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Salesforce – Edit Tabs in the Lightning Activities Sidebar

When using Lighting the Activities Sidebar can be customized to fit your needs.  Tabs (e.g., New Task, New Event, Log a Call, and Email) can be added, removed and reordered.  For Actions that will not be used, such as Email from Salesforce, the tab can be removed to eliminate confusion. Read more

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GoldMine – Finding Detail (Profile) Types with Counts

Keeping your data clean is an important task.  One way to keep Detail or Profile records clean is to check on what Types have been created and how many records for each.  The default Detail(Profile) types are E-mail Address and Web Site.  Others are defined by you when you configure a new Detail record. Read more

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Salesforce – Single and Mass Mail Merge in Salesforce

You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view.  Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Read more

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Salesforce – Uploading Merge Templates to Salesforce

After you have created a Merge Template in Word with the proper merge fields, it will need to be uploaded to Salesforce. Administrators and users with the “Manage Public Templates” permission can upload completed Microsoft Word mail merge templates to Salesforce to make them available for use. Read more

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Salesforce – Creating Salesforce Merge Templates

When you send the same correspondence to customers in an ongoing basis, Merge Templates can be of great assistance.  Create a merge document in Word 2007 or higher and upload it to Salesforce.  When merged, data will populate the fields you have included in the template and send the full merged document to the user via email.  The user can then print it out. Read more