. One of the things that I was interested in doing though was adding a Global Action to that page. If you don't know what a Global Action is, it is an Action that is not … Continue reading How to add a Global Action to a Custom Page
How to: Field Trip by RingLead
If you have ever found yourself saying that you have too many fields on an object or maybe that you have duplicates on that object, then this is the How-To for you. Field Trip is a free App from the AppExchange designed to allow you to see which fields are used and how often by … Continue reading How to: Field Trip by RingLead
Sending an Email using Macros in Lightning
As part of the Service Cloud and the Service Console, you can provide your users access to Macros. Macros are like little robots that take over the items that you do repeatedly on a daily basis. An example of something that makes a good Macro is sending an email that already has a template and … Continue reading Sending an Email using Macros in Lightning
