So a custom app is in short the ability to create a series of standard tabs for your team, standard pages, etc. I’ve done this before in classic but as it turns out you can only do so much for apps built in classic edition and then transformed into lightning. So, we’ll start from scratch and build another one in Lightning. Read More
So I showed you a month or two back how to do the quicklinks pane in a lightning form (a true must as I LOVED the related list hover in classic). Without this piece, I never even found Lightning useful (I’m a bit old school). In any case, after you add that little gem, you may want to change the order or remove related items from the list. The good news is that this is DOABLE PER USER!
As I’ve stated numerous times, I’m trying harder and harder to use Lightning, kind of going back and forth between it over the past few months. One thing that I found recently though is the “Sales Console” which is truly useful when I want to multi-task across records, copy between objects, etc.
So I spent a good amount of time on this one, hoping to figure out more and more but I have the feeling I’m only touching the tip of the iceberg. I’ve been wanting to show pieces of page layouts in certain sections, like a card – still not there. However, I did get some good tips and instruction on “alerts” for our users using rich text components and filtering those components.
So while exploring the release notes for Winter ’18, found something on keyboard shortcuts that could be very helpful. Here’s the list of shortcuts:
https://releasenotes.docs.salesforce.com/en-us/winter18/release-notes/rn_general_keyboard_shortcuts.htm?edition=&impact=
Originally this was intended for the console only (more on that next month when I dig into it), but you can use it on standard apps or new apps created in Lightning Edition (my custom apps were built in Classic so they don’t work).
Default layouts might not include everything in the header that you want, but you can change that with a little bit of jumping through pages. What’s whacky to me is that it’s actually controlled in other pages, but you get there from the edit page dialog that we’ve been using lately. I’m sure there might be an easier way (I welcome the comments to help out) but for now, here goes….
One thing that I couldn’t figure out for a while was how to get Salesforce.com’s patented hover on the related list in lightning edition. To be frank, that was one thing that I always wanted and liked in Classic, hence my slow movement to lightning. It’s actually not too hard, but you have to do it on every object form which is the downside.
If you’ve ever created a custom Module in Zoho, you’re aware of the standard Custom Module Name field. This is by default, a mandatory, Single Line type field that is effectively the name of the record. Many times it becomes another pesky step in the process of creating the record and is not really needed in the use case. Zoho has implemented a great work-around for this, but it must be set up when the custom module is first created, here’s how…
I think I’ve showed this one before with the linked in page (jumping from the ID), but I wanted to do a button this time to do a LinkedIn search from a contact. It’s a great way to jump off the page, do the LinkedIn search and then take their ID to populate (as I said, you can then have a solid link to their page with that id populated). This does actually work with both Lightning and Classic, there was a bit of a learning curve on the lightning side but I got there okay and that’s what I’ll show here.
When I create a new activity, based on the sync plan I have with Outlook, I like to have my tasks have “<COMPANY NAME> – <Task name>” in each subject. While the task will change each time, I can try to prepopulate the company name in the subject to at least save some time. Now, this only works in classic unfortunately as you can’t create custom buttons on activities. Either they’re going to do it, never going to do it, or I missed it, but I can only do this in Classic.
