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?
Tag: User Experience
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?
Why you MUST make users subscribe to reports for themselves and stop subscribing on their behalf.
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.
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
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 🌍
Back to Classic: Full View is now GA!
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!
Time saving tips: Keep calm and switch (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)
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’!
It’s time to start letting go…how to hide the Classic report builder
A few weeks ago I realised it was time to hide the Classic report builder. For what I need in my current role, I can happily use the Lightning report builder and not feel that I'm missing any functionality. If I don't need the Classic report builder anymore then my users definitely don't! You might … Continue reading It’s time to start letting go…how to hide the Classic report builder
Time saving tips: There’s a search bar in the App Launcher 🤦♀️
I debated posting this time saving tip for fear of being laughed out of the Salesforce community...maybe this one is too obvious, maybe it's just me that missed it?! Then I read #WTHWednesday – The Accidentals’ Salesforce Fails (Take 1) and saw several face-palm scenarios I thought no one else experienced. So, if I missed this … Continue reading Time saving tips: There’s a search bar in the App Launcher 🤦♀️