We’ve covered conditional formatting a few times before, but I used conditional formatting in a new-to-me way this month and wanted to share. I was assigning dates to tasks for a project and realized that it would help me if I could at-a-glance determine how soon tasks were due. Behold, conditional formatting! Keep reading to see how I solved my problem. By the way – to look at those older posts, check out the links below:
A few years ago, I wrote a post about creating personal dashboards. We’ve had some dashboard-related questions pop up recently and I wanted to bring that post back as a refresher. In the link below, you’ll find instructions to create a personal dashboard, copy (save as) an existing dashboard, and edit an existing dashboard. There’s also a link in that post that provides instructions for resizing dashboard elements. Dashboards are a feature in Dynamics that should be used more frequently and can save quite a few clicks – I encourage you to try it out!
For even more information about dashboards, check out this page from Microsoft.
This month, we’re throwing it back to an oldie-but-goodie – setting the theme in Dynamics. This is something we strongly recommend updating in your Production or Sandbox environment to further differentiate the two and help prevent accidental changes in the incorrect environment. If you’re using an out-of-the-box app such as the Sales Hub, check out these instructions from Microsoft to update the theme. For instructions to update the theme of a custom app (eg. NOT “Sales Hub” or “Customer Service Hub”, but a custom app), follow the link here.
Zoho CRM data sharing rules keep improving! This is the third time we are writing about these this year since Zoho keeps enhancing them. Read here to learn more about data sharing rules and here to learn about some updates made earlier this year. Read More
A Salesforce picklist field is a great way of keeping data consistent. By allowing only specific values; reports and processes run smoothly. You can be even more consistent by setting a default value that will pre-populate the field on the screen. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More
There are many things you can do with Salesforce profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read More