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