Salesforce has many ways to send email directly from records. You can automate templates, create letterhead, and send customized notifications. Read more
GoldMine: Creating a Group Based on a Filter
Groups are static and based on membership. Filters and SQL queries, on the other hand, are dynamic and based on the field criteria by which they are built. Creating a group based on a filter or query allows for a stable list of contacts (originally based on field criteria) that can be added to or removed from by manually adding or deleting a contact’s membership to that group. Read more
GoldMine: Adding Google Maps to the GM+View Tab
When you are not sure of the location of a client or vendor, you can configure the GM+View tab to display directions based on the address of a contact record. Read more
GoldMine: Adding a Picture to the GM+View Tab
There may be times when you are in need of quickly viewing a picture. Some examples would be a picture of a person to verify their identity or images of property you are insuring.
Linking the image on the Links tab is helpful as you can view it in the Preview Pane. But if you have many linked documents and don’t want to search, you can display the image on the GM+View tab so it can be accessed with a click of the tab. Read more
Salesforce: Flow and Process Error Emails
Error emails are sent to the user (admin) that last modified the process or flow. Sometimes, you may want another user or consultant to know when an issue occurs. We can now add users and external email addresses to Flow Exceptions emails. **Keep in mind that these users and email addresses also receive Apex exception emails. Read more
Salesforce: Setting Default Values in Salesforce Picklists
Picklists are great for keeping data consistent. By allowing only specific values; reports and processes run smoothly. You can be even more consistent by setting a default value that will prepopulate the field on the screen. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read more
Salesforce: Where is Edit Layout in Salesforce Lightning?
While going from Standard to Lightning can be exciting and productive, some useful links have been moved. One of those is the Edit Layout link in Standard. This little tool allows us to open any screen in Page Layout to make adjustments and view changes quickly. Read more
GoldMine: Power Searches
The Contact Search Center has more functionality than just finding the contact whose record you want pulled up. It also allows for displaying the contacts of filters or groups and lets you print out the results or output them to another application for further manipulation. When a report doesn’t pull the data you want, a Power Search just may be the answer! Read more
GoldMine: Creating a GoldMine Referral
When you add a referral record to a contact, you create a link between the Referee and the Referred. You can report and track referrals. Read more
GoldMine: Tagging GoldMine Contact Records
Tagging contact records is a way to hand-pick multiple contacts to perform certain operations. Tagged records are treated the same as an activated filter or group. Read more
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