Summer ’21: What/When is it and What should I do to prepare?

The Salesforce Summer ’21 Release is nearly here! In this post, we shall cover what Summer ’21 is, when it is and some recommendations on what you should do ahead of the Release.  NOTE: Summer ’21 is currently in preview. This means this is still subject to ‘safe habor’ and change.  Table of Contents What is Summer

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How to customise the Salesforce Help Menu

Customising the Salesforce Help Menu is a simple way to help user adoption. In this post, we shall look at why you would customise the Salesforce Help Menu.  NOTE: This is only available in Lightning Experience Table of Contents Why Customise the Help Menu? No two businesses are the same. Odds are your Salesforce system

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Einstein Lead Scoring: AI Predictive Scoring

Effective Lead Management is essential for a healthy sales pipeline. Prioritisation is key. The end goal is to work with the best leads, so they become happy customers (and businesses gain a return on investment).  This post overviews Einstein Lead Scoring within Salesforce Lightning Experience.  Screenshot of Einstein Lead Scoring Table of Contents Background If

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Lightning Apps and the App Manager

In a previous post, we covered Dynamic Forms. In this #LightningFlap, we explore the capabilities of Lightning Apps and the App Manager.  Table of Contents What is an App?​ An App in Salesforce is a collection of Tabs grouped together. Each Tab provides access to different areas of the system (e.g. Accounts, Contacts, Reports, Dashboards, etc).

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Spring’ 21 Summary: Favourite Updates

It feels like 5 minutes since Winter ’21 and now we’re talking about Spring ’21! On the 18th of December, Salesforce released the Preview of the Release Notes. The following summarises some of the features which grabbed my attention. This is not exhaustive. Equally, this is based on a ‘Preview’; features are still subject to change.

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Winter ’21: Dynamic Forms in Lightning Experience

It is time for another #LightningFlap! In our last post, we looked at Activity Timelines and how they help show Tasks/Events in a single view. Click here to check that out. Before our deep-dive on Lightning Record Pages, we shall take a slight detour! Winter ’21 is coming and there is plenty to get excited

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