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
Tag: Tricks
How can I improve my Einstein Opportunity Score?
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?
Have you heard the news? Major changes to Salesforce certification maintenance…
In hindsight that heading was a bit dramatic...but now I have your attention, have you heard your Salesforce certification maintenance will now only be required once per year?! As of the 15th April 2020, certifications that previously required three maintenance exams per year will only require one. When your certification maintenance is required will depend … Continue reading Have you heard the news? Major changes to Salesforce certification maintenance…
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
Automatic Updates on the Report Preview – On or Off?
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?
From Admin To Consultant: How To Develop Salesforce Consultancy Skills
What does it really mean to move from being an Admin to a Consultant and what things do you need to think about when implementing a CRM? This week's guest post comes from Golden Hoodie winner Heather Black. Founder of Salesforce training company Supermums.org, Heather talks us through how she sees the change of mindset … Continue reading From Admin To Consultant: How To Develop Salesforce Consultancy Skills
Heading to Salesforce World Tour? Find and follow Trailblazers using Twitter QR codes!
In my last post about using LinkedIn QR codes, I finished with a question: "Does anyone know if something like this exists for Twitter?!" As anticipated, the amazing community came through, so many thanks to Tomasz Lipski for confirming that this does exist! The Salesforce community is mad about Twitter and it's our main social … Continue reading Heading to Salesforce World Tour? Find and follow Trailblazers using Twitter QR codes!
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
Admins – You Can Integrate Too
“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
Get that “360 view” from any Salesforce object 🌍
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 🌍
The Everyday Admin 