As more and more organizations transition to the new user interface, you might find that some options for custom portals that were previously found in the Contact entity menu are missing or throwing errors. If you need to fix or add the “Change Password” or “Create Invitation” menu buttons, keep reading for a simple fix. Read more
Salesforce provide many ways to customize how your users interact with data, screens, dashboard, etc. You may have organization wide profile/permissions configured but still have a need to limit functionality. In this case, validation rules will allow you to set criteria when users perform an action on an object. Read more
If your organization imports records on a regular basis or if you are doing a one off data migration/import, it can be helpful to have the ability to map users to Salesforce Audit fields. These fields include owner and createby and can contain historical data that you want to keep. For example when migrating Leads, you can set the owner to the Sales Rep’s userid so the default “My<object>” lists immediately populate. You can also set the createdby field for imports to be the Sales Rep’s if they are not the ones doing the import. Read more
There are many things you can do with Profiles. When you give users a profile you can customize what they see and can do in Salesforce. Profiles can be used for groups of users such as Admins, Sales Reps, Operations, etc. A profile can also be created and assigned to each user for even further customizations. Read more
As I use the new PowerApps designer more and more, I’m finding small touches here and there that really enhance the customization process (especially with larger-scale tasks). One of these minor-but-nice features is that you can easily tell what fields have been modified and created during your current session. By current session, I mean after you begin editing or creating fields, but before you hit “Save entity”. Read more
The new PowerApps Designer has a completely different look and feel from the old solution window. One of the improved areas is entity navigation. While the old solution window did have a few View options to choose from (Customizable, Custom, All), I rarely used this for navigation and preferred to just scroll to the entity I needed. In the new PowerApps designer, however, I find the filters to be very helpful and use them frequently! Read more
Previously, I wrote a blog post on creating a “Top Opportunities” system chart, but you need to be an Administrator to follow those exact instructions. Below, you’ll find quick instructions to create a personal chart. The chart editor has not changed much (yet), so you can follow the instructions linked above to create the example “Top Opportunities” chart–even if you’re not an administrator.
There are a number of reasons why you’d want to be able to compare time zones at a glance–maybe you are a frequent traveler, or your colleagues are distributed across the world. Whatever the case, it is possible to show up to three time zones on your Outlook calendar, easing the mental math quite a bit! Read more
Note: This tip is intended for the OneNote app as OneNote 2016 is no longer being updated.
Did you know that in the OneNote app, you can set the default paste formatting behavior? If you find yourself frequently changing the paste formatting after pasting, you might want to configure this setting! You can still easily change the formatting mode if the default mode isn’t best for the content being pasted. Read more