Lightning Ideas Delivered

Know what I like about Salesforce? Well, one thing I really like…. The fact that they listen, seriously.  Are you using the IdeaExchange?  If not, you need to stop reading now, and go check it out before you read on.  Not only do I like the IdeaExchange so I can share what would solve my current problem, but because it’s great to be listened to by other community members and Salesforce.  See my favorite part of the release notes each time they come out is the section called “You Asked for It!”.  This is the section that lists the new features/functionality that came from the ideas we the community posted, with a link to the idea and the solution.  It just makes me happy.  

Now one thing you might have noticed this year is that I have been posting about functionality that I wish existed in Lightning.  I wanted to take a minute to share the results of the community’s votes on some of these ideas. Continue reading


Seattle WIT User Group June Event

Join the amazing Salesforce women of Seattle to talk about the Summer ’16 release, your favorite ideas to vote for, and the ideas you have to increase Salesforce usability.  

Everyone is welcome Admins, End Users, Developers, Stakeholders, and anyone else that uses Salesforce in one way or another.  The location is TBD, but will be finalized by Tuesday.

I look forward to seeing you there!

Register on Eventbrite

Process Builder: It's not the future, it's now

Move Related Lists On Lead Convert

Process builder has been gaining more and more popularity and quickly becoming an Admins best friend.  With that, it’s fun to think about all the things you can do with Process Builder you couldn’t do with workflow rules.  One of my favorite use cases, solve a long time Admin pain point, the fact that custom related lists do not carry over on Lead convert.LeadRelatedList_RelatedListOnLeadConvert That’s right, with process builder all the records with a custom lookup to leads that you lose on your contacts no longer have to be lost, and here is how you do it. Continue reading

Custom Lightning Layouts & Usability Ideas

Hello, again. I promise you I’m not whining, I am just trying to make sure current and future Lightning users have the basics. That way when we all are switched over, we don’t lose what we had, and love. Today, I was only going to tell you about the Home Page, and how it needs to be customizable.  While working on researching the details though, I realized there is much more that I want to have your help and support on.  First off, the original topic, ability to customize the homepage and then record page layouts. Continue reading

Lightning Experience Recycling Bin Idea

Lightning Recycling Bin

Currently, if you are using the brand new “Lightning Experience” look of Salesforce, not all the functionality available in Salesforce Classic is available in Lightning.  This isn’t a bad thing, Lighting is new and alive, changing and growing based on the world today and the ideas and needs of the Salesforce Community.  It is to be expected.  Some of the basics though, they should be available, but sadly are not.  

As of today, there is no way for admins/developers to access the Recycling Bin in Lightning.  To retrieve records that have been deleted, they first need to switch back to Salesforce Classic, access the bin, restore their record(s), then switch back to Lightning again. Bleh!.  Talk about a pain in the @$$.  (More information on restoring your data here)

LUCKILY, there is already an idea on the IdeaExchange, to add the recycling bin to Lightning.  Yep, awesome idea that would take away a huge hassle for Lightning users.  If you are a Classic or Lightning user, please take the time to check out the idea to add the Recycling Bin to LEX  by Johan Yu  and Vote It Up!

Idea Recap

Add the Recycling Bin to LEX  by Johan Yu