by Claire Richard | Jun 13, 2022 | General, Starter Administration
This is the continuity & end of the article Basic User Experience & Interface Tips | Part 1. Here is what is going to be covered: List Views: easily filter down dataPage Layout: break those fields up nicelyLightning Pages: streamline them! 1. List Views:...
by Claire Richard | Jun 13, 2022 | Salesforce Administration, Starter Administration
Quick reminders: What is User Experience (UX)? The UX broadly includes how the user interacts with the service or product. Perceptions of utility, ease of use, and efficiency are key to determine a good or bad UX. What is User Interface (UI)? Part of the UX, the UI is...
by Claire Richard | Mar 31, 2022 | General, Supercharged Administration
TIPS & TRICKS #FLOW Use Case A company has created a custom object linked to the Lead & needs those records to be parented to the Opportunity upon conversionThe Opportunity relationship field should not be visible on the child records when still on the Lead...
by Claire Richard | Mar 15, 2022 | Salesforce Administration, Starter Administration
TIPS & TRICKS Use case: A company needs to see/export a report filtering data specifically for an Account or an Opportunity: for instance to send it to that Client on a frequent basis.A company needs to quickly see more fields of the related list than the 10 max...
