I always thought that it was not possible to show more than 3 actions/buttons in the highlights panel on a record page. And hence, I used to keep the ones most used at the front in the object’s page layout so they appear first. But then, I discovered this minor tweak in Lightning App Builder. With ‘Visible Action Buttons’ setting, you can modify the number of actions that show on the page. Just increase or decrease the number and you’re all set! So here’s how to do it.
Dynamic Forms was announced in Dreamforce 2019 as one of the features in UI enhancements roadmap in Admin & Lightning Keynotes. It is now available as Non-GA Preview in Salesforce Summer ’20 release
This is going to be a game-changing feature that will give admins and consultants the ability to have granular control on the record pages. You can now declaratively customize sections and fields of the page as per the business requirements. e.g. Show a particular section when a picklist field has a certain value, Opportunity has reached a certain stage, display a section with relevant fields to a particular user profile, etc. So, there are fewer page layouts to maintain.
If the Organization-Wide Settings (OWD) in your Salesforce Org is set to anything other than “Public Read/Write” for any of the standard or custom objects then it is more than likely that you will need to setup some sharing rules to share these records with other users. So what are the different ways to share records? Here is a checklist of all the different ways (21 that I could think of) in which you can share records in Salesforce. You can use this as a quick reference guide to help you determine which of these options will be most appropriate to meet your business requirements.
Did you know that the Add or Edit products screen on Opportunity and Quote has a name? If yes then that’s great, but did you also know that it can be customized? Yes, you heard it right! That screen is called as Product Multi-Line Layout and you can customize the columns that display when you click ‘Edit All’ in the Products related list on Opportunity and Quote.
Customize Multi-Line Layout for Opportunity Product
Login to your Salesforce org -> Navigate to ‘Object Manager’ in setup -> Type ‘Opportunity’ in quick find box -> Click ‘Opportunity Product’
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A Mass Quick Action is a type of Quick Action. Once the action is created you add that action to an object’s search layout i.e. List View. Once it is set up, you can select a maximum of 100 records in a list view and perform create or update functions. It was introduced in Summer ’18 release. Mass Quick Action is available to use with the following objects: