So continuing on our earlier conversation about the Sales Console, I wanted to dig a bit deeper into how we adjust the layouts within the sales console. You’ve essentially got three columns, one is a compact layout (the highlight panel), one is an activity layout (where the details exist as well), and one is the related items. We’re going to adjust that left most column which is the compact layout. Read More
So recently had a situation where the users will repeatedly add new events for other users in Salesforce. Used to be easy to reassign events when on the new screen in classic, but how great is it that it’s missing in Lightning (trust me, it’s not there). It’s not that bad actually, just got to create a new “New Event” action and remove the old. Read More
So my default home page has “today’s events” but I really need my tasks on there too. Thing is, I have default start page (probably from a tip 2 years ago) that I’ve been using. Worked perfectly in classic, but not so much in lightning. So, let’s change things a bit… Read More
So a custom app is in short the ability to create a series of standard tabs for your team, standard pages, etc. I’ve done this before in classic but as it turns out you can only do so much for apps built in classic edition and then transformed into lightning. So, we’ll start from scratch and build another one in Lightning. Read More
So I showed you a month or two back how to do the quicklinks pane in a lightning form (a true must as I LOVED the related list hover in classic). Without this piece, I never even found Lightning useful (I’m a bit old school). In any case, after you add that little gem, you may want to change the order or remove related items from the list. The good news is that this is DOABLE PER USER!
As I’ve stated numerous times, I’m trying harder and harder to use Lightning, kind of going back and forth between it over the past few months. One thing that I found recently though is the “Sales Console” which is truly useful when I want to multi-task across records, copy between objects, etc.
So I spent a good amount of time on this one, hoping to figure out more and more but I have the feeling I’m only touching the tip of the iceberg. I’ve been wanting to show pieces of page layouts in certain sections, like a card – still not there. However, I did get some good tips and instruction on “alerts” for our users using rich text components and filtering those components.
So while exploring the release notes for Winter ’18, found something on keyboard shortcuts that could be very helpful. Here’s the list of shortcuts:
https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_keyboard_shortcuts.htm?edition=&impact=
Originally this was intended for the console only (more on that next month when I dig into it), but you can use it on standard apps or new apps created in Lightning Edition (my custom apps were built in Classic so they don’t work).
Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages. What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately. I’m sure there might be an easier way (I welcome the comments to help out) but for now, here goes….
One thing that I couldn’t figure out for a while was how to get Salesforce.com’s patented hover on the related list in lightning edition. To be frank, that was one thing that I always wanted and liked in Classic, hence my slow movement to lightning. It’s actually not too hard, but you have to do it on every object form which is the downside.
