January has proven to be a very eventful start of the year for Salesforce. For starters, they moved into their new building in San Francisco, which is actually now the largest building in the city. They also were also named the leader in Configure, Price, and Quote application suite by Gartner. Also, if you had time for skiing and Salesforce learning you might have made it to Tahoe Dreamin and enjoyed some great sessions with some well-known folks in the industry.
LeeAnne Rimel from Salesforce bring us a really great in-depth view of how to make the most out of our reports and dashboards. A couple of the key points that I got from the article were:
1) Re-use a report on a dashboard if the only difference is minor filtering – or as she calls it “one report to rule them all” and
2) Making sure to use Optimizer to keep the system clean and fresh and rid of any unused reports.
If you are looking into running any dashboards or reports, I highly recommend taking a gander through this article.
This month, Ben himself, from SalesforceBen, brings us a hack for turning our URL hacks (you know you have them) into Actions. These Actions act in the same way as a URL hack button but are actually supported by Salesforce and can be used in both Lightning and Classic (and can be transferable from Classic to Lightning). Ben provides a great step-by-step guide for how to setup Actions that are object specific that I highly recommend booking marking for your next side-project.
More and more companies are switching to Lightning. This means that they will be looking for folks who have experience with it both in the day-to-day and in the transition process. Luckily for us, Amit Singh, from SFDC Panther, has brought us a list of potential interview questions and answers that one might expect during an upcoming interview process. While only 10 questions long, it will definitely get you thinking about how to prepare for any Lightning related topics.
At times, I feel that this decision process is becoming an age old question like to be or not to be. Trying to decide which of the multitude of flow options is the correct one can be challenging at best. But the master of Click vs Code, David Liu from SFDC99.com, has brought us a lovely diagram depicting of when to use each of these 4 methods. This post leads you to his presentation from Tahoe Dreamin and it is not one to be missed!
That wraps up January. Don’t forget to vote for your new Salesforce MVP and if you haven’t yet, and get your tickets to TrailheaDX (I will see you there)! Oh and check out the Salesforce building in the new preview for Ant Man. See you next month on Salesforce Sphere!