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
Every year I look forward to reading the results of the Mason Frank salary survey. It's far more than a salary survey though; it's a deep dive into the Salesforce ecosystem, exploring products, features, diversity, equality, benefits, certifications, and for the first time, the 2020 survey will explore employee well-being. The survey is most beneficial … Continue reading Have your say: Complete the annual Mason Frank salary survey now!
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!
I can't believe it's already the 1 year anniversary of The Everyday Admin! I set up the website on October 24th 2018 and published my very first post "An inaugural event and a debut speaker…InspireEast 2018" on October 26th 2018. I'd never set up a website before, never used WordPress, never written a blog post. … Continue reading It’s my birthday! The Everyday Admin turns 1…
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
“System Integration” - words so scary that most admins immediately start looking for developers, architects and/or anyone brave enough to provide guidance. I was no different when I started out as a junior admin/consultant. However, with time and experience, my outlook changed and I was able to breakdown an integration request into decision points that … Continue reading Admins – You Can Integrate Too
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 🌍
Flow: Send Custom Notification ActionSometimes the smallest new feature catches your eye, and you just want an excuse to use it. That was the situation I was in a few days ago when thinking about the new Custom Notification Builder. My work Org is still Classic (shhh!), but I hone my Lightning skills … Continue reading Summer 19′ new feature alert! Have you combined Flow & custom notifications yet?
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!