Lightning, Uncategorized

Utilitizing Utilities Uniquely

Soooooo, in the Winter ’17 release Salesforce decided to ‘heat things up’ by introducing the Utilities bar which in my opinion is amazingly awesome in its own little way.

This new utilities bar which is located at the bottom of your Lightning page (once added to your Lightning App) and has a few use cases directly out of the box. Instead of adding Chatter to your page layout as a tab, why not add it to your utilities bar? Using a Visualforce tab to open an object? Add this to the utilities bar instead. Got a Flow you want to be triggered manually by a user? Add it to the utilities bar. If Rakesh Gupta or Jennifer Lee haven’t already covered this in a Process Automation Hour then this is a great time and I’m taking all the credit for suggesting it! lol

In case you haven’t already worked it out, Utilities gives you another element to styling your App by making them more intuitive for a user by eliminating tabs and making your creation look even more super swanky!

This is extremely helpful when you work in an environment that seems to have a million and one custom objects and tabs to match. The good thing is that you can use this functionality to show details without navigating from the current page. For instance, where I currently work, we are lucky to have WAVE Analytics (if you havent seen it then it will blow your mind) and use a few specific dashboards to help monitor progress from a high level. Rather than wasting up tab space and valuable page real estate, I added it to the Utilities section to free up space but still make it available within one click. The best part is that you are able to view dashboards etc without actually navigating away from the page.

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You may be thinking “wow, that sounds really boring and don’t quite understand why you would get excited about nothing? You really need to get out more Tom!” and in some ways you are completely right. I do need to get out more I agree, but this is exciting stuff in my opinion. If like me you are all about the User Experience (UX) then you will want to ensure that you are giving possible experience to your users. As I always say, “a system can only be great if the UX matches especially when you are reliant on others to feed the system with data.”

Adding to the utilities is super simple so let me show you. First, go to Setup and type ‘App’ in the Quick Find box

App

You now need to edit the App that you wish to change. Simply click the drop down arrow and click ‘Edit’. In this scenario I am editing the ‘Admin’ app

 

App Edit

Select ‘Utility Bar’ and then click the ‘Add’ button. You will now be prompted to make a selection as to what type of component you want to add. Due to the amount of tabs on our App, we are going to add the ‘Chatter Publisher’ to the Utilities bar to save space.  Select ‘Chatter Publisher’

Select

Your screen will now look like this

App Add

In this scenario we’re not going to amend anything so you can just click ‘Save’ and then ‘Done’.

You will now see this little sexy icon in the bottom left hand corner and when clicked will now open up Chatter Publisher ready for you post away!

Finished

 

How easy was that, like seriously, how easy was that?

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Begone and start creating your masterpieces now!

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Uncategorized

Tom’s Tremendously Thrilling Top Tips

 

Are you new or relatively new to Salesforce? Do you feel unsure what way to turn for help regarding Salesforce functionality?

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Then here are 10 of my top tips to make your life somewhat easier:

  1. Use the Success Community. This is a great place to ask questions about best practice and functionality and has saved my bacon many times!
  2. Develop a deep and meaningful relationship with Trailhead. This is your one stop playground where you can learn all things Salesforce in a fun and easy way.
  3. Attend your nearest Admin
  4. Get on Twitter. This is a great way to connect with many Salesforce like minded people and ask questions. Some great people to follow on functionality and updates are:
  5. Attend the Salesforce1 World Tour. This happens only once a year and is a 1 day event.
  6. Attend Dreamforce. This is a 3 and a half days of pure learning, networking and fun and worth every penny/cent in my opinion. This is like Disneyland for Salesforcegiphy1
  7. Use Chrome. It provides a better experience than IE and you can make use of extensions.
  8. Use Chrome extensions. These are little life savers that allow you to do certain things quickly. Some great ones are:
    • ORGanizer If Chrome and Salesforce had a baby then this would definitely be it
    • Quickly Login As Another User
    • Salesforce1 Sandbox Simulator
    • OneTab
  9. Use Johan Yu’s website to answer some of questions or find some new blogs/websites that may be of use: http://blog.simplysfdc.com/
  10. Get a personal sandbox and practice the hell out of what you learn. It always helps to have something you can look back on  and you can pretty much do what you like with it. Just dont use it for business purposes.

 

Obviously there are ton’s of other things you can do to gain experience but these were some of the things that have helped me. If you have any better suggestions then feel free to comment below.

 

Happy Salesforcing! (my new term)

 

Lightning, Release Notes, Summer 17, Uncategorized

Summer 17 Release Notes

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So, the Summer 17 release is nearly available and as I am easily pleased, here are some of the things I can’t wait for:

Keyboard shortcuts – Whilst working in Lightning Experience you can now search for, edit, save, and close a record directly from your keyboard. So simple yet so awesome.

To view the available keyboard shortcuts, press:

  • Windows: Ctrl+/
  • macOS: Cmd+/

Keyboard Shortcuts

This is even better if you have one of those laptops where the mousepad has a mind of its own!

Adding Utility Icons – If you love the Utilities Bar then this tweak makes life even sweeter. To modify an icon image you had to manually insert the LDS Icon name to change. Now you have a pop-up window to make your selection.

Utility Icon

Make Lightning Experience the Only Experience – Need I say more. After all your hard work, you can now enforce your users to appreciate your ultimate creation and not switch back. This has to be by far the best part of the Summer release.

You Use Lightning

Preview Case Details with Case Hovers – Users can hover over cases to get a sneak peek at the details, including the description and latest update. No more opening the case record to get important information—talk about a time saver!Case Hover LEX

Field History – The long-awaited functionality of being able to see field history/tracking on your record in Lightning is now here! If you have the related list showing in Classic then it will now appear in the Lightning experience. This makes it more exciting than the POTUS at a wrestling match

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Dashboard Filters – This is the one thing I love about dashboards in Classic and now it’s available in Lightning.

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The final one that in my opinion makes me actually want to buy a beer for the person who did this is:

“Last Refreshed” Warning – Ever get that email/call from Sales where they say they are looking at the Sales Performance dashboard and the figures are just all wrong. They spent the WHOLE day entering new Opportunities and even filled in all the fields but the figures are way out. In their opinion it’s a waste of their precious time and that Salesforce is to blame. You then go on to tell them that if they had looked at the dashboard properly they would have noticed in hadn’t been refreshed in the last week. #WhyAdminsDrink

Sound familiar? Well worry no more. There is a big warning icon to notify them that it hasn’t been updated in a while – what more could you want?

Dashboard Last Updated.JPG

I hope you found this informative and easily digestible. What are some of the new feature/enhancements that you are looking forward to seeing/using?

For a full comprehensive list of all the updates coming in the Summer 17 release then please look at the ‘release notes for adults’ that Salesforce painstakingly put together for each new release which can be found here .

I also want to mention that images and wording (not all) in this blog were taken from the release notes but interpreted in my own weird way. If I done bad, then I’m sorry…

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Uncategorized

The Cowbell of Chrome Extensions

Are you an  #AwesomeAdmin ? Do you love working on Salesforce every day? Do you get frustrated when you need to see what the api name is for a field? When creating formulas, do you like the cascading effect? Do you switch between multiple orgs regularly? Do you like color coded org tabs? Are you fed up of reading these questions?

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Well, worry no more as Salesforce MVP Enrico Murru is here to save the day with his very own Chrome extension ‘Salesforce ORGanizer‘ or ‘ORGanizer’ for short.

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This extension has personally enabled me to retire 3 other extensions and possibly a 4th by the end of the month which is always a good thing. Some of this extensions capabilities are:

  • Login to ORGs
  • Check currently opened ORGs
  • Call frequently used links in one click
  • Fast queries
  • Execute Apex code on the fly
  • Auto Complete SOQL queries plus many many more

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Enrico describing ORGanizer in his own words:

“ORGanizer has been created to help with the day-to-day functionality of a Salesforce Developer/Administrator.

Having 9 years of experience using the platform, I needed a way to store my user credentials in different ways (password, token, OAuth) to move easily between different Salesforce ORGs with a single click on the same browser window. Some of the daily pain points I was experiencing were:

  • Not being able to easily recognize which tab belongs to which
  • Quickly being able to access standard or custom ORG links (from setup links to custom apex pages),
  • To use a console of plugins right inside a Salesforce tab,

As a result, I decided enough was enough and went on to create the ORGanizer Chrome Extension. The ORGanizer brings together all these features, enhanced day by day thanks to the power of the Salesforce Developers community.

In a few months of being live, there has been more than 140 change requests and bug reports which have been delivered, with an additional 35 requests to be delivered in the next release. My aim is to have 1 new release a month and I am hoping that this is going to be a huge Salesforce Chrome extension supported by (as of now) more than 1000 active users.

This is an awesome adventure in which I casually stepped into at the end of 2016 which has given me satisfaction, love from the community and that is bringing productivity and good feelings to the Salesforce Community.”

So, what are you waiting for? Go and download it right meow and add some more Cowbell to your Salesforce experience!

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Please comment below on what your thoughts or suggestions for this extensions are

I do not condone  Canadian Home Invasions