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
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 🌍
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)
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’!
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
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…🚩
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!
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
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!
Last week I answered a question on the community about automatic opportunity creation upon lead convert, more specifically, how to avoid the creation of opportunities on lead convert. The solution was simple (more on that in a minute) but it got me thinking, how many more users missed the memo about enhancements to lead conversion … Continue reading Time saving tips: Did you miss the memo about streamlining lead conversion without opportunities?