Contact preferences your users can’t ignore!

The problem GDPR + users that don't check contact preferences, does not a happy prospect make (and could have some pretty serious consequences). Salesforce natively provide us with the standard fields 'Do Not Call' and 'Email Opt Out' but if your org is anything like mine, these fields tend to end up at the bottom … Continue reading Contact preferences your users can’t ignore!

Highlight your VIP customers based on SLA

The problem When a customer gets in touch with an issue, the first thing your service department do is view the account record to check the SLA. The SLA information is right down the bottom of the page so users are asking for a quicker way to identify VIP customers, in this case, those with … Continue reading Highlight your VIP customers based on SLA

Tabs, glorious tabs!

The problem Recently, there has been a lot of interest in Salesforce from your senior management team. This is great news; executive buy-in can be a fantastic catalyst for increased user activity and adoption! The downside is they've also realised the power of having data at their fingertips and they want to record lots more … Continue reading Tabs, glorious tabs!

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!

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…

Create a Declarative Progress Bar

  Use Case: Alastair Hill works as a Salesforce System Administrator at Universal Containers and has been asked to provide a visual progress bar to enable users to see, at a glance, the status of support tasks' completeness. These bars need to be presented on record pages, list views and reports and should represent, graphically, … Continue reading Create a Declarative Progress Bar

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