SHORT STORY OF A QUEST FOR A MISSING FORMULA DOCUMENTATION One of the things I find really impressive about Salesforce is Documentation. I was always taken aback by the quality and the level of detail that the teams put into it. And up till the last week, I was convinced that if something is not […]
Salesforce Certified Pros Templates for Twitter
I have recently discovered these fancy headers with all the certifications people have all over Twitter. I thought for a while that those were some kind of limited swag that sent to the chosen individuals by Salesforce (like the MVP folks). And then I came across a template that was created by Salesforce and publically […]
Advanced Campaign Setup in Lightning
If you were used to Campaign object in good old Classic, you probably noticed that Advanced Setup for Campaigns button got missing in Lightning. Just like you I have been desperately looking for this button and have been actively upvoting the corresponding idea on the Success community. Then by a happy accident, the missing button […]
Salesforce Tips: How to Map a Lead Source to the Account Source Upon Conversion
The lead conversion process has always had its shortcomings. One of the most common issues was the fields mapping upon conversion. For quite a long time it was only possible to have a one-to-one type of mapping – when each lead field can only be mapped to one field from either Account, Contact or Opportunity. And […]
How to add months to a date with Salesforce formula with ADDMONTHS function – (Spring 18′ Release)?
Adding months to a given date is a very common use case. But accomplishing this with a formula field of a field update formula used to be a tricky task. In the latest Spring 18′ release (only available in Sandbox preview for now) of a new function called ADDMONTHS it has become 10 times easier. Below […]
Winter 18′ Release: Setting Task Reminders in Lightning
If you were used to Task Reminders in good old Classic, you probably found that there was no reminder field to set a reminder in Lightning. Good news, starting Spring 18′ it’s no longer the case.