One way to automate your business processes is with Workflow Rules. If you send Email Templates from field data updates, rules are the way to go! Workflows let you trigger on almost any Salesforce Object. If the criteria for the trigger is met, an action takes place. Read More
The Highlights Panel in Salesforce Lightning is a great way to quickly see useful information about the record without having to dig deeper. There are limitations to the panel as you can only add 5 fields plus the record name (e.g., Account, Contact, etc.). Read More
The Highlights Panel in Salesforce Lightning is a great way to quickly see useful information about the record without having to dig deeper. There are limitations to the panel as you can only add 5 fields plus the record name (e.g., Account, Contact, etc.). There is also a limitation that Text Area fields cannot be used to display in the panel nor can they be used in a formula. Read More
Scheduled Events can display up to 4 fields on the Calendar. Sometimes this is not enough to truly identify the event without opening it for more information. If you have customized your Event records you may have Types and Sub Types or track location. Read More
Sometimes you need to open more information or a custom report from a page layout. Placing a button on the page is a great way to open a Visualforce page with information about the open record. Read More
VisualForce pages allow you to create new pages in your Organization. They can be used to display data for reporting, pop-up windows, and custom user pages to name only a few. These steps are to get you started and familiar with the basics of how visualforce pages work. Read More
When using Salesforce to retrieve information on pages and lists, a bunch of actions occur to make it happen. This is done by built-in controllers behind the scenes. When you open a record in Accounts View, the standard Account controller provides the data/functionality to the page which then formats it into what you see. A controller can contain the logic to be executed when a button is clicked. Read More
If you’re using a multiple monitor setup, this may interest you. You can actually switch the default GoldMine behavior from using Tabs to using Windows. Anyone who used GoldMine back in the day will recognize this. It’s actually quite easy.
If you are doing anything in GoldMine with the Process Monitor, it’s probably showing up in the lower left-hand corner as a “hidden” item which you need to float your mouse over to view. You can change this behavior and make it into a tab. It’s actually quite easy and like most useful things in GoldMine, kind of hidden.
One of the best things about Goldmine is the Recently Viewed Record list on the left-hand side of the main window. However, this will only list five items by default. You can, however, increase this to 99. Here’s how:
