Top Tip #1
Challenge: Display a lookup in a related list. For example, when viewing a Contact record, we wanted to see the Campaign an Opportunity is associated with. Unfortunately, this is not possible using the standard interface. My Solution: Create a formula field that populates/references the lookup field (Campaign) and then add that field to the related list (no need to have it […]
Security: Theory or Reality?
Security has taken over our lives.The average person has over 6 passwords that they use regularly. Our homes, phones and computers are flooding with security controls, apps and codes. But can we really control this? Enter Salesforce Salesforce has layers of security features to create a super strong infrastructure. There are features to secure your org, […]
Hello world!
Welcome to Clouds ‘n’ Tricks! Im coming up to the 3.5 year mark since I was first introduced to Salesforce. It’s been a long journey of struggles, trials, frustration, triumphs, ecstasy and lots of adrenaline. I hope you will join me on my journey now as I aim to share some of my thoughts and insights […]
List views: Misused or Underused?
One of my greatest hardships as a SFDC Admin is that my end users were not immediately trained on how to create and use list views. When I took over the instance, I made it my mission to teach my team their way around list views. Over time, I realized that list views are usually thought of as […]