Showing articles from Becci MG

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 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 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…

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…

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…

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 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)…

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,…

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,…

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…