Showing articles from Becci MG

Open a VisualForce page with a Button

June 24th, 2020

Sometimes you need to open more information or a custom report from a page layout.  Placing a button on the page is a great way to open a Visualforce page…


Creating a VisualForce Page

June 24th, 2020

VisualForce pages allow you to create new pages in your Organization.  They can be used to display data for reporting, pop-up windows, and custom user pages to name only a…


Salesforce Standard Controller

June 24th, 2020

When using Salesforce to retrieve information on pages and lists, a bunch of actions occur to make it happen.  This is done by built-in controllers behind the scenes.  When you…


5 Useful Account/Contact Management Formulas

May 25th, 2020

Below are examples of formulas that can be used as Formula Fields or in your processes.   These formulas can help you automatically populate fields to help manage your Accounts and…


Flat Rate and Rule-Based Commission Formulas

May 25th, 2020

Below are examples of formulas that can be used as Formula Fields or in your processes.   These formulas can be used on any Salesforce object that you want to calculate…


3 Useful Case Management Formulas

May 25th, 2020

Below are examples of formulas that can be used as Formula Fields or in your processes.   Although the examples are for Case Management they can be edited for use with…


Adding Lightning Notes and Files to the Page Layout

April 24th, 2020

After enabling Notes and configuring any feed tracking, you will want to add the related lists to your organization’s page layouts. First make a list of all areas you want…


Enabling Saleforce Lightning Notes and Files

April 24th, 2020

Salesforce Classic Notes & Attachments related list is replaced with Files for attachments and docs and Notes for general notes.  If you have not moved your Notes & Attachments records,…


Migrating Notes & Attachments to Lightning

April 24th, 2020

To help organization’s transition to Lightning Experience, Salesforce Labs introduced the Magic Mover for Notes and Attachments to Lightning Experience app that allows admins to Convert Attachments to Files and configure Notes.


Format Salesforce DateTime as Strings with formatted Time

March 24th, 2020

There are times when you want to format a DateTime field with a standard format for the Time.  For example:  3/25/20 13:30 as 3/25/20 at 1:30 pm.  This can be…