If you need to send an email to multiple recipients (e.g. leads and/or contacts) from Salesforce, here are the choices that you have
In this blog post, we will see how to send mass emails using the first two options i.e. using the “Send List Email” feature.
Salesforce Summer ’20 Release is around the corner. By 17th July 2020, it will be released in production environments all around the globe. Here are all the different ways in which you can familiarize yourself with the new features and functionalities introduced in Salesforce Summer ’20 release.
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.
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.
Login to your Salesforce org -> Navigate to ‘Object Manager’ in setup -> Type ‘Opportunity’ in quick find box -> Click ‘Opportunity Product’
A Mind Mapping Tool is a visual way to organize your thoughts and ideas and is great for brainstorming. You can use a combination of texts, pictures, colors, icons, drawings, videos, and link everything together.
Experts say that there are two sides of the brain. One side that is more analytical and methodical and another side is more creative and artistic. A mind map tool will allow you to engage both sides of the brain in your thought process.
In Salesforce Context, I have used it to organize my thoughts on coming up with solution approaches. For example, as an Architect, if I need to design how to share records in Salesforce, I created a mindmap and listed 20 ways to do it. Next time when I need to design a solution for sharing records, I just need to look at this mindmap and choose the most appropriate solution.
Or as an admin, if I need to know what are the different monitoring and auditing tools in Salesforce, creating a mindmap gave me a quick way to recap all the different options in just under a minute or two.
I have found it to be quite useful, not only in my work, but also in my personal life. So why not give it a try and see if sticks with you. If not, just throw it away.
Here is the list of some of the most popular mind mapping tools for you to choose from.
(Tools, that I personally use or have used and recommend are marked with a heart)
1. Ayoa (previously known as iMindMap from Tony Buzan) (♥)
2. Mindomo
3. XMind
4. MindMeister
5. Coggle
6. Mindmup
Don’t see the tool of your choice listed here? Please feel free to mention it in the comments below for other readers’ benefit.
Want to see a list of more of such useful resources & tools under different categories? Please do take a look at the resources page.