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: 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?