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Salesforce Surveys for Effortless Feedback
(Sponsored Content) Sending surveys and collecting feedback underpins the growth and success of any organization. Whether it be measuring customer satisfaction, net promoter scores, or finding out if your employees are happy in the workplace, sending surveys and gathering survey data gives you deeper insight into your organization’s strengths and weaknesses. This empowers you to…
Polymorphic Relationships
In the Salesforce world, WhoId and WhatId are polymorphic relationships used for lookups. When you see the fields “WhoId” and “WhatId” in a Salesforce object like a Task, these fields are polymorphic relationships – meaning they are a special type of lookup that can be related to one of many different objects. Take the Task…
Component Visibility for Page Sections
Component Visibility for Page Sections: I had a LinkedIn inquiry today about how they could allow some fields on the Account record to be editable when the Account record was initially created but make them read-only later when the record has been saved. Component Visibility for Page Sections, along with Dynamic Forms will allow us…
Salesforce Dynamic Forms
Salesforce Dynamic Forms – the ability to dynamically display fields on a lightning page when you want them is one of the most requested Salesforce features of all time with over 98,000 points on the Salesforce Idea Exchange. The original idea for this feature was posted over 13 years ago – so it’s long overdue. First demonstrated…
Salesforce Page Layouts are Dead
Salesforce Page Layouts are Dead – (there I said it again!) Are we ready to retire Page Layouts? Update: We had some vigorous discussions on LinkedIn over a 24-hour period. We found that Page Layouts (although they should probably be put out to pasture) are intertwined into many other Salesforce features beyond just the actual…
