Get that “360 view” from any Salesforce object 🌍

The Problem: Here’s the problem with related lists: they're a list of records that are directly related to the record you are viewing. For example, when you look at a Contact record, you can see all of the Opportunities and Cases for that Contact at a glance.  But what happens when someone is viewing or … Continue reading Get that “360 view” from any Salesforce object 🌍

Summer 19′ new feature alert! Have you combined Flow & custom notifications yet?

Flow: Send Custom Notification ActionSometimes the smallest new feature catches your eye, and you just want an excuse to use it. That was the situation I was in a few days ago when thinking about the new Custom Notification Builder.       My work Org is still Classic (shhh!), but I hone my Lightning skills … Continue reading Summer 19′ new feature alert! Have you combined Flow & custom notifications yet?

Trailblazer Community Emails: Declutter & Take Back Control!

The Everyday Admin is pleased to present a joint effort from Paul Ginsberg and Chris Emmett on how you can declutter your inbox and gain control over your Trailblazer Community emails! Without further ado, on to the main event... The Problem: This week we are stepping away from the trendy kids, to talk about email. It’s … Continue reading Trailblazer Community Emails: Declutter & Take Back Control!

Time saving tips: Back to Classic…? (A Summer 19′ release highlight)

Personally, one of my favourite features in Lightning, is the ability to use tabs and components to display related lists. Not only does it make the related list more visible, it also shortens and simplifies the page layout when compared to Classic. However, I appreciate that transitioning to a new interface can be tough, and … Continue reading Time saving tips: Back to Classic…? (A Summer 19′ release highlight)

Time saving tips: Keep calm and switch (a Summer 19′ release highlight)

What does Will Smith have to do with the Salesforce Summer 19' release? Well nothing really; I just wondered how many other people think of his 2005 hit song when they hear the word "switch"??? Just me? Better get on with the time saving tip then. As of the Summer 19' release, you can now … Continue reading Time saving tips: Keep calm and switch (a Summer 19′ release highlight)

Only using the standard price book? You can hide the option to ‘Add Price Book’!

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’!

It’s time to start letting go…how to hide the Classic report builder

A few weeks ago I realised it was time to hide the Classic report builder. For what I need in my current role, I can happily use the Lightning report builder and not feel that I'm missing any functionality. If I don't need the Classic report builder anymore then my users definitely don't! You might … Continue reading It’s time to start letting go…how to hide the Classic report builder

Dashboard date filters: the best feature you’re not using yet…

Whenever I get a request for a new dashboard I try to use dashboard filters where possible instead of over-filtering the underlying reports. The reason? It's easier to re-use or clone the reports and dashboard in future. I love dashboard filters and very often find myself filtering on picklists like Opportunity Stage or Account Type. … Continue reading Dashboard date filters: the best feature you’re not using yet…

Time saving tips: You can mass delete those unused reports…

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…

Identify unused reports by creating a ‘report on reports’

The problem: "Can't see the wood for the trees". That's a favourite saying of mine. Reports in Salesforce are a great example of this; how often have you looked for a specific report but there were so many you couldn't find it? I'm sure you're a lovely Admin and you've trained your users to create … Continue reading Identify unused reports by creating a ‘report on reports’