Spring 18 Release – Dashboard Enhancements

It is new year time, so another Spring release of Salesforce.  The Sandbox Preview window for Spring ‘18 is scheduled to begin January 5, 2018.  I have gone through the huge release notes and providing you the highlights of the release categorizing them into Lightning Experience features, Report Builder and Dashboard Enhancements. Read Spring 18 - Lightning …

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A Tip A Day #31 – Lightning Data Service

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #31 - Lightning Data Service If you are looking for SalesforceDX and Migration to SalesforceDX, it is here Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #30 – SalesforceDX Demo

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #30 - SalesforceDX Demo You may want to look at SaleseforceDX intro before checking out the demo. Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #29 – All about SalesforceDX

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #29 - SalesforceDX and Migration to SalesforceDX Check out the demo of Salesforce DX here Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #27 – Chatter for Knowledge Management & Collaboration

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #27 - Chatter for Knowledge Management & Collaboration Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #26 – Salesforce Shield

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #26 - Salesforce Shield Read all other tips of the blog series here - A Tip A Day, daily dosage of learning!

A Tip A Day #24 – 3 Ways to delete an Apex class from Production

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #24 - THREE Ways to remove an Apex class from Production In a scenario, you no longer want to use the functionality in your apex class remove it from your Salesforce production org, so as to reduce the …

A Tip A Day #23 – 5 Ways To Stop Trigger In Production

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #23 - FIVE Ways To Stop Trigger In Production In a scenario, you no longer want to use the functionality in your trigger and want to turn it off in your Salesforce production org, as in make …

A Tip A Day #20 – Deploy while running Scheduled Jobs

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #20 - Deploy while running Scheduled Jobs While deploying an apex class via change sets or Force.com IDE, you sometimes receive one of these error messages - "Schedulable class has jobs pending or in progress" " …

A Tip A Day #19 – Set Currency of User

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #19 - Set Currency of User I have a user whose current Currency is set as SGD - Singapore Dollar Requirement The requirement is now to change the Currency of the user to USD.  Simple? I thought …

A Tip A Day #17 – Upload Records with Inactive Owner

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning! Day #17 - Upload Records with Inactive Owner Recently I was migrating few old records into Salesforce using Data loader.  The upload csv file had of course Record Owner field referring to the User record.  I got …

A Tip A Day #16 – Report on Duplicate Records in Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #16 - Report on Duplicate Records in Salesforce Salesforce has configuration setup to identify duplicate records when users create new records.  While setting it up, you have an option to 1) alert the user about it and …

A Tip A Day #14 – Data Load Date and DateTime Fields

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #14 - Data Load Date / DateTime Fields into Salesforce While data loading any Date fields into Salesforce, remember to include the TIMEZONE as well in your csv file.  If you miss the time zone, it …

A Tip A Day #13 – Data Load Non-English Characters into Salesforce

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #3 - Data Load Non-English Characters If your csv file has Non-English characters (eg: Chinese characters) to data load into Salesforce.  Then are 2 settings you need to set for that data to load into Salesforce …

Reports and Dashboards Enhancements – Released in Summer’17

I found this post in my drafts, drafted long ago. I missed to publish - Better late than never, so posting now! #LatePost This post specifically highlights the features of Lightning Report Builder released in Summer'17! Add Dashboard Filters in Lightning Experience Add, edit, or remove filters from your Lightning Experience dashboard directly. Without dashboard filters, you’d …

Lightning App Builder Enhancements – Released in Winter’18

Check out the the other "Lightning Experience features" released in Winter'18. Check out the "Reports & Dashboards" Features of Winter'18 This post specifically highlights the features of Lightning App Builder released in Winter'18! Make Your Lightning Pages Dynamic Now you can control when a component appears on a record page by adding filter conditions and logic to …

Reports and Dashboards Enhancements – Released in Winter’18

Check out the the other "Lightning Experience features" released in Winter'18. Check out new "Lightning App Builder" features This post specifically highlights the features of Lightning Report Builder released in Winter'18! Introducing Lightning Report Builder Lightning Report Builder : Differences Between the Lightning and Classic Report Builders Feature Difference Report Formats In the Salesforce Classic report builder, you …

A Tip A Day #5 – AppExchange Apps to scan Business/Name Cards

This post is a part of the daily blog series  A Tip A Day, daily dosage of learning!  Day #5 - AppExchange Apps to scan Business/Name Cards Lately, I have been researching on Apps that could scan Business Cards (Name Cards) so the Sales team can just scan the Name cards they collect to create …

Salesforce Optimizer – Scan Your Org Customization

Salesforce has introduced Optimizer to evaluate your Salesforce org implementation which determines how your company uses "certain" Salesforce features, then identifies ways that you can improve.  This is available for free for everyone. You can run Optimizer in sandbox/production to receive recommendations to: Improve features Clean up customizations Reduce complexity and Drive feature adoption. Features Evaluated …

Spring 17 Reports & Dashboards Updates in Lightning Experience

In this post, I'm highlighting all the new features introduced into Reports & Dashboards specially for Lightning Experience with Spring 17 release. There are quite a few updates to Lightning though few are old and existing in Classic Salesforce. To set up Einstein & its Features, learn here (screenshots added). Read the highlights from All of the Spring 17 updates …