by David Carnes | Jul 1, 2018 | Ops Director, Administrator
Demystifying ‘Recently Viewed’ List Views When Salesforce introduced Lightning, it replaced Classic’s list of recently viewed items appearing directly on the Tab with a List View which is pre-loaded whenever the Tab is clicked. While helpful to...
by David Carnes | Jun 24, 2018 | Ops Director, Administrator
In its simplest form, Salesforce Path provides a visual indicator of progress along a set of stages, statuses or custom picklist values. Organizations use it to reinforce methodology, such as sales teams through their Leads or Opportunities. Support teams use Path...
by David Carnes | Jun 17, 2018 | Ops Director, Administrator
One of the worst crimes against nature in the Salesforce universe is activating Lightning and merely accepting the default Lightning Page Layouts that are created for each Object. As admins, we should thoughtfully take the time to create a Lightning Page Layout for...
by David Carnes | Jun 10, 2018 | Administrator
Related List Cannot Be Displayed When building Lightning Page Layouts, you may encounter a Lightning Component that appears blank. You put the Component on the page in Lightning App Builder, only to find it is missing when you check on an actual record. In the Lead...
by David Carnes | May 27, 2018 | Ops Director, Administrator
In their Winter ’18 release, Salesforce unveiled the beta version of its new Lightning Report Builder. As of Summer ’18, it is GA (General Availability) and is ready for use within Lightning. This new reporting tool represents a significant change from...
by David Carnes | May 13, 2018 | Ops Director, Administrator
In the move away from Classic, Salesforce put significant emphasis on its new building blocks, called Lightning Components. These are Standard or Custom elements which you can add to your Lightning Pages. When first activated, Lightning displays default versions of...
