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Posts relating to Salesforce Lightning
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 »
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). …
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. …
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 …
Winter ’21: Dynamic Forms in Lightning Experience Read More »
It’s time for a #LightningFlap ! In our last post, we covered Account Hierarchies. Lets now look at Activity Timelines. We shall cover: What is an Activity Timeline? How do I use it? Can I turn Activity Timeline off? Summary What is an Activity Timeline? Salesforce provides the tools to give us a 360-degree view …