Lightning Layout Tricks: Quick Action Hack

Quick Actions are a powerful tool that allow users to quickly create records with the click of a button, prefilling values from the current record.  However, in some instances, the object you wish to create does not appear in the ‘Target Object’ menu. In the example here, I want to create a new ‘Dependency’ record READ MORE

Next Step History

The Next Steps field on Opportunities is one of the more popular fields amongst Sales Leadership. It provides a quick description of what is up next for each deal in the pipeline but a major limitation is that updating the field overwrites the previous value. While you could use field history tracking to track changes, READ MORE

5 Tips for Every Deployment

After a kickoff call for a new project the other day, I asked the person working with me to go ahead and set up the Deployment Dictionary. ‘Deployment Dictionary?’ was the response.  Me: ‘Yeah, you know, a deployment dictionary?’ Co-Worker: ‘Uhm, nope, whats that?’ The same week I had another conversation with a community member regarding READ MORE