How To

Create a Person Account For New Email-to-Case

This blog post was inspired by Randi Thompson. Here’s to you, Randi! Here are a few lessons learned from implementing this use case: Learn how to invoke flow from process builder. Use custom labels to avoid hardcoding Salesforce record type Ids in flow. Provide descriptions, where provided, in Salesforce. This may be tedious step, I… Continue reading Create a Person Account For New Email-to-Case

Salesforce Release

Summer ’17 Release Highlights

Summer is my favorite season. I think of very warm weather, hanging out by the pool, enjoying the outdoors and vacationing. Please take me there now. As I write this blog post, it is still in the 50s, rainy and dreary. Are you all caught up on the 540 (gasp!) pages of Summer ’17 release notes?… Continue reading Summer ’17 Release Highlights

Salesforce Release

Summer ’17 Salesforce Mobile Highlights

The list of Summer ’17 features below only apply to the Salesforce mobile experience. There are additional Summer ’17 features available to Lightnin Experience only and Salesforce Classic only and both Lightning Experience and Salesforce Classic. Visit the  Summer ’17 Release Highlights post. Everything new in SF1 Rich Text Editors Reenabled for LockerService. Previously, when LockerService was activated… Continue reading Summer ’17 Salesforce Mobile Highlights

Salesforce Release

Other Summer ’17 Highlights

Here are a list of other Summer ’17 features below. There are additional Summer ’17 features available to Lightning Experience only and Salesforce Classic, Lightning Experience only, Salesforce Classic only or Mobile. Visit the  Summer ’17 Release Highlights post. Salesforce Einstein Features Community Enhancements: Critical Update Activation: LockerService in Communities LockerService is enforced for all Lightning components created in… Continue reading Other Summer ’17 Highlights

Salesforce Release

Summer ’17 Salesforce Classic & Lightning Experience Highlights

The list of Summer ’17 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Summer ’17 features available to Lightning Experience only and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1.Remove the ability for users to switch back to Classic. By enabling the “Hide Option to Switch to Salesforce Classic” on… Continue reading Summer ’17 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Summer ’17 Salesforce Classic Only Highlights

The list of Summer ’17 below only apply to Salesforce Classic. There are additional Summer ’17 features available to Lightning Experience only and to both Lightning and Salesforce Classic. Visit the Summer ’17 Release Highlights post. 1.Lightning Experience Migration Assistant. Who can miss this section in Classic setup? The assistant tool provides links to “Learn” about LEX,… Continue reading Summer ’17 Salesforce Classic Only Highlights

Salesforce Release

Summer ’17 Salesforce Lightning Experience Only Highlights

The list of Summer ’17 features below only apply to the Salesforce Lightning Experience. There are additional Summer ’17 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1. Search Enhancement: Find the right opportunity by searching for opportunity name plus the account name. 2. Success message from… Continue reading Summer ’17 Salesforce Lightning Experience Only Highlights