Helping you see Salesforce in Black and White, without getting in a flap!
Ever wanted a piece of functionality in Salesforce, which isn’t available yet? Wish it was part of the core platform? That’s where the IdeaExchange comes in! In this post, I’ll take a quick look at the IdeaExchange, Prioritisation, how to spend your coins and where to go to learn more. Table of Contents What’s the IdeaExchange & …
September 21 IdeaExchange Prioritisation – Don’t lose your Coins! Read More »
It’s nearly time for the last Salesforce Release of 2021! It has come around quickly. Let’s take a look at some of the best bits of Winter ’22! NOTE: At the time of writing, the Winter ’22 Release Notes are in Preview. Details are subject to change. Table of Contents Analytics Enhancements Report Run Page: Inline …
Einstein Search It’s time for another #LightningFlap! In this post, we’ll cover Einstein Search. This is Generally Available in Summer ’21. We’ll show what Einstein Search is, how to set it up and use it. Let’s get started! Table of Contents What is Einstein Search? First introduced in Winter ’20, Einstein Search is the next-generation of …
Einstein Search – What is it and How do I use it? Read More »
In-App Guidance has been enhanced further in the Summer ’21 Release. This follows other updates in Spring ’21. Table of Contents In-App Guidance: Targeted Prompts In-App Guidance allows us to create targeted prompts for users. This has many use cases. For example, helping adoption and signposting changes. As of Summer ’21, the types of Prompts supported …
Summer ’21: In-App Guidance: Targeted Prompts and Walkthroughs Read More »
Welcome back to this mini-series on Salesforce Certifications! In the last post we covered the reasons and benefits for passing certifications. Here, we will look at some of the key resources to help you. We will also give you some tips to help you prepare for your certifications. Salesforce Certified Professional Logo Table of Contents …
Salesforce Certifications: How to Prepare and Study for them Read More »
Each year, Salesforce’s products expand. The number of certifications also increases. With so many certifications (~40) to choose from, the options can seem bewildering! Recently, a friend of mine, Adam Lawrence and I discussed certifications. This covered two themes: Why study them and are they worth it? What resources are available? This post looks at …
Salesforce Certifications: Why study them and are they worth it? Read More »
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 …
Summer ’21: What/When is it and What should I do to prepare? Read More »
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 …
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 …
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). …