⚡ Supercharge Productivity with Salesforce Global Actions ⚡ Global Actions in Salesforce help users accomplish tasks quickly, no matter where they are in the org. Here’s how to make the most of them: 1️⃣ Quick Record Creation: Set up Global Actions for frequently used objects like leads, tasks, or opportunities. 2️⃣ Streamline Navigation: Place actions in the Global Publisher Layout for easy access across all apps. 3️⃣ Predefine Values: Use predefined field values to save users time and maintain consistency. 4️⃣ Custom Actions for Unique Needs: Create custom Visualforce or Lightning Component actions for specialized workflows. 5️⃣ Mobile-Friendly Setup: Optimize actions for Salesforce mobile users to stay productive on the go. Small shortcuts,big impact. Global Actions are the ultimate productivity hack! 💼 #SalesforceAdmin #Productivity #SalesforceTips
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🚀 Elevate Your Salesforce Game: Object Manager & Lightning App Builder Part II 🚀 Embark on a journey into the world of Salesforce customization with us in the next installment of our series: Object Manager & Lightning App Builder Part II. This session is dedicated to mastering Record Types, Paths, and Business Processes—key components that drive efficiency and customization in your Salesforce environment. 🔍 What You'll Gain: Strategic Insights: Learn how Record Types can offer tailored experiences for different business scenarios. Guided Navigation: Discover how Paths can visually guide users through various processes, enhancing user adoption and data quality. Streamlined Operations: Understand how to optimize Business Processes to align Salesforce functionality with your organizational workflows. 🗓️ Schedule: Lecture: Dive into the concepts on Tuesday. Hands-On: Apply what you've learned in a practical session on Thursday. 📅 Date: Starts tomorrow, Tuesday, 2/20/24 ⏰ Time: 3 PM PST / 5 PM CST 🔗 Zoom Link: https://lnkd.in/gwSCJK3s Don't miss this opportunity to enhance your Salesforce expertise and bring your A-game to your organization. #Salesforce #SalesforceStephen #SalesforceAdmin #AdvanceWithSalesforce #ObjectManagerLightningBuilder
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It's that time of the week. Time to get your Salesforce on... Check it out... See if you are on the right Path, or Process, or wait..Record Type... Object Manager and Lighting App Builder Part II Salesforce Admin Salesforce Stephen Come and learn about Salesforce's Paths, Business Processes, and Record Types. Let's add some value to our Salesforce Journey! See you there! #salesforceadmin #salesforcetraining #salesforcetrailblazer #studywithstephen
🚀 Elevate Your Salesforce Game: Object Manager & Lightning App Builder Part II 🚀 Embark on a journey into the world of Salesforce customization with us in the next installment of our series: Object Manager & Lightning App Builder Part II. This session is dedicated to mastering Record Types, Paths, and Business Processes—key components that drive efficiency and customization in your Salesforce environment. 🔍 What You'll Gain: Strategic Insights: Learn how Record Types can offer tailored experiences for different business scenarios. Guided Navigation: Discover how Paths can visually guide users through various processes, enhancing user adoption and data quality. Streamlined Operations: Understand how to optimize Business Processes to align Salesforce functionality with your organizational workflows. 🗓️ Schedule: Lecture: Dive into the concepts on Tuesday. Hands-On: Apply what you've learned in a practical session on Thursday. 📅 Date: Starts tomorrow, Tuesday, 2/20/24 ⏰ Time: 3 PM PST / 5 PM CST 🔗 Zoom Link: https://lnkd.in/gwSCJK3s Don't miss this opportunity to enhance your Salesforce expertise and bring your A-game to your organization. #Salesforce #SalesforceStephen #SalesforceAdmin #AdvanceWithSalesforce #ObjectManagerLightningBuilder
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Revolutionise how your teams work in Salesforce. Introducing... Relatable for List Views! Our latest release brings all of Relatable's time saving benefits to list views! Give your org a productivity boost, access data quicker, and gain more insights! 💪 See and edit any combination of parent and child records simultaneously! 👍 Add to any home or app page 🤘 Use conditional formatting to guide and prompt users. 👌 View and add attachments from a list. 👏 Get cross-object filters, sorting, and rollups! Get it now for free on the AppExchange. #salesforce #appexchange #productivity
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Salesforce Winter '25 Release: Standout Field Highlights with Conditional Formatting! Conditional formatting is awesome. But what if you need a field to stand out based on another field’s value? Or want to highlight fields with background color changes? Our Branding Sets solution delivers flexible, dynamic field highlighting with extensive criteria options, all configurable in App Builder. Curious to see it in action? Watch the demos and elevate your record pages today! 📹 Watch now: Branding Sets Overview: https://lnkd.in/gDra-YrA Dynamic Field Highlighting: https://lnkd.in/gKBUrMvN Learn more about Branding Sets: https://lnkd.in/gjG8znqT #CRMConfiguration #CodeyLabs #BrandingSets #Salesforce #Configuration #SalesforceAdmin #SalesforceAdministrators #UserExperience #Efficiency
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Elevating Lightning 🌩️: Unleash the Power of Salesforce's Latest Wave! 🌊 Experience the future of Salesforce today with the latest Lightning enhancements! 💡 Effortlessly build dynamic, user-centric interfaces that empower your business like never before. Are you ready to ride the lightning ⚡ and experience a whole new level of productivity and user engagement? Salesforce's latest Lightning updates are here, and they're taking the Salesforce game to new heights! 🚀 Buckle up, trailblazers, as we dive into the exciting world of Lightning Component Updates! 🌩️ Core components like lightning-button, lightning-file-upload, and lightning-select have been supercharged for improved performance and adherence to Web Components standards using the Shadow DOM. Get ready to witness lightning-fast interactions and seamless integrations like never before! But that's not all! Admins, rejoice! 🙌 You can now add new custom fields directly to Dynamic Forms enabled Lightning pages, giving you unparalleled flexibility in form creation and management. Say goodbye to rigid forms and hello to dynamic, user-centric experiences! 🌟 And what about those pesky tabs that clutter your interface? Fear not, for Conditional Visibility for Tabs is here to save the day! 🦸♀️ Set conditional visibility for individual tabs in Lightning App Builder, allowing for more dynamic and user-specific layouts that cater to your users' unique needs. Ready to elevate your user interface to new heights? 💯 Rich Text Headings within Lightning App Builder will give your pages a polished, visually appealing look that will leave your users in awe! 😍 But wait, there's more! Introducing Field History Tracking (Beta), a game-changer for admins! 📊 View and manage field history tracking in one place, allowing you to track changes made to specific fields over time with ease and precision. With these Lightning updates, Salesforce has truly outdone itself, empowering businesses to create lightning-fast, dynamic, and user-centric experiences that will leave your competitors in the dust! 🏆 So, what are you waiting for? Unleash the power of Lightning and elevate your Salesforce game today! 🚀 #SalesforceLife #LightningExperience #InnovationUnleashed #Syncorum
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Get ready for the Salesforce Summer '24 release, introducing the powerful Automation Lightning App—a must-have for flow admins and authorized users! 🔧 Centralized Workflow Management: This innovative application simplifies the management of Salesforce workflows, centralizing flow creation and access. 👀 Enhanced Monitoring: Features specialized views for tracking recently modified flows, improving error detection and response times. 🔍 Advanced Search and Sorting: Utilize advanced search and sorting options to efficiently navigate and manage your flows, ensuring optimal organization. Prepare to streamline your workflow management processes with the Automation Lightning App, making them more accessible and manageable than ever before!
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Mastering Efficiency: 5 Must-Know Salesforce Features Salesforce is packed with tools that save time and boost productivity. Here are my top five features that can transform the way you work: 1️⃣ Flow Builder: Automate repetitive tasks with clicks, not code. 2️⃣ Email Templates: Send professional emails faster by reusing custom templates. 3️⃣ Reports: Generate real-time insights to make data-driven decisions. 4️⃣ List Views: Organize records for quick access to what matters most. 5️⃣ Lightning App Builder: Customize dashboards to fit your needs. What’s your favorite time-saving Salesforce feature? Let’s share ideas! 🚀 #Salesforce #Efficiency #Productivity
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🚀 Get Ready for Winter '25 with Conditional Field Formatting! ❄️ Exciting news for Salesforce Admins! The upcoming Winter '25 release introduces Conditional Field Formatting in Lightning App Builder. 🎉 🔹 Custom Visual Indicators: Easily create visual cues for key fields using standard Salesforce icons. 🔹 Intuitive Configuration: No more complex formula fields! Configure visuals with a simple point-and-click wizard. 🔹 Dynamic Forms: Ensure your Lightning record pages are migrated to Dynamic Forms to leverage this feature. Stay ahead of the curve and make your Salesforce experience even more efficient. Check out the full details and get ready to enhance your record visibility! 📈 https://lnkd.in/eph2dsTc #Salesforce #Winter25 #ConditionalFormatting #SalesforceAdmins #LightningAppBuilder
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I've been a bit quiet lately, but for good reason! Over the past week, I've been fully immersed in a Salesforce demo project. This build leverages key standard objects like Lead, Opportunity, Contact, and Account, along with three custom objects: Projects, Referral Partners, and Competitors. The heavy lifting is done—I've completed the fields, page layouts, theme, and app design. Now, it's time to enter data so I can create some meaningful reports and dashboards. I know this can be a time-consuming task, so if anyone has tips or tricks to speed up the process, I’d love to hear them! #Salesforce #SalesforceAdmin #SalesforceOhana #CareerDevelopment #SalesforceDemo
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🔍 Issue: Encountered an "iframe error: Organisation object not supported" after the latest upgrade of LinkedIn Sales Navigator app on Salesforce. 💡 Attempted Solutions: - Tried adding permission sets to users but to no avail. - Experimented with various troubleshooting methods. 🛠️ Solution: Discovered that enabling the "view setup and configuration" permission for end-users resolved the issue temporarily, but wasn't an optimal solution. ✅ Final Resolution: Uninstalled the app and opted for the native integration within Salesforce, which functioned flawlessly. 📚 Takeaway: Highlight the importance of exploring different solutions and leveraging native integrations to overcome technical challenges effectively in the Salesforce developer journey. #Salesforce #SalesforceTrailblazer #Trailblazers #SalesNavigator #LinkedinSalesNavigator #LID #Appexchange #SalesforceAppExchange
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