Big Idea or Enduring Question: How can conditional formatting in Salesforce Lightning App Builder enhance data visibility and user productivity by dynamically highlighting critical information? Objectives: After reading this blog, you’ll be able to: Understand Conditional Field Formatting in Salesforce. Configure a Dynamic Highlight Panel in Lightning App Builder. Apply
Category: Lightning Experience
Dynamic Highlights Panel: Conditional Field Visibility for Enhanced Focus
Big Idea or Enduring Question: How can you dynamically display or hide fields in the Highlights Panel based on specific criteria? Objectives: After reading this blog, you’ll be able to: Understand the Highlights Panel and its functionality. Explore the newly introduced Dynamic Highlights Panel. Set up and configure the Dynamic
Salesforce for Outlook Retirement: What You Need to Know and How to Evaluate Alternatives
If your company uses Salesforce for Outlook, change is on its way. Salesforce for Outlook is an integration tool developed by Salesforce to synchronize emails, contacts, tasks, and events between Salesforce and Microsoft Outlook. This tool allows users to view Salesforce data directly within Outlook and vice versa, facilitating easier
Assign an Expiration Date to Permission Set or Permission Set Group Assignment
Big Idea or Enduring Question: How to auto-remove the permission set or permission set group assignment from the users after a specific date of assignment? Objectives: After reading this blog, you’ll be able to: Understand the differences between permission set and permission set group Set permission set and permission set
Display Last Activity Date on Object Record Detail Page
Big Idea or Enduring Question: How to keep track of the last activity date and show it on the object detail page? Objectives: After reading this blog, you’ll be able to: Understand the differences between Last Activity and LastModified Dates Understand how Salesforce calculates the LastActivity Date Create a formula field to
Insert Users with Data Loader in Salesforce
Big Idea or Enduring Question: How to insert users with Data Loader in Salesforce? There are times when you will have to create users in Salesforce, for example, At the end of project development, create users for UAT testing. Load users from legacy system to Salesforce. You’ve hired a few
How to Download and Install Data Loader
Big Idea or Enduring Question: How to Download and Install Data Loader for Mac and Windows? Objectives: After reading this blog, you’ll be able to: Download and Install Zulu Open JDK Download and Install Data Loader Open Unidentified Developers app on MacBook Business Use case Neil Patel is working as a