Posts Tagged ‘Lightning’
Boost User Productivity with Salesforce In-App Guidance
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…
Read MoreTIP OF THE WEEK: How to redirect or perform action after force:createRecord form submit
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…
Read MoreTIP OF THE WEEK: Recently Used Template in Salesforce Lightning Email
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…
Read MoreTrailhead “App Customization Specialist” Superbadge
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…
Read MoreTIP OF THE WEEK: Default List View in Lightning
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…
Read MoreTIP OF THE WEEK: How to Arrange App Positions in the Lightning App Launcher
Everyone has their own preferences concerning layouts right? Well, we wanted to share a cool way you can change the Salesforce Lightning App Launcher to reflect your preferences. All you need to do is follow these simple steps. Go to Setup > App Menu (Applies to all other users) – OR – Directly drag…
Read MoreTip: Are your documents ready for the Lightning Experience?
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…
Read MoreTIP OF THE WEEK: The Salesforce ID in Lightning or Classic view
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…
Read MoreSalesforce Tips: How to Setup Lightning Sync for Google (Beta)
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…
Read MoreRIO Inventory Sage Now Available
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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