All About the Quick Actions

Love the Quick Actions Hey Trailblazers. Welcome back.  When building recently I noticed I have definite preference for using Quick Actions wherever possible right now. So I thought it might be time to share some of my favorite uses for them in a series. My first...

Leveraging Lightning Layouts

Hi there, welcome to the Salesforce Lightning Layouts. Here you can drag and drop to move pieces around, build any number of custom reusable components or just grab some from our handy stash of premade. These are so easy to build we go off running to build them, but...

Building An Awesome Lightning Path

One of my favorite features of Lightning Experience is the path. Now out of the box Path functionality allows you to visually represent a picklist value and with this automatically being pulled you may have just turned it on, added some fields and called it all good....

Making Small Changes to Make Big Changes

The reality is not all companies are ready to jump straight into Lightning. Depending on the company and time of year even keeping Salesforce up and running can be daunting. This doesn’t mean you can’t still be preparing for Lightning. I’ve talked about it previously,...
Clicks or Code?

Clicks or Code?

When building new automation in Salesforce should we use clicks or code? It’s an old question that I’m going to acknowledge up front does not have a yes or no answer. Surrounded by a group of some of the most intelligent Salesforce minds I’ve met,...
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