How To

Highlight Open Cases on the Contact Record [Lightning Experience]

This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]

Salesforce Events

LightningNow Tour – Signup If It’s Coming To a City Near You

I recently attended a packed room at the Lightning Now Tour as it did a return visit to Boston. I missed the first Boston tour date as I was in Atlanta for Southeast Dreamin’. I know it’s difficult to carve out two days from your work schedule to attend a two day workshop, but this… Continue reading LightningNow Tour – Signup If It’s Coming To a City Near You

How To

Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

Salesforce Events

My Dreamforce ’17 Sessions

(Work)Flows, Processes, Triggers & More…How to See the Forest for the Trees I am excited to be a second time speaker at Dreamforce ’17 in November. I will be presenting an Admin theater and a breakout session. Here are my two sessions. Remember last year’s session, MVP Process Automation Showdown? That’s ok if you don’t.… Continue reading My Dreamforce ’17 Sessions

Salesforce Events

Winter ’18 Salesforce Classic Only Highlights

The list of Winter ’18 below only apply to Salesforce Classic. There are additional Winter ’18 features available to Lightning Experience only and to both Lightning and Salesforce Classic. Visit the Winter ’18 Release Highlights post. 1. Cloud Scheduler is now retired. 2. Run the Lightning Experience Visualforce Report directly from your Lightning Readiness Report PDF to identify changes needed… Continue reading Winter ’18 Salesforce Classic Only Highlights

Salesforce Release

Winter ’18 Salesforce Lightning Experience Only Highlights

The list of Winter ’18 features below only apply to the Salesforce Lightning Experience. There are additional Winter ’18 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Winter ’18 Release Highlights post. 1. New UI look. If you don’t like the color contrast, you have the ability to hide the theme in… Continue reading Winter ’18 Salesforce Lightning Experience Only Highlights