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
Winter ’21 Release
Here are the random collection of items that I thought to be of interest that are coming out in the Winter '21 release this month. Optimizer can now be scheduled to run on its own, so you can easily stay up to date without waiting.Salesforce decided that the recycling bin no longer needed to be … Continue reading Winter ’21 Release
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
Winter ’21 Changes for CPQ Licensing
As part of the Winter '21 release anyone who has Salesforce CPQ or Advanced Approval packages will be required to make updates to their system. This includes licenses, permission sets, and profiles. The information you will see below is based on the CPQ package, but the same logic pertains for the Advanced Approvals package. NOT … Continue reading Winter ’21 Changes for CPQ Licensing
What is the difference between Managed License and Permission Set License
If you have ever installed a package from the App Exchange that has a specified number of licenses that can be given out to users then you are probably familiar with a Managed License. A managed license is a license required to be given to a user in order for that user to have access … Continue reading What is the difference between Managed License and Permission Set License
The New Salesforce Optimizer App
The Optimizer app is an app provided for free by Salesforce. It is accessible through Setup when in the Lightning interface. The Optimizer app gives you a rundown on how your system is configured and where improvements can be made. Before the Summer '20 release, Salesforce only offered the Optimizer functionality as a report that … Continue reading The New Salesforce Optimizer App
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
