Showing articles from Becci MG

Salesforce Formula Operators and Functions

October 19th, 2020

Salesforce formulas derive their value from other fields, expressions, or values.   They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation…


Salesforce Formula Informational Functions

October 19th, 2020

Salesforce formulas derive their value from other fields, expressions, or values.   They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation…


Salesforce Formula Date and Time Functions

October 19th, 2020

Salesforce formulas derive their value from other fields, expressions, or values.   They can be used in a number of contexts, including custom fields for auto-calculating values, criteria for data validation…


Automate Tasks based on Another Task with Workflow Rules

September 27th, 2020

One way to automate your business processes is with Workflow Rules.  If you schedule tasks after another task is completed or scheduled, rules are the way to go!  Workflows let…


Automate Tasks based on a Field Value with Workflow Rules

September 27th, 2020

One way to automate your business processes is with Workflow Rules.  If you schedule tasks from field data updates, rules are the way to go!  Workflows let you trigger on…


Send Email Templates based on a Field Value with Workflow Rules

September 27th, 2020

One way to automate your business processes is with Workflow Rules.  If you send Email Templates from field data updates, rules are the way to go!  Workflows let you trigger…


Salesforce LookUp fields

August 20th, 2020

Salesforce provides several different kinds of field types.  LookUp types are one of them.  When creating a lookup field you are essentially relating the field to another object (e.g, table)…


Salesforce LookUp Fields Based on Another Field’s Value

August 20th, 2020

When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values.  They can be used to lookup a value on related lists,…


Salesforce LookUp fields with a Filter

August 20th, 2020

When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values.  They can be used to lookup a value on related lists,…


Use Salesforce Formula Fields to Display more data in the Highlights Panel

July 26th, 2020

The Highlights Panel in Salesforce Lightning is a great way to quickly see useful information about the record without having to dig deeper.  There are limitations to the panel as…