So your organization has a team out in the field servicing your customers – they could be hard-hat-wearing, wrench-carrying technicians that fix anything from street lights to elevators or they could be home healthcare nurses or they could be associates that get documents to your customers. It does not matter what they do, what matters […]
Got files everywhere? Do your users attach files to records or groups using the Notes & Attachments related list? Give them a better way to manage those files. Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is your best bet for attaching files to records and groups. If you don’t […]
The Lightning Experience is the re-imagined user interface for Salesforce packed with new features developers and admins can use to help their businesses sell faster, work more productively, and make better decisions. We’re excited to come to a city near you to show what it can do for your organization. This two-day workshop will give […]
The Salesforce Spring ‘17 release is packed full of awesome Lightning Experience features you won’t want to miss out on! We’re taking productivity to a whole new level with features like inline edits in List Views, Favorites, Utility Bar and Lightning Console Apps. We highlighted our favorites in the Salesforce Admin release webinar: Spring ’17 […]
Tell me if this sounds familiar- “Oh, that’s a good question. I’m not sure who made that doc.” In a lot of my previous companies, most documents were created and sent out, sometimes uploaded to shared drives or wikis for others to access. They were treated like artifacts in a museum – look but don’t touch. […]
It was an accident. I didn’t want to be a cranky old programmer. I was looking for a better way to support my family. This is how Misty Jones, Ryan Headley, and Zac Otero became Salesforce Admins. Very different paths that all led them to create amazing careers on the Salesforce platform. One thing they […]
New year, new resolutions. What a great time to address some of those security concerns for the upcoming year! With that in mind, we’re introducing updates in the Spring ‘17 release like enhanced two-factor authentication (2FA) verification and faster Lightning Login to make hitting those 2017 #securitygoals a little bit easier. These are important improvements […]
Wondering how you can directly influence the design of the tools you use every day? At Salesforce, feedback from users is crucial to how we design products and prioritize features. We want to make it easy for you to get involved and learn about user research so we’re outlining the different ways you can participate. […]
Here we are, the final Learn Lightning post for this series! In the past 10 posts, I’ve taken you along my journey learning how to do common admin tasks in Lightning Experience and comparing them to Classic. We’ve learned how to navigate setup, create apps, create & clone users, create groups, create & edit objects, […]
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