Category

CRM

Adding Object Notes to the Highlights Panel

By CRM, Salesforce CRM No Comments

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 you can only add 5 fields plus the record name (e.g., Account, Contact, etc.).  There is also a limitation that Text Area fields cannot be used to display in the panel nor can they be used in a formula. Read More

Salesforce Standard Controller

By CRM, Salesforce CRM No Comments

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 open a record in Accounts View, the standard Account controller provides the data/functionality to the page which then formats it into what you see.  A controller can contain the logic to be executed when a button is clicked. Read More