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Salesforce.com – Changing Themes in SF

So to add a little flare to Salesforce.com’s lightning edition, they’ve added in Themes which can alter the look and feel of your company’s user experience.  In this post, we’ll just explore it a bit and what they look like (the out of the box themes).  Next tip I’ll actually go into the customization and creation of your own theme…. Read more

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Salesforce.com – Creating custom themes

So, continuing on with themes, I wanted to go a bit into the custom theme if I could, working with custom colors, images, etc.  Lightly as I’m not really a graphic designer, but I’m sure there’s a lot you could do with corporate logos, color schemes, etc. to match your company’s look. Read more

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Salesforce.com – Tracking Your Lightning Change Over

So honestly, just discovered this the other day while moving around the app area of lightning.  How new is it?  Couldn’t tell you but I think there’s a very useful app called the “Lightning Usage App” which helps companies track how many people are using it, how many are not and it can even tell you what needs to be changed to effectively use lightning. Read more

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Salesforce.com – Fun with charts

Catch your eye with that title?  Well, we’ll try our best here and see what we can do with charts in lightning.  Reason I picked this one was solely because while I was creating a chart last month, I noticed that there’s a setup area now with charts that allows you to do a lot more with lightning charts.   Read more

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Salesforce.com – Using rich text component for URL’s

We’ve already used conditional rich text boxes, showing certain alerts depending on products.  However, when working with a client this week, they are using Rich Text to replace the old classic “links” box that was always there on the left.  Only issue here is that we have create the rich text component on every page if you want it to always show, but there’s also some flexibility in that (maybe you only want it on the home page and not the account pages like it always showed up before — good and bad I guess).

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Salesforce.com – Email blasts in Lightning Edition

Used to do these all the time in Classic, have even done a few tips on these.  However, in Lightning it’s very different in that they refer to it as a “list email” which you then have an option of an ad-hoc email or a template email.  I’ve yet to do a huge blast but from what I’ve done I gotta say it’s a bit easier than it used to be.

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Salesforce.com – Report Charts in Lightning

Working with my home page, I wanted to add in some charts to make it a bit fancier.  We’ve discussed lists (views) and hiding things on the home page but not how to do charts.  Here, we’ll do a chart or two but also discuss the issue of reports created in classic (it’s easy, but has to be noted). Read more

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Salesforce.com – Lightning for Gmail

We actually have Gmail as our email server backend here at The Marks Group, so I’m going to show how to connect my Gmail (in Chrome) to Salesforce, allowing me to link messages if need be.  Most users will stumble on to this if they have Exchange or Office 365 (hosted Exchange), but I don’t so have to go this route.   Read more

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Salesforce.com – Editing Page Layouts in Sales Console

So continuing on our earlier conversation about the Sales Console, I wanted to dig a bit deeper into how we adjust the layouts within the sales console.  You’ve essentially got three columns, one is a compact layout (the highlight panel), one is an activity layout (where the details exist as well), and one is the related items.  We’re going to adjust that left most column which is the compact layout. Read more