Helping you see Salesforce in Black and White, without getting in a flap!
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
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 »