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How to Play Favorites in Salesforce Lightning

How to Play Favorites in Salesforce Lightning

by David Carnes | Jun 3, 2018 | Executive, Ops Director

A simple, but powerful productivity feature called Favorites was added to Salesforce Lightning last year.  Unlike many features, it does not need to be turned on by a System Administrator.  It’s ready for use with some basic training for new and existing Users...
How to Enable Salesforce’s Lightning Report Builder

How to Enable Salesforce’s Lightning Report Builder

by David Carnes | May 27, 2018 | Ops Director, Administrator

In their Winter ’18 release, Salesforce unveiled the beta version of its new Lightning Report Builder.  As of Summer ’18, it is GA (General Availability) and is ready for use within Lightning. This new reporting tool represents a significant change from...
5 Lightning Report Features You Should Know About

5 Lightning Report Features You Should Know About

by David Carnes | May 20, 2018 | Executive, Ops Director

Salesforce Lightning Report Updates Salesforce’s Lightning Report Builder, which was first introduced in the Winter ’18 Release, went GA in Summer ’18. Woohoo! As of the Summer ’18 release it is very close to parity with the Report Builder in...
Basics of Salesforce Lightning Components

Basics of Salesforce Lightning Components

by David Carnes | May 13, 2018 | Ops Director, Administrator

In the move away from Classic, Salesforce put significant emphasis on its new building blocks, called Lightning Components.  These are Standard or Custom elements which you can add to your Lightning Pages.  When first activated, Lightning displays default versions of...
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Past Recording Tags:

Adoption Analytics Tab Architecting Best Practices Bucket Charts Cleanup Components Conditional Formatting Cross-Object Formulas Custom Formula Fields Dashboard Dashboards Dreamforce Embedded Enhancements Escalations Export Favorites Folders Formulas Hands-on Interview Joined Reports Master Multiple Currencies New Features NPSP NPS Score Permissions Permission Sets Power of One release Report Formats Reports Reports Types Roadmap Sales Scatter Plot Service Cloud Slack Snapshots Summaries Summary Formulas Unlimited Edition

Recent Recordings:

  • Recent Salesforce Report and Dashboard Enhancements and Dreamforce Reporting Roadmap
  • Dashboard Dōjō – Masters in the Dōjō Series with Steve Molis
  • Dashboard Dōjō – Setting Up and Using Multi Currency on Salesforce Reports and Dashboards
  • Dashboard Dōjō – Salesforce Summer ’23 Release Report and Dashboard Features
  • Dashboard Dōjō – Salesforce Security and Permissions for Reports and Dashboards
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