Lightning

Posts relating to Salesforce Lightning

Spring ' 23 Release Summary Title Page

Spring ’23 Preview Release Summary

The Spring ’23 Preview Release Notes are now available. As usual, there are many new features! Here are some of my favourites.  NOTE: Features are subject to change. Console: Performance Optimisation Limit the Maximum Number of Loaded Lightning Console Tabs in a Session: Cap the maximum tabs which load automatically. The least recently used tabs which …

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Einstein Search – What is it and How do I use it?

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 …

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Summer ’21: In-App Guidance: Targeted Prompts and Walkthroughs

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 …

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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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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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