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
Tips & Tricks
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?
How to test In-App Guidance
Recently I learned that testing In-App Guidance in a sandbox is not as straightforward as one might think. Apparently, for the purpose of not affecting automated testing, Salesforce created a special testing method specifically for In-App Guidance. Once you have created your In-App Guidance prompt then you can go back to the Setup page and … Continue reading How to test In-App Guidance
Where is Lead Conversion Mapping in Lightning?
If you are in Lightning and you are trying to figure out where to set up the Lead mapping of fields to Contacts, Accounts, and Opportunities, follow the steps below. Go to SetupClick on Object Manager and search for LeadOn the Lead page, in the top right, there is a button that is called Map … Continue reading Where is Lead Conversion Mapping in Lightning?
How to Setup Dynamic Actions
I can't believe I finally get to write this article - I also cannot count how many times over the years I have been asked can we make a button on a layout dynamic without changing page layouts. Dynamic Actions is finally here! In the Winter '21 release it is Beta for Standard Objects and … Continue reading How to Setup Dynamic Actions
Understanding Salesforce Multi-Currency Implications
When setting up multi-currency in your org there are some implications that you need to be aware of. When handling the building and testing of multi-currency in the sandbox, make sure to think about the following items: The first thing that you need to do when setting up multi-currency is to activate any additional currencies … Continue reading Understanding Salesforce Multi-Currency Implications
Enabling Two Factor Authentication (2FA) to Self-Registration in Communities
You have recently created a Salesforce Customer Community and have enabled Self-Registration for users, meaning that they can sign themselves up for an account with your site. Well, perhaps you are security-minded and want to ensure that those who are logging in are really who they say they are and the account/ email hasn't been … Continue reading Enabling Two Factor Authentication (2FA) to Self-Registration in Communities
8 Tips for setting up Self-Registration in a Customer Community
Some new projects have come my way and I am starting to dive deep into the Community Cloud that Salesforce has to offer. The first thing on the list was to get a Customer Community up and running with a Self-Registration login. There are Trailheads and Salesforce documentation on how to do this, however, despite … Continue reading 8 Tips for setting up Self-Registration in a Customer Community
How to Setup Multi-Currency
Multi-currency is a feature that comes with Salesforce that is very useful if your company either is multiple countries with different currencies or simply sells in more than one currency. Below I am going to walk you through the basic steps of setting up a secondary currency using GBP (Great British Pound). Go to Setup … Continue reading How to Setup Multi-Currency
Profile and Permission Set Helper (Update)
*** You will need Lightning enabled and My Domain enabled for this app to work*** In 2018 I wrote a post about a tool put out by Salesforce Labs that was designed to help you convert your Profiles to Permissions sets. Well, thanks to a reader who called to my attention some changes to the … Continue reading Profile and Permission Set Helper (Update)
