MIN for the win! Date stamp when an account became a customer 📆

The Problem: I recently wanted to date stamp when an account became a customer. For my purposes this date was the 'Close Date' of the very first won opportunity. My first instinct was to reach for Process Builder (I love it!), but I had a niggling feeling I was over-complicating things and there was a … Continue reading MIN for the win! Date stamp when an account became a customer 📆

Time saving tips: Remove all report columns with a single click using the Lightning report builder!

Ah standard report types....how we love your default columns. We absolutely do not spend an age removing the default columns every time we create a new report (hint: we do). The Lightning report builder has a really nifty solution for this! You can use the 'Remove All Columns' button. It does what it says on … Continue reading Time saving tips: Remove all report columns with a single click using the Lightning report builder!

🚩Warning! Unhappy customer ahead…🚩

The problem Let's start with a little story... Winn Ing - EMEA Sales Team Member "In the past 12 months I sold some widgets to ABC Technology. The sale went well and I'm pretty sure they like me 😃 I venture that I could probably sell them some more widgets. I get on the phone, … Continue reading 🚩Warning! Unhappy customer ahead…🚩

Contact preferences your users can’t ignore!

The problem GDPR + users that don't check contact preferences, does not a happy prospect make (and could have some pretty serious consequences). Salesforce natively provide us with the standard fields 'Do Not Call' and 'Email Opt Out' but if your org is anything like mine, these fields tend to end up at the bottom … Continue reading Contact preferences your users can’t ignore!

Highlight your VIP customers based on SLA

The problem When a customer gets in touch with an issue, the first thing your service department do is view the account record to check the SLA. The SLA information is right down the bottom of the page so users are asking for a quicker way to identify VIP customers, in this case, those with … Continue reading Highlight your VIP customers based on SLA

Tabs, glorious tabs!

The problem Recently, there has been a lot of interest in Salesforce from your senior management team. This is great news; executive buy-in can be a fantastic catalyst for increased user activity and adoption! The downside is they've also realised the power of having data at their fingertips and they want to record lots more … Continue reading Tabs, glorious tabs!

Use lightning quick actions to create powerful page layouts your users will love!

I've got a real passion for creating the best user interface possible using declarative methods. I'm also a big fan of highlighting little know functionality, so I combined these two topics to create a session titled "Use lightning quick actions to create powerful page layouts your users will love". I was lucky enough to be … Continue reading Use lightning quick actions to create powerful page layouts your users will love!

Time saving tips: Back to the future…wait, I mean Classic, to discover the power of the ‘Sharing’ button

I love Lightning, I really do, but for today's post we're heading back to Classic to take a look at the 'Sharing' button on the account page. Sadly the 'Sharing' button hasn't made it to Lightning yet - be sure to check out the useful links section below and click on the link to up … Continue reading Time saving tips: Back to the future…wait, I mean Classic, to discover the power of the ‘Sharing’ button

Time saving tips: Did you miss the memo about streamlining lead conversion without opportunities?

Last week I answered a question on the community about automatic opportunity creation upon lead convert, more specifically, how to avoid the creation of opportunities on lead convert.  The solution was simple (more on that in a minute) but it got me thinking, how many more users missed the memo about enhancements to lead conversion … Continue reading Time saving tips: Did you miss the memo about streamlining lead conversion without opportunities?

Help! I’ve run out of dynamic dashboards…

What is a dynamic dashboard? When you create a dashboard, you can set it to 'run as logged-in user'; this means it's a dynamic dashboard. When a dashboard runs as the logged-in user, it will display only the records that user has access to. In Classic you will see this option: In Lightning, this option … Continue reading Help! I’ve run out of dynamic dashboards…