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?
The Everyday Admin is pleased to present a joint effort from Paul Ginsberg and Chris Emmett on how you can declutter your inbox and gain control over your Trailblazer Community emails! Without further ado, on to the main event... The Problem: This week we are stepping away from the trendy kids, to talk about email. It’s … Continue reading Trailblazer Community Emails: Declutter & Take Back Control!
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 Time saving tips: Back to Classic…? (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)