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Pip Tips

Technical Salesforce tips from Performa

Tips for Developers

Pip Tip #58 – Create rich text headings in lightning app builder

Pip Tip #56 – Use blank spaces to align fields on dynamic forms-enabled pages

Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!
Read Tip: Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!
Pip Tip #52 – Format numbers in charts to your liking
Read Tip: Pip Tip #52 – Format numbers in charts to your liking
Pip Tip #51 – Improve dashboard accessibility with high-contrast colours
Read Tip: Pip Tip #51 – Improve dashboard accessibility with high-contrast colours

View more Developer tips

Tips for AI

Pip Tip #21 – Unleashing new possibilities in Salesforce dashboards!

Pip Tip #24 – Delivered idea: sort list views by multiple columns

Pip Tip #45 – Leveraging account discovery
Read Tip: Pip Tip #45 – Leveraging account discovery
Pip Tip #48 – Elevate your reporting game!
Read Tip: Pip Tip #48 – Elevate your reporting game!
Pip Tip #10 – Draft personalised sales emails easily with Einstein
Read Tip: Pip Tip #10 – Draft personalised sales emails easily with Einstein

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Tips for Admins

Pip Tip #53 – What is field history tracking?

Pip Tip #55 – Fix formula syntax errors with Einstein for formulas

Pip Tip #57 – Organise and find records easily with personal labels
Read Tip: Pip Tip #57 – Organise and find records easily with personal labels
Pip Tip #28 – View all fields permission
Read Tip: Pip Tip #28 – View all fields permission
Pip Tip #30 – Einstein for flows
Read Tip: Pip Tip #30 – Einstein for flows

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Tips for Productivity

Pip Tip #42 – Salesforce & spreadsheets
Read Tip: Pip Tip #42 – Salesforce & spreadsheets

View more Productivity tips