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Upgrade your Salesforce App to Lightning

Although you may be viewing your Org in the Lightning format, you may also have run an upgrade.  If you are unable to make changes to layouts and such and/or the Information icon says to upgrade, then you will need to do the following: Read more

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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

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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

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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

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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