Skip to main content

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 
Guess what mom!? You do not have any tasks today - They are all rescheduled for tomorrow. Let's to to the park!










Customized Home Page
Mom says that I can't show her home page.... but it is beautiful!  Links to all of her favorite pages, report charts, chatter groups...etc etc.  I made it just for her! (It is so pretty that I have a screenshot of mom's home page hanging up on our refrigerator.)

Next up - Save the world by night in my Spiderman costume!  Then learn some CPQ to finally tackle that superbadge.

Comments

Popular posts from this blog

Service Cloud Specialist Superbadge - 4,5,6,7

Part of doing the Service Cloud Specialist superbadge is trying new things, so I am putting up picture of new things that I've tried recently.  One of my favorite new things this week was taking a shower with my whole block collection.  Mom put me in the shower, and I sneaked out to grab the block bin and dumped it in.  I'm concerned to share photos because of the slight nudity, however, I can assure you that it was a glorious adventure.  Instead, I'll share my favorite Saturday new thing- walking to the coffee shop for a sprinkle donut!  Back to the superbadge... Challenge 4 Case Routing If you haven't taken the Onmi Channel module yet, now is a good time! I kept that particular module open one on screen while I walked through this step.  It is hard to give many hints about this step without giving away too many details - so - the best advice is to read through the challenge and label each step with the corresponding Salesforce term.  (IE - "The channel, Sto

Service Cloud Specialist Superbadge - 1,2,3

A confession - I know next to nothing about service cloud.  While I was excited that a new superbadge was available, it made me a little nervous that I had to do all of the prerequisites and tackle new things like macros.  New things - new year - let's get started! (Right after I finish guitar practice) If you are also a service cloud novice, the Omni-Channel Basics is a crucial prerequisite even though it is not officially required. Challenge 1 App Appearance  This, like all superbadges, requires a careful read through the instructions prior to any clicking.  I found it helpful to take a separate notebook and write down the steps that I would need for each challenge step - for example -  My rough notes for challenge 1: Create 2 profiles  Tweak service Console 3 new items on utility bar Allow access for new profiles Create User  Beware - After editing the service console, you might have to edit the new profiles.  I found it necessary to click "edit&quo

Business Administration Specialist Superbadge- 3 & 4

This afternoon, I added a genius wig in an attempt to look a little older and more experienced.  The free lemonade offer worked!  I made two dollars today!  A huge thank you to Jocelyn Fennewald , Salesforce MVP, for pointing out the "remove all columns" option within the report creator.  When you start a create a new report, simply click to start with a clean screen.  If you are familiar with report and dashboards, this challenge should only take 30 or so minutes to complete.  Below are tips and gotchas for each report / dashboard.  If you need more help, leave a comment! Reports Accounts by Market To create the "Market" row grouping, use a bucket field. Make sure that the correct date range is selected. High Value Residential  This report includes: 1 filter, 1 grouping, and 1 summarized field.  Rated Accounts by State The record count for state and account rating are automatically added. Note the filter.  Open Support Cases You ma