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

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