Fine, I’ll Make My Own Roll-Up

by | May 22, 2020 | Flows, Lightning, Uncategorized

What makes a Roll-Up Summary? For what feels like ages we have always assumed we have to have a Master-Detail relationship in order to calculate a Roll-Up Summary. Of course we could always go to code, we all have time for that right? Welcome back trailblazers, today...

All About the Quick Actions

by | Mar 28, 2020 | Lightning, Uncategorized

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...

Building An Awesome Lightning Path

by | Oct 27, 2019 | Lightning, Uncategorized

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

by | Aug 15, 2019 | Lightning, Uncategorized

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?

by | Jun 6, 2019 | Administrator, Developer, Uncategorized

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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