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
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
So you have a Quick Action that you want to add to either the Activity tab (if you on any Object but Cases) or on the Chatter tab (if you are on the Cases object). You have added it to the layout and clicked refresh and go to check out the new Quick Action, but … Continue reading Why won’t my Quick Action show in Lightning?
More than a year ago I wrote an article detailing how to setup Email to Case for Gmail. That article was written specifically for Classic. Since that time many updates have been made on the Lightning side, including a Setup Walkthrough as part of the Service Cloud package for setting up Email to Case. The … Continue reading Updated Email to Case Setup (LEX)
Wow, Spring '19 is already here, although, it does not look like Spring outside my window as I write this. I think this release really comes packing a punch, especially to those still living comfortably in the Classic world. As of 2020, we Classic users are going to be hit with some pretty big changes … Continue reading The Classic side of Spring ’19 Release
The Lightning Experience Accelerator is one of the many accelerators offered by Salesforce. This particular one is designed for any company looking to get started using Lightning within their organization. It is quite ideal especially for those who have had limited Lightning exposure or knowledge. The Accelerator follows a similar pattern to many of the … Continue reading Kickstart your Lightning Experience with the Lightning Accelerator
I am slowly edging my way into the Lightning Experience and one the elements that caught my eye early on was Sales Path. Sales Path, now just Path, is this wonderful tool that can be used on almost any object, both custom and standard, that will help your end users (all of them, not just … Continue reading How to: Setting up Sales Path