Even if you only use the standard price book, the option to 'Add Price Book' will still appear as an option. This seems quite misleading and confusing for users; it's also a button that's not needed and in my book that makes it clutter. There's a fairly simple solution to this: the 'Add Price Book' … Continue reading Only using the standard price book? You can hide the option to ‘Add Price Book’!
Last week we looked at how you can identify unused reports....now that we've found them, what shall we do with them?! I'm going to show you how to mass delete them, but first, let's talk a bit about what you should do before wielding your mighty Admin powers. Users tend to get a bit upset … Continue reading Time saving tips: You can mass delete those unused reports…
I debated posting this time saving tip for fear of being laughed out of the Salesforce community...maybe this one is too obvious, maybe it's just me that missed it?! Then I read #WTHWednesday – The Accidentals’ Salesforce Fails (Take 1) and saw several face-palm scenarios I thought no one else experienced. So, if I missed this … Continue reading Time saving tips: There’s a search bar in the App Launcher 🤦♀️
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 📆
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!
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
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?
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?
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