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’!

Create A Data Quality Progress Bar 🔋

The problem:  In my last post I discussed the importance of identifying your data quality so you can plan how to tackle it. After reading that post someone asked me if I could combine my data quality score with a declarative progress bar instead of stars. The answer is YES and I'd love to show … Continue reading Create A Data Quality Progress Bar 🔋

Lead Scoring by Data Quality ⭐⭐⭐⭐

The problem: Bad data plagues us all. In all seriousness, if you don't have bad data then we need to talk so you can tell me your secrets... Poor data quality has many consequences, here are just a few: ❌ Poor user adoption ❌ Lack of executive buy in ❌ Unreliable reports and dashboards ❌ Slower on-boarding of … Continue reading Lead Scoring by Data Quality ⭐⭐⭐⭐

🚩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: 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