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Showing posts from November, 2019

Trailhead Baby is still around...Moving Salesforce to Lightning

Hello friends, I am still here!  I know I promised CPQ Superbadge tips, but have been caught up in some other things and STILL have not found the time for CPQ!  What have I been doing? Great question - I converted mom's Salesforce to lightning, turned 3 years old, and decided to take up a second career as spiderman.   Turning 3 is a challenge, mostly because mom now expects me to take up additional responsibilities like picking up my own toys, feeding my bunny, etc.  In between all of these chores, I have been researching lightning tips and tricks to make mom's Salesforce org more efficient.  More efficiency = less time mom is working = more trips to the park. A few of my favorites so far.... Sales Console with the "split view" - The day's 'to do' items can hang out on the left while the console tabs keep everything all organized and allow flipping between multiple items. In-line list view edit for multiple records  ...