The Salesforce Lightning Reference Guide has been designed to help Admins and users make the move to Lightning. In conjunction with all of the wonderful tools provided by Salesforce, this guide provides tips and inspiration to enable you to successfully cross the Lightning Transition finish line. In this reference guide you will find information on the following … Continue reading Salesforce Lightning Reference Guide
Troubleshooting Common CPQ Error Messages
We've all seen it, the random message that shows at the top of a CPQ Quote without any rhyme or a reason, at least not at the front of mind. I have compiled a list of common error messages and their troubleshooting steps, along with the relevant articles from Salesforce, in order to provide some … Continue reading Troubleshooting Common CPQ Error Messages
How to enable Full View (Beta) in Lightning
Coming soon to Salesforce (or so is noted by the Beta sign) will be the ability to set up your page views in Lightning like you have them in Classic using Full View. Full View is designed to remove some of the UX changes that Salesforce made when they launched Lightning. Up until this point, the … Continue reading How to enable Full View (Beta) in Lightning
How to Set up Related Quick Links
One of the features somewhat buried in the Lightning platform for the Lightning record pages is the Related Quick Links feature. This is a really awesome feature because it helps all of those who are in Classic and looking to move to Lightning but are struggling with the number of Related Lists that they have … Continue reading How to Set up Related Quick Links
The Ultimate Profile Auditing Guide: Putting it all together
In this last article in the Ultimate Profile Auditing Guide, I will be taking all of the steps we have gone through and be putting it all together. For this example, the use case goes as follow. I am a newly hired Salesforce Admin, and I have been tasked with finding out all of the … Continue reading The Ultimate Profile Auditing Guide: Putting it all together
How to change the columns in the Add Products page
Recently I was asked how to change the Add Products page columns for Standard products - this is the page you get to by clicking "Add Products" in the Opportunity Products related list on the Opportunity record. Despite my best efforts of trying different ways to change it, including Opportunity Product multi-line layout I could … Continue reading How to change the columns in the Add Products page
How to make Lightning Run Faster
Many people are resistant to the movement from Classic to Lightning. However, with the ever-increasing push from Salesforce to switch platforms, understanding how to make Lightning work for you, instead of against you, is critical. First, a little bit of background about Lightning. Classic is a server run platform, what that means is all of … Continue reading How to make Lightning Run Faster
