Some organizations want data to span the entire page so they want to remove the Activities Side bar. This will give you more room on the page for Details but now you have to put the Activities somewhere. Read More
Having trouble finding the Recycle Bin after switching to Lightning? You are not alone. Read More
After transitioning to Lightning, you may find related list information in two places; on a tab and on the right hand side bar. This isn’t very efficient and may be confusing to users. Read More
After transitioning to Lightning, the default tab on page layouts is Activity and tabs for objects you don’t use may be added. Most users use the Details tab for the majority of the time and want Activities to be seen alongside of them. Read More
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information. Standard and custom fields can be displayed here so you can create formula field to put several together (e.g., Rep + Territory + State) to get more information into the panel. Read More
Lightning pages use tabs to organize data on the screen. You can add / remove tabs as you organize your data from viewing. Read More
The default tab on any Lightning page is Activity. So when you open any Salesforce Lightning Screen the Activity tab will be the one open for viewing. If you want to see the Details, you will need to move to that tab. Read More
There may be times you want to require a field on one layout and not another. This can occur when record types are being used. Some fields may be needed for one type but not the other. Read More
When using Lighting the Activities Sidebar can be customized to fit your needs. Fields can be added and removed much like in traditional layouts for each of the tabs (e.g, New Task, New Event, Log a Call, and Email). The position of the fields on the data entry screen can also be customized. Read More
You can merge a document template for a single object (e.g., Account, Contact, Lead, etc.) or you can perform a mass mail merge using records from a view. Accounts, contacts, leads, cases, opportunities, and custom objects are supported. If the custom object has a master-detail relationship with opportunities, the primary contact for the opportunity is selected by default. Read More
