Showing articles from Becci MG

Open Classic Single Mail Merge from Lightning

December 27th, 2020

While you can switch to Classis Salesforce and use the Mail Merge functionality from there, you can easily add a custom button to the Account or Contact object layout to…


Open Visual Force Page in Microsoft Word

December 27th, 2020

Having a visual force page open in Microsoft Word can come in handy for mass mail merges, labels, and templates.


Open Visual Force Page in Microsoft Excel

December 27th, 2020

Having a visual force page open in Microsoft Excel can come in handy for exports, reports, and merges.


Get a list of Public Groups in Your Organizations

November 22nd, 2020

The Group object cannot be reported on.  You can view and edit the lists from Setup but you can pull a list in Salesforce Developer Console that will include the…


Sharing List Views with Public Groups

November 22nd, 2020

Making list views available based on need helps ensure users have the information they need without having to search through many that may not pertain to them.


Create Salesforce Public Groups

November 22nd, 2020

Creating groups of users can be beneficial in many ways.  They assist when sharing access and synchronization of records.  Public groups are created by the Salesforce administrator but any user…


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…