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.
So trying to dig in deep lately to Lightning, as promised, trying to make the forms actually work the way I need them too. Could be a personal thing, but not sure who designed the out of the box forms, placing all the related list stuff as a default, on the left, etc. I have hence decided to mix things up a bit. Here, we’re going to change around things on my lead form. To start, open a lead, then click the gear (setup icon) in the upper right corner – select “Edit Page”…..
So as I’ve promised, I’m trying to use the Lightning Edition a bit more every day, getting comfortable with it and using it. I still have an issue with my #1 app that I have bought (integration with Outlook) in that it doesn’t work with Lightning just yet, which is my main reason for not doing the total switch. However, I’m trying. That being said, I did start using bookmarks a bit which is an excellent way to jump between views, records, or related objects (even custom). Read More
I’m a huge fan of views, anyone that watches these posts as you know. They’re a fundamental piece of refining data, filtering reports, exports, etc. The basis behind a view is found throughout Salesforce as you know. However, the Lightning Edition has made a couple of changes that I had to struggle through to get the same functionality. So, as I usually do, I’ll walk through the creation of a view here for those willing to explore. Read More
Campaigns for some reason have become very popular with my existing clients, where they need to track the “source” just a bit more in depth. Campaigns for the most part are a “source” for a lead or opportunity, but they have their own object which can be very useful to track ROI on marketing initiatives, lead conversion, etc. Knowing which trade shows to invest in next year based on accurate conversion and close ratios (as a result of that show) are critical to the marketing team of any company. Read More
So recently we were doing a migration of data (activities) and dates always seem to cause issues whether you’re using Data Loader, DataLoader.io, import wizard, etc. However, there are a couple of ways to do things that we’ve found work a bit better with date formats, a bit friendlier to Salesforce during migration. Read More
For those of you that have worked with Lightning, you may know how to do this but as someone that is just slowly moving to Lightning (I promised I would), you’ll find that the home page that’s out there is not always the best for each of your users. Maybe you don’t use opportunities and just focus on activity tracking for instance. If so, that quarterly performance grid will be distracting and confusing for some of your users. Let’s create a different one…. Read More
So I’m sure there are some easier ways to do this (the Salesforce community has some great authors out there), but I figured I would wing this and create a quick link to anyone’s linkedin page from the contact record. Since they removed the quick link button at the top a few years back, I’m asked for this a lot actually (and we can use this same train of thought for almost any other custom social media page, intranet URL, etc.).
So when I create new tasks, I like to have the company name in the subject, followed by a dash and maybe the follow up. You can set the default subject through the form design (default value), but I want to do this where the company is dynamic each time, and I end up having a value in there as well after the company name.
