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.). Read More
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
Scheduled Events can display up to 4 fields on the Calendar. Sometimes this is not enough to truly identify the event without opening it for more information. If you have customized your Event records you may have Types and Sub Types or track location. Read More
Sometimes you need to open more information or a custom report from a page layout. Placing a button on the page is a great way to open a Visualforce page with information about the open record. Read More
VisualForce pages allow you to create new pages in your Organization. They can be used to display data for reporting, pop-up windows, and custom user pages to name only a few. These steps are to get you started and familiar with the basics of how visualforce pages work. Read More
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
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can help you automatically populate fields to help manage your Accounts and Contacts Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. These formulas can be used on any Salesforce object that you want to calculate a commission (e.g., Cases, Opportunities, etc). Read More
Below are examples of formulas that can be used as Formula Fields or in your processes. Although the examples are for Case Management they can be edited for use with other objects and processes. Read More
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.
