🚩Warning! Unhappy customer ahead…🚩

The problem Let's start with a little story... Winn Ing - EMEA Sales Team Member "In the past 12 months I sold some widgets to ABC Technology. The sale went well and I'm pretty sure they like me 😃 I venture that I could probably sell them some more widgets. I get on the phone, … Continue reading 🚩Warning! Unhappy customer ahead…🚩

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!

Time saving tips: Back to the future…wait, I mean Classic, to discover the power of the ‘Sharing’ button

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

Time saving tips: Did you miss the memo about streamlining lead conversion without opportunities?

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?

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: 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?