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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…
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…
Lightning Messaging Utility
The Salesforce Lightning Messaging Utility is a great little tool from Salesforce Labs (Free) that admins and developers can use to highlight important information to your users.
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…
