This is a running list of ideas for a new getting started video series! New ideas and collaboration welcome.
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This is a running list of ideas for a new getting started video series! New ideas and collaboration welcome.
In this Lighting Lounge Webinar on 5/2/2019 I presented additional experiential benefits to consider when looking at reasons to migrate from Classic to Lighting Experience (LEX).
I generated these using a matrix of formulas in Excel to save time. Now they are copy-paste-edit ready for convenience.
Has switching to lightning been scary or a potentially large effort? As a Lightning Champion, I’m here to set the record straight that it does not need to complicated to get to lightning.
Move details tab to the left and set as default.
Add profile specific related lists.
Add related record quick actions.
As a Salesforce Admin, I do a lot of reporting around financial numbers. I asked Bo Javia, a financial expert turned Salesforce Administrator/Consultant to help me understand what revenue recognition is.
A very simple solution for creating a checkbox that determines whether or not a lead is owned by a queue or a user. Great for adding as a condition for automation that should only be triggered when owned by a user instead of a queue.
There are two key questions everyone managing a sales pipeline needs to know: what are the conversion ratios between key stages and how long does the sales process take for each stage.
I got these questions from a list of top questions searched on the internet from Answer the Public. Each question could easily warrant it’s own discussion, but today I wanted to review
Is that title a tongue twister? This scenario is all to common: for one business reason or another, #AwesomeAdmins need some way to rollup up a count or summary from a “child” object in a lookup relationship.
Have you wondered how to implement contact roles for accounts in Lightning after using them in Salesforce Classic? Less than half an hour will have you up and running!
Now that I have learned how to use VLOOKUP, it's an easy, powerful tool for combining data sets that are linked by an ID or name.
![[WEBINAR + SLIDE DECK] Lightning Lounge: 3 More Ways to Demonstrate ROI](https://static1.squarespace.com/static/5b7b627ccef37238032c3a31/5b7b679a0ebbe8b7258e24ba/5ccc31f2f4e1fcdaca51e430/1556889031362/Lightning+Lounge+Webinar_+Alternative_ROI_Transition_April+2019.jpg)
![[SLIDE DECK] Transition to Lightning: Keep it Simple](https://static1.squarespace.com/static/5b7b627ccef37238032c3a31/5b7b679a0ebbe8b7258e24ba/5cb2341eeb39315a7ce4c267/1556075693216/Transition+to+Lightning+Keep+it+Simple.jpg)
![[VIDEO] 3 Tips for Configuring Lightning Record Pages](https://static1.squarespace.com/static/5b7b627ccef37238032c3a31/5b7b679a0ebbe8b7258e24ba/5c9e184c71c10b45cbb3af60/1556495630218/leon-contreras-453339-unsplash.jpg)
