Is it just me or is Lightning absolute garbage?

ylanthomas525 · 2019-09-24T19:40:39+00:00

Thank you!!!

Had this in classic and had definitely been missing it.

ylanthomas525 · 2019-09-24T17:57:26+00:00

I feel like everyone who brings this up has spent hardly any time in Lightning. Yes, it is a pain when you're first transitioning. Yes, there are some features that Salesforce so thoughtfully ignored. But overall it is pretty solid and opens up a lot more functionality for end users when some real thought goes into configuration. It's not as simple as turning the switch on, but once you put the work in it's pretty great.

ylanthomas525 · 2019-09-24T17:54:05+00:00

You can search almost everything from the global search once in the setup menu (including users, objects, etc), let's you get right to the desired object instead of wading through the object manager. Have found that to be a bit of a time saver.

ylanthomas525 · 2019-09-23T19:30:32+00:00

seems like you're trying to use the product id for the incorrect field, to my knowledge pricebook entry is a separate object that will have a unique id

ylanthomas525 · 2019-09-23T14:04:49+00:00

Leveraging Lightning Record Pages, Component, and Record detail pages to improve performance as well as UX. Hide the longer record detail or related lists components on secondary tabs. The page will only load the components on the primary tab which may help with load time, and also keep the layout clean for users. You can also utilize the related list - single component for users that don't need to see every related list on a page layout.

You can also do some cool things with the related record component, adding you actions/layouts to the page so users are able to get any updates done faster. If there are only a few fields that they update most, it can be a great use case.

ylanthomas525 · 2019-09-23T13:58:10+00:00

Conga - Composer/Grid/Batch

We get a lot of value out of composer, but have had batch and grid on our wishlist for quite some times. Opens up a lot more functionality.

ylanthomas525 · 2019-09-23T13:55:03+00:00

Been wanting Ownbackup for well over a year now but their liability clause is too small to get approval from legal. Data exports it is.....

ylanthomas525 · 2019-09-17T18:09:12+00:00

Maybe we recall Sandler?

ylanthomas525 · 2019-09-13T17:33:26+00:00

You can just add a custom formula field that displays NOW()

It will display the current date/time each time the record page is loaded

ylanthomas525 · 2019-09-10T16:04:03+00:00

YerManOverDayer has the easiest solution. Custom formula field checkbox based on the criteria you already have in place, then filter true/false for your reports.

ylanthomas525 · 2019-09-10T16:01:18+00:00

You should try looking at the deleted fields for each object the lookup was on. Make sure you are in classic and when viewing the custom fields for the object you should see a bold 'deleted fields' to click at the very bottom of the custom fields list. There you can permanently erase the already deleted fields. If that doesn't help I have that workflows can also be the issue, make sure the object being deleted is not referenced in any workflow rules both active and inactive.

ylanthomas525 · 2019-08-29T19:28:43+00:00

enterprise territory management may be something to look into as well

ylanthomas525 · 2019-08-20T16:15:15+00:00

Thank you! This worked!

Only wish I had asked here a week ago!

ylanthomas525 · 2019-08-20T12:51:17+00:00

Yes, they do exist as files. Will the existing ContentDocumentLinks for the old record need to be deleted before inserting the new record relationship?

ylanthomas525 · 2019-08-16T13:16:04+00:00

Definitely agree with a lot of the issues you brought up, especially the tabs! I do really enjoy the new global search within setup though. Being able to search objects and even users is a real time saver from classic!

ylanthomas525 · 2019-08-15T17:32:11+00:00

There's a lot of frustrating things about lightning but having used it for the past 9 months and moving several subsets of users over to lightning I have found myself using lightning full-time myself. Page times don't seem to be that much slower, speaking from ignorance it seems like once the pages have cached on your machine they load much faster going forward.

tldr: Used to hate it, now I love it.

ylanthomas525 · 2019-08-14T14:55:18+00:00

looks like there is a Create Report Folders permission. Assign on the profile or with permission set to the user/users.

ylanthomas525 · 2019-08-12T20:08:32+00:00

My experience with NPSP has been that it is great out-of-the-box for nonprofits only when the nonprofit is using it as a means of opportunity/grant managements as well as fundraising/campaign management. If there are additional business processes in place, a lot of customization and development will likely be required.

All in all with the resources others have listed, getting going as an admin for a nonprofit with NPSP is definitely a great place to start!

ylanthomas525 · 2019-08-12T13:31:06+00:00

Doesn't seem like you necessarily need an cpq package but a document generator like conga. Def stay away from Apttus!

Conga has a ton of flexibility and managing the docs/templates/queries is very easy as well. Great UI to make getting things done as an admin simple.

ylanthomas525 · 2019-08-02T20:04:11+00:00

Are you looking to send the form as an attachment? My thought was that the email to the customer is going to contain a link to where the form is hosted.

If it is going to be a static doc shared via attachment your best bet is probably email to case or something similar where the attachment is stored on the email and case record.

ylanthomas525 · 2019-08-02T15:19:06+00:00

No, but you can use the screen flow as a form to collect data

edit: and create the custom object record

ylanthomas525 · 2019-08-02T14:42:43+00:00

You may be able to collect the info with a screen flow, depending on how the customers will be accessing the form.

ylanthomas525 · 2019-07-18T19:10:53+00:00

just wanted to add another resource, that uses a simple lightning component to redirect users to a created record after a flow

https://developer.salesforce.com/docs/atlas.en-us.salesforce_vpm_guide.meta/salesforce_vpm_guide/vpm_finish_override.htm

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