Your Complete Guide to Salesforce List Views in Lightning

Salesforce list views are a powerful reporting tool for you and your users. Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice. At first glance, list views in Lightning are … Continue reading Your Complete Guide to Salesforce List Views in Lightning

Have your say: Complete the annual Mason Frank salary survey now!

Every year I look forward to reading the results of the Mason Frank salary survey. It's far more than a salary survey though; it's a deep dive into the Salesforce ecosystem, exploring products, features, diversity, equality, benefits, certifications, and for the first time, the 2020 survey will explore employee well-being. The survey is most beneficial … Continue reading Have your say: Complete the annual Mason Frank salary survey now!

Check your settings: “Attach Files to Report Subscriptions” was switched off!

One of my favorite new features from the Spring '20 release was the ability to attach files to report subscriptions: Source: Attach Formatted Spreadsheets to Report Subscriptions (Beta) This new feature provided a much better way to receive report results and I was excited to share it with my users. Tip: It is currently in … Continue reading Check your settings: “Attach Files to Report Subscriptions” was switched off!

Unsure if Einstein Opportunity Scoring is for you? Check out this new video!

If you've not set up Einstein Opportunity Scoring yet what are you waiting for?! I was sent a link to a super new video explaining the who, what and why of Einstein Opportunity Scoring which I'm sharing with permission from Salesforce. Link: https://salesforce.vidyard.com/watch/r9X3fAT2Z5wRxJQ4p2cytc You can also read all about this fantastic free new feature on … Continue reading Unsure if Einstein Opportunity Scoring is for you? Check out this new video!

How can I improve my Einstein Opportunity Score?

First things first, to understand what Einstein Opportunity Scoring is and to find out if you're eligible, check out this post on Salesforce Ben: What Is Salesforce Einstein Opportunity Scoring? Overview & Deep Dive Tutorial Read it? Great stuff, let's move on. I am loving Einstein Opportunity Scoring and the reception from my users has … Continue reading How can I improve my Einstein Opportunity Score?

Have you heard the news? Major changes to Salesforce certification maintenance…

In hindsight that heading was a bit dramatic...but now I have your attention, have you heard your Salesforce certification maintenance will now only be required once per year?! As of the 15th April 2020, certifications that previously required three maintenance exams per year will only require one. When your certification maintenance is required will depend … Continue reading Have you heard the news? Major changes to Salesforce certification maintenance…

How Admins Can Mass Move Reports and Dashboards

Spoiler alert: we're heading back to Classic to mass move reports and dashboards using drag and drop functionality. Do I really want to be encouraging you back to Classic as an advocate and champion for Lightning?! Not really, but needs must. Last week I needed to move some reports and dashboards fast and I'd forgotten … Continue reading How Admins Can Mass Move Reports and Dashboards

Automatic Updates on the Report Preview – On or Off?

Sometimes I realise I'm really no different to my users - I hate change! Let me be more specific, I hate change I don't control, or that takes my by surprise. This can make release time a bit stressful. As well as large enhancements that get a lot of publicity, Salesforce include a lot of … Continue reading Automatic Updates on the Report Preview – On or Off?

Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.

I went to subscribe to a report this week and couldn't; I'd reached the maximum limit for report subscriptions! How, I asked myself, was this possible? I hardly ever subscribe to reports...I can't have reached the limit (which is 5 FYI). First things first, how do you find out which reports you are subscribed to? … Continue reading Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.

Help! I can’t change the currency on my opportunity…

Fun story, I recently spent an entire weekend rolling out A LOT of changes. I'm a solo Admin so I do everything, and if something goes wrong with development, it's my fault. A few days post roll-out, a user contacts me, saying they can no longer change the currency on their opportunity. Since they were … Continue reading Help! I can’t change the currency on my opportunity…