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

Lightning Layout Tricks: User Toggles for Detail Fields

Over the last year I’ve been toying with Lightning Page designer & components to identify ways to deliver some creative end user experiences.   I previously shared how to use Conditional Record Detail Components, create Record Detail Tabs, and use Page Layouts for Mobile/Classic/Create; this latest post is a continuation of the series.  I follow Jen Lee’s blog pretty closely READ MORE

Lightning Layout Tricks: Unique Mobile & Create Layouts

Over the last year I’ve been toying with Lightning Page designer & components to identify ways to deliver some creative end user experiences.   I previously shared how to create Record Detail Tabs, use Conditional Record Detail Components, and to create a Demo Controller.   Giving Credit: This latest post comes after a few conversations with Michelle Hansen.  She spent READ MORE

Lightning Layout Tricks: Live Demo Controller

Over the last year I’ve been toying with Lightning Page designer & components to identify ways to deliver some creative end user experiences.   I previously shared how to use Conditional Record Detail Components, create Record Detail Tabs, Use Page Layouts for Mobile/Classic/Create only, and this latest post is a continuation of the series.  Demo Controller Use READ MORE