Boost User Productivity with Salesforce In-App Guidance

By Pasan Eeriyagama | August 19, 2020

Salesforce In-App Guidance is a Salesforce native App built by Salesforce Labs. It’s a free tool on AppExchange available for Professional, Enterprise, Unlimited, Force.com, Developer, Performance and Essentials Salesforce editions.   The Salesforce In-App Guidance enables users to create guides and training within their org while working in Lightning Experience. You can also package prompts…

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TIP OF THE WEEK: How to redirect or perform action after force:createRecord form submit

By Pasan Eeriyagama | October 18, 2019

In Salesforce Lightning platform we use different lightning events to communicate between components. One such event is force:createRecord which enables calling salesforce lightning record creation from custom lightning components/apps. This becomes handy as it saves the effort of building custom components to handle the record creation process.   In force:createRecord there isn’t a straight forward way…

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TIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email

By Lean | July 27, 2018

Are you sick and tired of having to choose required email templates when sending emails from a Salesforce record (e.g, contact) in lightning experience? Well, you can now a peace of mind.   Salesforce Spring ’18 release has introduced a simple enhancement to show a list of “Recently Used Templates” when you click on the “Insert, create…

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Trailhead “App Customization Specialist” Superbadge

By Bree | May 8, 2018

Bringing your skills together   The “App Customization Specialist” Superbadge is a great option for you to bring your Salesforce Admin and Lightning skills together.  This Superbadge includes some of the standard System Administrator basics, with a Business Analysis requirement, and the opportunity to put those Lightning skills to use.   Some of the skills…

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TIP OF THE WEEK: Default List View in Lightning

By TIM | December 4, 2017

Did you know that in Lightning, the default list view of an object will always default to the ‘Recently Viewed’ list?   Currently, there is no function in Lightning to change this behaviour – which means you are stuck with looking at this view first (at the moment).   Our tip to work around this…

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Tip: Are your documents ready for the Lightning Experience?

By TIM | November 20, 2017

Documentation is the lifeblood of almost every business which is why we are going to share our Salesforce Lightning Readiness Check to ensure you don’t lose those critical documents in the transition to lightning. If you haven’t already check out our previous blog to ensure you are lightning ready. Currently, Salesforce has no plans to…

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TIP OF THE WEEK: The Salesforce ID in Lightning or Classic view

By TIM | November 2, 2017

Here’s our tip of the week for recognising the Salesforce ID in both Lightning Experience and Classic views. You probably already know you can determine the ID of a record based on the URL when in Classic (a very cool trick when you want to navigate quickly). This is what a typical URL looks like…

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Salesforce Tips: How to Setup Lightning Sync for Google (Beta)

By TIM | August 17, 2017

Overview To sync email from Gmail to Salesforce, use the Lightning for Gmail feature. If you require to sync events from Google Calendar to Salesforce, you will be required to setup Lightning Sync. See steps below.   Setup Guide This video will show the step by step to setup Lightning for Google – https://www.youtube.com/watch?v=6HHExMJIYOs Note: Make sure…

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RIO Inventory Sage Now Available

By Bree | June 27, 2017

RIO Inventory Sage Live is an inventory solution that can be used for multiple warehouses.   Key features for Sage Live include: 100% native Salesforce app. Uses standard products. Inventory is recorded against warehouse locations. Inventory can be recorded in Batches. Inventory on hand and available visible at the product level. Products, Accounts or Transactions…

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