Big Deal Alerts aren't just something you need to know about to pass the Admin exam...they provide an easy automation option to alert key users about important deals ensuring nothing gets missed!
Salesforce list views are a powerful reporting tool for you and your users. Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice. At first glance, list views in Lightning are … Continue reading Your Complete Guide to Salesforce List Views in Lightning
One of my favorite new features from the Spring '20 release was the ability to attach files to report subscriptions: Source: Attach Formatted Spreadsheets to Report Subscriptions (Beta) This new feature provided a much better way to receive report results and I was excited to share it with my users. Tip: It is currently in … Continue reading Check your settings: “Attach Files to Report Subscriptions” was switched off!
If you've not set up Einstein Opportunity Scoring yet what are you waiting for?! I was sent a link to a super new video explaining the who, what and why of Einstein Opportunity Scoring which I'm sharing with permission from Salesforce. Link: https://salesforce.vidyard.com/watch/r9X3fAT2Z5wRxJQ4p2cytc You can also read all about this fantastic free new feature on … Continue reading Unsure if Einstein Opportunity Scoring is for you? Check out this new video!
First things first, to understand what Einstein Opportunity Scoring is and to find out if you're eligible, check out this post on Salesforce Ben: What Is Salesforce Einstein Opportunity Scoring? Overview & Deep Dive Tutorial Read it? Great stuff, let's move on. I am loving Einstein Opportunity Scoring and the reception from my users has … Continue reading How can I improve my Einstein Opportunity Score?
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
Sometimes I realise I'm really no different to my users - I hate change! Let me be more specific, I hate change I don't control, or that takes my by surprise. This can make release time a bit stressful. As well as large enhancements that get a lot of publicity, Salesforce include a lot of … Continue reading Automatic Updates on the Report Preview – On or Off?
I went to subscribe to a report this week and couldn't; I'd reached the maximum limit for report subscriptions! How, I asked myself, was this possible? I hardly ever subscribe to reports...I can't have reached the limit (which is 5 FYI). First things first, how do you find out which reports you are subscribed to? … Continue reading Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.
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
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 🌍