The Salesforce Lightning Reference Guide has been designed to help Admins and users make the move to Lightning. In conjunction with all of the wonderful tools provided by Salesforce, this guide provides tips and inspiration to enable you to successfully cross the Lightning Transition finish line. In this reference guide you will find information on the following … Continue reading Salesforce Lightning Reference Guide
Tips & Tricks
Troubleshooting Common CPQ Error Messages
We've all seen it, the random message that shows at the top of a CPQ Quote without any rhyme or a reason, at least not at the front of mind. I have compiled a list of common error messages and their troubleshooting steps, along with the relevant articles from Salesforce, in order to provide some … Continue reading Troubleshooting Common CPQ Error Messages
How to Set up Related Quick Links
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
How to change the columns in the Add Products page
Recently I was asked how to change the Add Products page columns for Standard products - this is the page you get to by clicking "Add Products" in the Opportunity Products related list on the Opportunity record. Despite my best efforts of trying different ways to change it, including Opportunity Product multi-line layout I could … Continue reading How to change the columns in the Add Products page
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 declutter your fields using SNAPSHOT
This is a sponsored post in collaboration with Metazoa, the developer of the Snapshot Product. With the push from Salesforce heavily upon all of us to switch from Classic to Lightning, one of the critical things that need to be done to make the transition for your users easier and smoother is to reduce the … Continue reading How to declutter your fields using SNAPSHOT
