How Admins Can Mass Move Reports and Dashboards

Spoiler alert: we're heading back to Classic to mass move reports and dashboards using drag and drop functionality. Do I really want to be encouraging you back to Classic as an advocate and champion for Lightning?! Not really, but needs must. Last week I needed to move some reports and dashboards fast and I'd forgotten … Continue reading How Admins Can Mass Move Reports and Dashboards

Back to Classic part 2: Activities Related Lists View

Activities Related Lists - another feature to please the Classic diehards among us...(check out my post on Lightning "full view" here if you're interested in turning Lightning into Classic 2.0). In the Summer '19 release, we were granted the ability to select the default Activity view, choosing from the Lightning only expandable activity timeline or … Continue reading Back to Classic part 2: Activities Related Lists View

Back to Classic: Full View is now GA!

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 Back to Classic: Full View is now GA!

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)

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

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