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
Tips & Tricks
Sending an Email using Macros in Lightning
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
Why won’t my Quick Action show 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?
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)
How to Rename Labels in the QLE
Have you ever looked at the Quote Line Editor and found that the labels being displayed didn't match your company lingo even though the values did? Well, here is a short and sweet trick for updating those labels - minimum effort required. For my walkthrough of how to change the label, I am going to … Continue reading How to Rename Labels in the QLE
CPQ: How to Change the Order of the Pricing Waterfall
Recently, I learned that the pricing waterfall for CPQ, which is known to be a set structure of when discounts are applied, can, in fact, be modified. Kept in the list of CPQ special fields, which are fields that do not come with CPQ out of the box, but can be created manually and CPQ … Continue reading CPQ: How to Change the Order of the Pricing Waterfall
What does deleting a Product actually mean?
In the land of CPQ, or really just using Products in Salesforce in general, there is some hidden meaning to the Delete button on the Product record, that until recently I had not even heard of. When clicking Delete on a Product record, one of two things is actually going to happen. First, you will … Continue reading What does deleting a Product actually mean?
How To: Set a custom end date in CPQ
Like most folks who use CPQ to sell a product over several years (typically referenced as MDQ in the Salesforce world), you may have run into a scenario where the purchaser wants to end on a date that would not have you fall in a typical subscription month amount. For example, say company ABC is … Continue reading How To: Set a custom end date in CPQ
Review: Profile to Permission Set Helper
*The following article is for a tool that will only work in the Lightning Experience. If you use Classic, this is still relevant, you will just need to temporarily flip over.* Maybe you have had that moment where you think that this profile would actually be much better as permission set. Maybe the profile has … Continue reading Review: Profile to Permission Set Helper
How-To: Display Custom Action button by Profile
Say that you have created a custom action button for the quote line editor in Salesforce, or that you only want certain users to have access to certain buttons. You may be wondering if there is an easy way to hide or show those buttons based on the Profile of the user as the criteria. … Continue reading How-To: Display Custom Action button by Profile
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