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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…
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…
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…
Unblocking your Sales pipeline
Problem: Salesforce Opportunities often get stuck at certain stages, and it’s challenging to visualize where they become stuck. Solution: Create an event every time the Opportunity changes stage with a simple record-triggered flow. Install the Free Salesforce Labs Time Warp component to display these events in their own tab on the Opportunity Lightning Record Page….
Turn Web Traffic into Leads
Focus on how to turn web traffic into leads means your web traffic becomes a valuable lead-generation resource and not just a marketing tool. If your website is allowing users to simply enter and exit without prompting any action from their side then you are potentially missing out on some quality leads. This is where…
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…
