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…

Time saving tips: Where’s the ‘Add to Campaign’ report button gone in Lightning?

Last week I had a very simple user request: the requirement was to add all campaign members from last year's Christmas card campaign to this year's campaign, and ideally our users would be able to do this themselves, not wait for me to do something magical in the background. No problem I thought, I've got … Continue reading Time saving tips: Where’s the ‘Add to Campaign’ report button gone in Lightning?