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Polymorphic Relationships
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User Access Policies
Salesforce User Access Policies will be Generally Available in the Summer ’24 release. Configuring these policies can make onboarding new users so much simpler. To use them, first you need to enable some settings. If you select the first one, the second one will be automatically selected. Next, click New User Access Policy. In this…
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…
A Free Merge Tool
So who doesn’t want a free merge tool for Salesforce? Yep 100% free, no strings attached. Cloud Answers have a tool that allows you to merge records just like we did with classic (but in Lightning)! Get it here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EcyysUAB Manual Merge The Manual Merge function is just like the Classic merge feature. Select the…
