Becci No Comments

Customizing the Lightning Highlights Panel

Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page.  You can edit each page highlights panel to include up to six fields.  These fields will be data that will help the user ‘know’ the contact or easily access their contact information.  Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read more

Becci No Comments

GoldMine Summary Tab

Don’t forget this handy tab.  The information contained here is automatically populated by the GoldMine Calendar.  This is a great place to see a quick overview of what has been done with a contact and when.  These fields can be used in dashboard, reports, and other tabs. Read more

Becci No Comments

GoldMine Detail Records

The premise behind the Details tab is to have a place to store information pertaining to a common theme that may require multiple entries (e.g., Email Addresses and Web Sites). Read more

Becci No Comments

Set Lightning Page Tab Order

Lightning pages use tabs to organize data on the screen.  By default the Activity and Details tabs are displayed.  To better organize your data, you can reorder the tabs to work with keyboard commands or regular viewing. Read more

Becci No Comments

Set Details Tab to be the Default Tab

The default tab on any Lightning page is Activity.  So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing.  If you want to see the Details, you will need to move to that tab. Read more

Becci No Comments

Setting Security on GoldMine Fields

From the Security tab in any GoldMine Field Properties, you can control required fields, set read and update rights, and create an Audit records when a the field was changed to include the previous and new values. Read more

Becci No Comments

GoldMine Expression Fields

GoldMine Expression fields are used to display text only.  The information displayed can be free form text or a dbase formula.  Users cannot enter or change any data in these fields and you are limited to 15 characters like field labels are. Read more