Salesforce Labs: Attachments to files conversion tool
Salesforce Labs have released an Attachments to files conversion tool.
Salesforce Labs have released an Attachments to files conversion tool.
Salesforce reports are one of the platform’s greatest strengths. They give teams visibility, support decision-making, and turn raw data into insights the business can act on. But over time, something almost every Salesforce organisation experiences begins to creep in: Report sprawl. How report sprawl quietly takes over your org Most Salesforce report clutter does not…
Don’t you just hate it when a user comes along after spending hours on a report and they still can’t get it right and you find they used the wrong report type and have to start all over again? We can prevent that problem with a few clicks. Restrict Report Types #salesforceadmns #salesforce
Add descriptions to Salesforce Fields – it’s not just best practice but also helps get you ready for Generative AI. These descriptions are critical as the prompt builders use them to understand the field usage. See here for more detail about how these descriptions are used (Elements Cloud). Summary: Create a new report type using…
JenWLee shows us how to log an Email Sent to the Activity History #salesforceadmns #salesforce
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…
It’s the old adage: “How can I get experience if I don’t have a job, but I can’t get a job without experience?” Having certifications is only part of the story, you need the experience to back them up. Projects are a great way to get that experience; you can create your own developer org…