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?

Time saving tips: Set field properties in bulk on your page layout

Did you know you can set field properties as 'Read Only' or 'Required' on multiple fields whilst editing the page layout?! No more setting properties one field at a time... Edit your chosen page layout Click on a field you want to edit the properties on (you've done it right if the field is highlighted … Continue reading Time saving tips: Set field properties in bulk on your page layout