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?
Lightning
Updated Email to Case Setup (LEX)
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)
The Classic side of Spring ’19 Release
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
Kickstart your Lightning Experience with the Lightning Accelerator
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
How to: Setting up Sales Path
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
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