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
Review: TrailheaDX 2019
TrailheaDX took place primarily over the course of two days and boy was it a whirlwind. While not nearly as people filled as Dreamforce (thank goodness for that), there are still enough people that sometimes the sessions get full and you definitely can feel overwhelmed by the sheer number and craziness around you. Despite all … Continue reading Review: TrailheaDX 2019
See me at TrailheaDX!
Are you going to TrailheaDX this week? Well, I am! Here is the schedule I am looking to follow. Hope to see you there 🙂 Wed. May 29th 11am - Einstein Next Best Action: An Intro to the Strategy Builder 12:30pm - Acheive Real Time Pricing using CPQ Quote Calaculator Plugin & Restful APEX … Continue reading See me at TrailheaDX!
How to add a formula in Lightning Report Builder
For a while now I have been using the dropdown on the Report Builder to switch the builder into Classic mode anytime I wanted to be able to add a formula to a report. Well, lo and behold, Salesforce did add a formula function to the Lightning Report Builder, and it is quite fancy to … Continue reading How to add a formula in Lightning Report Builder
The Ultimate Profile Auditing Guide: SOQL Statements
It is time to walk through how to actually perform the audit on the system. As part of this series, several scripts are provided in order for you to gain easy access to the data, as well as, instructions for how to manipulate the data in Excel. Auditing Profiles is not something that can be … Continue reading The Ultimate Profile Auditing Guide: SOQL Statements
How to remove Quantity from Standard Products?
Oh, the world of the little blue dots... If you don't know what I am talking about, I am referring to the small blue dots that show up on page layouts next to fields that Salesforce does not let you take off the page layout. Many times these also have little red stars that mean … Continue reading How to remove Quantity from Standard Products?
The Ultimate Profile Auditing Guide: Excel Pivot Tables
As part of this series, I thought it might be essential to do a quick run-through of how to create a pivot table in Excel. Creating pivot-tables are going to be critical to the next several articles, so this can be used as a tutorial before them. Please note that I am working on Microsoft … Continue reading The Ultimate Profile Auditing Guide: Excel Pivot Tables
How to add a Global Action to a Custom Page
Recently I was playing around in a dev org and decided to create myself a custom app page in Lightning. One of the things that I was interested in doing though was adding a Global Action to that page. If you don't know what a Global Action is, it is an Action that is not … Continue reading How to add a Global Action to a Custom Page
Why does Trailhead have a new Login?
As many of you may have noticed recently when logging into Trailhead the login process has been updated. You may be wondering why this is. A lot of this, while not really explained in the Why image below, is because of the pending updates related to the certification setup connecting with Trailhead. On April 19th, … Continue reading Why does Trailhead have a new Login?
The Ultimate Profile Auditing Guide – Setting up Security
As a precursor to getting into running reports on the data in your system to determine your security level, I am going to review some simple steps for setting up security. First up is setting Field Level Security for fields on Objects. Setting Field Level Security(FLS) is an essential step in ensuring the security of … Continue reading The Ultimate Profile Auditing Guide – Setting up Security
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