With the introduction of the Lightning Experience for Salesforce, many old procedures and tricks are slowly being made obsolete. URL Hacks are one of them. You will need to update and switch your system before making the switch to Lightning. To find out how, read on!
First off, What are URL Hacks? They are buttons of formula fields, with specific URL parameters that often take users to New record pages with pre-populated values. Some examples include: Creating a new Case with pre-populated information, logging a call, or create Dynamic Reports.
With the newLightning Experience, some of the URL hacks that administrators have relied upon are no longer supported. So what are we to do? The answer is Actions. Object Specific Actions. These Object Specific Actions do all the things the URL Hacks used to do but through a fully functional and fully supported Salesforce avenue. All the benefits without the drawbacks.
To set up Actions:
Go to the the “Candidate Objects” page in the Setup Menu.
Select the “Buttons, Links and Objects” section,
Click “New Action”
Fill out the fields to define your action and the target object
After saving, go back to the action menu
Select the “New” button under the Pre-defined Field Values section
Follow the steps and fill out a pre-defined field value for each of the fields you want to have pre-populate
Finally, Add the Actions to your page layout
That’s all it takes. Though it may be a bit of a process to build these Object Actions for each page and each layout, doing so will save your organization a lot of time in the long run and make daily tasks a breeze.
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Whether you’re new to the Salesforce community, or have been around for years, you understand the vast potential of the platform. With incredibly powerful functionality, and new features rolling out quarterly, keeping up with the system can feel daunting while trying to keep up with your growing business. Not to worry, these cheat sheets, designed by Salesforce, can give you some useful tips and tricks for making an impact while you grow your knowledge!
One of the most difficult things about Salesforce can be wrapping your head around what it can and cannot do. Having resources like the cheat sheets provided here can help simplify learning the features available on the platform. Among my favorites is the Salesforce1 Admin Cheat Sheet. Many Salesforce customers haven’t fully jumped on the Salesforce1 bandwagon and this resource gives a powerful crash course to get started. I also enjoy the Visualforce Cheat Sheet because it provides some useful tips for getting your custom pages to behave the way you expect. Check them out along with all the rest, and start building something cool today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Nowadays, it feels like there’s a new story in the news about a major security breach or attack by hackers every day. Salesforce is notably absent from these stories, despite its popularity and pervasiveness in the business world, thanks to the strong security and controls baked into the core product. With very little effort, admins and security teams can limit logins to specific IP ranges at specific times for specific users, lock down sensitive data, enforce strong passwords which must be regularly changed, and much more. But the team at Salesforce knows that the threat of cyber-attack and misuse of data is ever-growing, and, in Spring ’16, released Transaction Security Policies to give admins and security experts even more control over the security of their Salesforce environments.
Transaction Security Policies are a new Salesforce Shield tool designed to monitor behavior in your Salesforce org in real time and take appropriate action should suspicious activity be detected. If a user tries to login from outside the country, they can be routed through a two-step verification process to prove it’s actually them. If someone tries to export thousands of Accounts without permission, the export can be blocked. If someone attempts to login from two places at once, their sessions can be immediately terminated. This cool new tool requires an add-on to Salesforce, so if this sounds right up your alley, check out Salesforce’s blog post, the release notes, and call your Salesforce AE today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
Data is the way of the future. This is undeniable. But data entry takes a lot of time, and if you’ve invested in an expert sales team, you cringe at the thought of them wasting all their time entering data into your CRM when they should be doing what they do best – selling. You could hire a secretary for each sales rep and a flock of data entry interns, but that costs money, takes space, and can be unrealistic and inefficient. Or you could employ a powerful, Siri-like digital personal assistant for your team. Think I’m crazy? Check out Rollio!
Rollio is a New Intelligent Salesforce Assistant. Rollio allows you to completely update Salesforce in seconds via text message or voice note. Rollio uses Artificial Intelligence to analyze what you say and automate Salesforce updating. … We’ve built Rollio with advanced Natural Language Processing (NLP) abilities, so you can just speak and now Salesforce listens.
Rollio is a new app, so I can’t offer you any reviews, but it looks really cool and I’d definitely recommend checking it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
If you’ve been following our blog or the latest Salesforce news, you will know that Salesforce recently updated their pricing, and with the updated pricing, has added a number of features to each of the Editions. If you’re new to Salesforce, this means you’re paying a bit more for significantly more value. If you’re an existing customer, your current price should stand until the end of your contract, but you’ll still get these new features.
One of the most exciting updates comes with the Enterprise Edition. Customers on the Sales Cloud will now have access to a customizable Sales Console at no extra cost! And if you’re on the Service Cloud, you’ll get a customizable Service Console! If you’ve not played with the Salesforce Console, check out the video below to start to get an idea about how the Console can streamline your whole team’s process. If you’re on the Enterprise Edition, now the Console is just a few clicks away!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
