[et_pb_section admin_label=”section”] [et_pb_row admin_label=”row”] [et_pb_column type=”4_4″][et_pb_text admin_label=”Text”] Released on March 12, 2020, the Flow Datagrid Pack from Salesforce labs is the latest free tool to improve the form and function of your flows. The pack includes three styles of presentation which allows the users to select multiple records from. Datatable, think a related list or list view. Map, yep, you … Read More
Quick 7 & 14 Day Follow Up Reminders in Lightning
In Salesforce classic I’d often use JavaScript buttons to quickly schedule 7 or 14 day follow up tasks to make the job of scheduling reminders easier. However, with the advent of the Lightning Experience, we can no longer use JavaScript, so… Here’s how we can use actions to replace our handy JavaScript buttons. First, navigate to the Buttons, Links, and … Read More
Lightning Keyboard Shortcuts
There are lots of things to love about the Salesforce Lightning Experience, one that may be overlooked but can speed up your work are the keyboard shortcuts available. Here are the shortcuts available, I’ve highlighted my favorites that I use all day everyday.
How to keep just one (or a few) Accounts Private in Salesforce
Salesforce’s security model is pretty flexible, but it’ll take a little (but not too much) work if you want to set it up so all of your accounts are publicly available except for a few. First, create a new check box field called ‘Private’. If an account should be private then we’ll check this button. You may want to control … Read More
Why you should never click the ‘Log a Call’ button in Salesforce
This seems counter-intuitive, right? The CRM mantra is, “If it isn’t in Salesforce it didn’t happen.” Well, you should still log your calls in Salesforce, but instead of using the Log a Call button in the history related list, we should be using the Quick Action in Chatter. That is accessed from the Chatter Feed, then More and Log A … Read More
Add Embedded Google Maps on Leads, Accounts, and Contacts
Here’s how we can get a very nice looking Google map tied to the current Lead, Account, or Contact that you are currently viewing. First create a new Visualforce page (Setup > Develop > Page) for each of the types, here is the code for each: Leads: [html] <apex:page standardController="Lead"> <apex:pageBlock > <head> <script type="text/javascript" src="https://maps.google.com/maps/api/js?sensor=false"></script> <script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1/jquery.min.js"></script> … Read More