Create Your Own Workflow Agile App in Salesforce

Get ready, this article is slightly longer and can be hands on if you want to follow along. As an Agile Coach I have tried to spill out some thinking behind the structures and decisions. As Salesforce professionals we have all sorts of types of work coming our way, and having a one dimensional structured Read more about Create Your Own Workflow Agile App in Salesforce[…]

Winter’22 Release is coming!

With a whopping 556 pages of release, we see more than 10% is the table of contents, and around another 10% is Tableau CRM, so what does that tell us? First things first, we feel compelled to stress the importance of preparation for something coming soon: enforced Multi-Factor Authentication (MFA). The topic deserves its own Read more about Winter’22 Release is coming![…]

Lightning Enterprise Transition

Recently I’ve been involved with a Lightning Transition for an enterprise size Salesforce customer, as unfortunately I still hear that some enterprise organisations haven’t yet made the move. So here goes with some of the process and learnings from my recent involvement in doing so. Context Once upon a time… it started 17/Apr/18 2:43 PM, Read more about Lightning Enterprise Transition[…]

Release Spring’20 Goodies

Once upon a time… we were told that Lightning was coming. Another year and another release is here, and of course is a Lightning super-powered one. Maybe the product teams have sharpened all Lightning related stuff by now and now we can see that the framework has enabled a real speed to market! Here couple Read more about Release Spring’20 Goodies[…]

Three (and a half) Knowledge things we learnt this week

1) Enabling Article Management Once upon a time whilst troubleshooting how knowledge articles display in salesforce communities, the support team enabled “Article Management” setting within Content Management. That seemed to sort some of the issues faced but what we soon learnt was that when support enabled this for you, there was something else you should’ve Read more about Three (and a half) Knowledge things we learnt this week[…]

#ItsBetterInLightning

Time has passed since our adventures in Dreamforce 2017 where we ran the session “Make the Jump to Lightning …And Get It Right First Time”, and we have been talking about Lightning quite a bit since. The truth is that so much #ItsBetterInLightning, don’t get stuck in the past! It’s not just a modern UI, Read more about #ItsBetterInLightning[…]

Communities: The HUB’s move to Lightning!

We have covered many lightning posts and so we know the many reasons to make the move, so join us now: #BetterInLightning. And of course leading by example, the recent news from Salesforce is; The Power of Us Hub is transitioning to Lightning in April! (Aka Hub 2.0 – internally)   You may be wondering Read more about Communities: The HUB’s move to Lightning![…]

Bright Ideas: October 2018

Hello, hello. Welcome to another blog in our Bright Ideas series, where we shine a light on a Salesforce community idea which we think deserves your vote. And for this idea, we’ve got something Lightning-y for you… Hey, what’s the big idea? What do we want? The ability to preview different page layouts when editing Read more about Bright Ideas: October 2018[…]

Get Ready for Guided Success

Let’s start this one off with a massive congratulations to Ines on her wedding and wish her well as she heads off on honeymoon for the next month leaving blogging duties in our capable hands. [Sure you don’t mean ‘culpable’? – Ed.] Let’s continue… This week I’ve been continuing my journey back into the low-code Read more about Get Ready for Guided Success[…]

Time for Winter Wonders

With this being the temperature outside in London, and the lack of precipitation, it is difficult to think about winter. Yet the Salesforce Winter ’19 production release is just around the corner! I was preparing my take on what Chris kicked off earlier this year – the “Salesforce Weekly Bright Ideas” series – when then Read more about Time for Winter Wonders[…]