TIP 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…

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Salesforce: Lightning Experience Button Converter

Salesforce has introduced a new “Lightning Experience Configuration Converter” tool to help you in migrating your Salesforce instance from Classic to Lightning experience. So what can this tool do for you? Currently, it only supports custom button conversion. This is mainly used to convert javascript buttons to lightning ready components, such as custom action or lightning…

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Salesforce: Lightning Component Template for Custom Javascript Button

Lightning Component Template Is the effort of replacing the custom button- especially the javascript button- the reason you are delaying to convert your Salesforce Instance from Classic to Lightning? Most people would recommend going with the basics, which is to use the global action or custom action to create/update records. What happens if you need…

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Lightning Page Layout Configuration

  Manual Page Layout Configuration   Modify the page layouts for the Opportunity, Account and Product (Object Type) to add the new fields, related lists, custom button and Visualforce page. In your Salesforce Setup, go to: Setup > Objects and Fields > Object Manager > Object > Page Layouts. Click ‘Edit’ link next to the…

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Error: Updating RIO Inventory Configuration for Lightning

  It’s best practice to let a System Administrator handle the RIO Inventory Configuration, but sometimes you will want a different user to do it. There is a chance that that user won’t be able to edit anything on the configuration page, and when they try to save it they will get an error message…

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Salesforce Lightning Experience Readiness on AppExchange Packages

Did you know that AppExchange packages are apps customised for Salesforce to extend the existing Salesforce features? They are intended to cover more sales processes, administrative processes and more in different industries.   Where will you stand with the Lightning Experience rollout if you have AppExchange packages installed in your Salesforce instance? What precautions should…

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TIP 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…

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TIP OF THE WEEK: Keyboard Shortcuts for Salesforce Lightning Experience

What to navigate around Salesforce faster? Keyboard shortcuts can make life easier and improve your productivity. If you want to view all Lightning shortcuts in the Lightning experience – here’s how you can bring them up: Windows Users: press CTRL + / or Mac Users: press Cmd + / You will get a help menu…

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