Perhaps you are thinking about doing a Reports cleanup as part of your Lightning Transition. Salesforce has made it easy to report on Reports. Possible good use cases for using this Report type are: seeing how many reports you have in total, how many have been run recently, how many have NEVER been run (trust … Continue reading How to Run a Report on Reports
How to set up a Lookfield for the QLE
Recently I was asked about adding a Lookup field on a Quote Line to be filled in on the Quote Line Editor. As a result, I learned something new about the backend of CPQ. There is a special way to adjust what fields show up in the Lookup filter view and how to set it … Continue reading How to set up a Lookfield for the QLE
How to Add Campaign Members in Lightning
The user experience of many features in Lightning may differ in comparison to Classic. One such feature is adding Campaign Members to a Campaign. Related: Salesforce Lightning Reference Guide In Classic, the way you added Campaign Members was through the Manage Members button at the top of the Campaign screen. The button is a drop-down with … Continue reading How to Add Campaign Members in Lightning
How to add Product Image in Quote Line Editor
Recently, a customer wanted to display the images of the products they sell within CPQ to make it easier for their sales reps to identify the differences in the products. After much research and digging through the Salesforce documentation, I found it to be lacking in the context needed to do it in Lightning. Here … Continue reading How to add Product Image in Quote Line Editor
How to Set up Twin Fields in CPQ
You are probably wondering what is a Twin field and when do you use it. A Twin field is a CPQ feature that lets you create, for certain objects, two fields that are of the same name and type, and the data from one object is automatically populated onto the other object. Of course, there … Continue reading How to Set up Twin Fields in CPQ
How to use Features and Categories in CPQ?
In CPQ there are many different ways to display Products to your users. In this post, I am going to review how you can show a bundle product that has its features broken out by tabs and then sub-groupings on that tab. Our end goal is going to look something like this: The use case … Continue reading How to use Features and Categories in CPQ?
How to: Audit Salesforce Profiles
Recently, I wrote a series of posts called The Ultimate Profile Auditing Guide. The purpose of the guide is to help you navigate viewing Profiles on a large scale through Excel as a means of running an audit on your Profiles. Below is the list of posts in the order that they go in. The … Continue reading How to: Audit Salesforce Profiles
When to use Recursion Checkbox in Process Builder
So for a long time, I have known about the Recursion Checkbox in the Process Builder; however, I have never found a reason to use it. I believe part of my shyness towards this checkbox has been that in the development world, there are very few instances where you want recursion to happen. Typically, we … Continue reading When to use Recursion Checkbox in Process Builder
Webinar: Cleaning up Salesforce for your move to Lightning
In conjunction with Metazoa - Snapshot, I will be hosting a Webinar on cleaning up Salesforce in preparation to moving to Lightning. In this webinar, we will cover the following: - Walk through the process of sorting through a single object’s fields and the number of times they are filled in. - Examine if a … Continue reading Webinar: Cleaning up Salesforce for your move to Lightning
My top Winter ’20 Release picks
Here is a quick overview of the things I found most interesting coming in the Winter '20 release. Lightning is getting turned on for everyone that is using the standard profile or custom profiles that have the Lightning Enabled setting turned on New Mobile App on October 14th - time for the Mobile App to … Continue reading My top Winter ’20 Release picks
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