Adding date filters to a Dashboard in Lightning is no different from adding any other field filter - as long as the field is shared across all Dashboard Components, the field will be available to you for filtering. An example of a date filter on a Dashboard might be that you have a series of … Continue reading How to Filter by Date in Lightning Dashboard Components
Tips & Tricks
How to Edit Order Products in Lightning
When you move from Classic experience to Lightning experience, one of the differences you may notice is the lack of the Select Products VisualForce page that you get when creating an Order and having multiple Orders per Quote enabled. Multiple Orders per Quote is only available as part of CPQ+. In Classic, when you created … Continue reading How to Edit Order Products in Lightning
How to Set a Summary Variable for a Quote Term
A while back, I created a post for setting up an Alert for CPQ and used a Summary Variable as part of the setup. Today, I will walk through using a Summary Variable for setting a filter on a Quote Term. To start, the Quote Term is an object used for adding additional language to the … Continue reading How to Set a Summary Variable for a Quote Term
Merging Organizations in NPSP
I have recently been volunteering for a Non-Profit organization to gain experience, specifically with the Non-Profit Success Pack/Cloud (NPSP) from Salesforce. Recently, one of the requests was to merge an Organization. Our initial thinking was to use the Manage Households button; however, I quickly learned that this only works for the Household Account Record Type … Continue reading Merging Organizations in NPSP
How to Setup an Approval Variable
Suppose you have been working on setting up Advanced Approvals. In that case, you may have run into a scenario where you need to aggregate some data from a related object to the object you are running the Approvals on to satisfy an Approval Condition. For example, your Sales leadership cares about the sum of … Continue reading How to Setup an Approval Variable
How to Add Images to Libraries
Let's say that you are planning on having a Community through Salesforce, and you are interested in sharing Libraries of files with people. Still, you don't want the Library's cover just to be a plain boring folder image.
How to set up an Approval Condition – Advanced Approvals
Perhaps you read my last article on Advanced Approvals about how and when to setup Approval Chains, and you are now working on the Approval Rules and Approval Conditions in those Chains. In this guide, I will walk through setting up an Approval Condition and what the different fields on the page mean. Find your relevant Approval … Continue reading How to set up an Approval Condition – Advanced Approvals
How to fix Internal Error Message when Self-Registering for Partner Portal
If you are managing a Partner Portal and one of the users contacts you with an Internal Error message that gives you zero amount of information to look for, here is one thing that you should keep on your checklist. Any account owner in Salesforce that is attached to an active Partner Account needs to … Continue reading How to fix Internal Error Message when Self-Registering for Partner Portal
What are Approval Chains and When to Use Them
So you have decided to go the route of using Advanced Approvals, congrats! Advanced Approvals has many features that Standard Approvals do not have, one of them being Approval Chains. Approval Chains allow you to have multiple routes for a particular record to go and have those routes run in parallel. To get more specific, … Continue reading What are Approval Chains and When to Use Them
What Permissions are available for List Views?
First, let's start off with what a List View is - this is a list for any given object that can be accessed via the tab for that object. List Views are like reports in that you can change the columns, add filters, and even show charts. They are unlike reports though in two keys … Continue reading What Permissions are available for List Views?