Helping you see Salesforce in Black and White, without getting in a flap!
It is time for a #LightningFlap! In an earlier post, I said how Account Hierarchies are better in Lightning Experience. I am now going to explore the following: What is an Account Hierarchy? How do I use it? What can Account Hierarchies not do? Lightning Experience vs Classic Bonus tips Summary What is an Account …
It is time for another #LightningFlap! In an earlier post, I outlined how useful List Views are in Salesforce Lightning Experience. In this post, I cover: What is a List View? How are they helpful? Lightning vs Classic Deep dive: List Navigation & Usage Conclusion The theme throughout will be how List Views in Lightning …
In my last post (#LightningFlap!) I named my favourite Sales Cloud features in Lightning Experience. The first being Path. Here, I outline its benefits, setup and how Path can help your Salesforce org! NOTE: Lightning Experience Only Path is only in Lightning Experience. If you’re using Classic please read-on to see why Salesforce is #BetterInLightning! …
Path: Set up Path in Salesforce Lightning Experience Read More »
Sales Cloud has awesome features for you to use in your org. Preparing for my Salesforce Sales Cloud Consultant exam has made me reflect on these. As a result, I’ve highlighted favourite Lightning Sales Cloud features. Additionally, I will outline how these are setup and used in subsequent posts. Path Ever found yourself wanting to …
Lightning: Helpful Lightning Experience Features for Sales Cloud Read More »
When I first investigated rolling-out Lightning, numerous things came to mind. What benefits does Salesforce Lightning bring over Classic? How do I communicate these and roll it out across the business? How do I prepare users for the change and address any concerns? How do I monitor rollout? Certainly, more than enough topics to write …
The Lightning Usage App & the Power of Insight: Who, What, When and Why Read More »
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). …