Any time you need to delete a field or workflow, you’ll want to check for dependencies and make the necessary changes to remove those dependencies. Check out this post from 2018 to learn how to “show dependencies” for a field or workflow. To show dependencies for a workflow, open the workflow and select “Show Dependencies” at the top of the window.
If you are starting to use Flows, this is an important (and quick) tip! If you use an automated flow with Dynamics and set the trigger to “when a record is created” or “when a record is updated”, you MUST first enable Change Tracking for the entity that will be triggering the Flow. Without this, when you attempt to run or test the flow, it will fail.
Did you know that you can add a wait condition to a workflow? This can be particularly helpful if the workflow is complex. Sometimes the system can get ahead of itself and cause workflows to fail if too many actions are being performed too quickly. For example, if a record needs to be created, then populated to a lookup field (if you created a contact record then updated a lookup on the Opportunity with that new contact, all in a single workflow), you’ll want to use this tip!
Did you know that you can automatically size columns and rows in Excel in a few seconds? You just need to know where to click. This is one of my absolute favorite tips!
OneNote allows you to easily insert a PDF printout of another document onto a page, which you can then markup or reference as needed. This is great for keeping notes during meetings or marking up documents for formatting changes. Please note that these instructions were tested with OneNote, the Windows 10 App, not OneNote 2016.
Microsoft recently added a feature to Teams allowing you to post a single announcement or message to multiple channels. This will be a great way to snag people’s attention (imagine using this + the announcement or ‘mark important’ features) and post important messages across a channel without needing to copy and paste the message multiple times. Read more
After transitioning to Lightning, you may find related list information in two places; on a tab and on the right hand side bar. This isn’t very efficient and may be confusing to users. Read more
After transitioning to Lightning, the default tab on page layouts is Activity and tabs for objects you don’t use may be added. Most users use the Details tab for the majority of the time and want Activities to be seen alongside of them. Read more
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information. Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more
Don’t forget this handy tab. The information contained here is automatically populated by the GoldMine Calendar. This is a great place to see a quick overview of what has been done with a contact and when. These fields can be used in dashboard, reports, and other tabs. Read more