Salesforce 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

Adding Lightning Notes and Files to the Page Layout

By CRM, Salesforce CRM No Comments

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 users to have the ability to add, edit, and view Notes and/or upload Files.  For example you may want to utilize Notes and Files on Accounts, Opportunities, and Orders but nothing else.  From the page layout in Object Manager, you can configure the visibility and location.  If you use more than one layout (e.g., with different record types), be sure to make the changes to every layout you want Notes and Files accessible.

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