You likely have tasks that repeat themselves on a regular basis – monthly reports, weekly team meeting, remembering to call your account team. Instead of creating a new task for each occurrence, give it a recurring due date. When you complete a recurring task, it will automatically reset for the
Category: Lightning Experience
Using Topics to Organize Records in Lightning Experience
Topics for objects offers a powerful way to crowdsource your company’s key themes and issues. Users can add topics to records to organize them by common themes. When users search for topics, records that they have access to that are tagged with the topic appear in results. Topics helps to
Add Report Chart to Lightning Record Page
You can share report by many ways with your colleague or sales team of your organization, like Subscribe a report, Schedule a report or give them report folder access. Salesforce has a very cool feature called as Report Charts. By using it you can share report with your peers, colleague
Getting Started with Process Builder – Part 96 (Profile? So Yesterday! – Auto Assign Permission Set Group to a User)
Has it only been five years since I wrote, ‘auto-assign Permission Set to new users’?. The article was written using Flow Trigger – now, an obsolete functionality. You can read it here. Wow! How time flies! Similarly, just two years ago, I wrote another article showing how one can assign a Permission Set
Have You Traversed the Yellow Brick Road of Sales Cadence, Yet?
An overview of Salesforce High Velocity Sales and Sales Cadence.
Top 10 Lightning Experience Gems of Salesforce Spring’18 Release!
Lighting Experience is one of the best user interfaces designed by Salesforce. It is faster, quicker and easier to maintain. If you are still using Salesforce Classic user interface, Spring’18 release will give you hundreds of reasons to switch to Lighting Experience. Some of the key features, that are now available
Getting Started with Process Builder – Part 78 (Auto Enable Lightning Experience for New Users)
To understand how to solve the same business use case using Salesforce Flow. Check out this article Getting Started with Salesforce Flow – Part 24 (Automatically Assign Permission Sets to New User). Almost three years back I wrote an article to auto assign Permission Set to new users. I had