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Tag: piptips

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

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

    Create Rich Text Headings in Lightning App Builder

    Now you can easily enhance your Lightning pages by applying Heading styles to your rich text.

    Choose between Heading 1, Heading 2, and more using the new dropdown in the Rich Text component editor. Adding these headings not only improves the visual structure of your pages but also makes them more accessible to users with screen readers.

    Where:Available in:· Lightning Experience· Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

    Get Started with Rich Text Headings:· Open any custom Lightning page in the Lightning App Builder.· Select a Rich Text component on the canvas.· Highlight a block of text inside the editor and use the new dropdown menu to apply a heading style (Heading 1, Heading 2, etc.).· For regular text, simply choose the Normal option.

    By adding these headings, you can create a more organised and accessible user experience on your Lightning pages.

    Read more

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

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

    Use Blank Spaces to Align Fields on Dynamic Forms-Enabled Pages

    Now, you can easily adjust field alignment in your Dynamic Forms-enabled Lightning record pages by using blank spaces. These can be added to separate fields vertically or work alongside the Align fields horizontally property to keep your fields perfectly aligned.

    Thanks to your ideas on IdeaExchange, this feature is now available!

    Key Highlights:· Add vertical spacing between fields inside a section.· Align fields horizontally using blank spaces to ensure clean, organised layouts.

    Available in:

    • Lightning Experience
    • Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions.

    Enhance Field Alignment with these simple steps:

    1. In the Lightning App Builder, enable Dynamic Forms on a Lightning record page.

    2. Go to the Fields tab and drag the Blank Space component into your field section.

    3. Use it to separate fields vertically or align fields horizontally by selecting the Align fields horizontally property.

    Example:

    Visualising the Difference: Two versions of the same field section show blank space usage:

    Without horizontal alignment: Fields are stacked vertically with the blank space having a single row height.

    With horizontal alignment, Fields like “Website” align neatly with “Parent Account,” and the blank space expands to match the row height of its neighbour, such as the “Billing Address” field.

    Note: A Blank Space counts as a field towards the 100 fields per region limit, but does not count against the component page limit. Read more

  • Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!

    Pip Tip #54 – Supercharge your Salesforce flows with reactive screens!

    Supercharge Your Salesforce Flows with Reactive Screens!

    Gone are the days of clunky, static flows. With Reactive Screens, your flow components can now interact in real-time – updating fields, calculations, and UI elements instantly as users input data.

    Why does this matter? It means more dynamic, responsive, and efficient processes, ultimately leading to increased productivity and smoother user interactions.

    Whether you’re a Salesforce admin, developer, or business analyst, embracing this feature can significantly streamline your workflows. Ready to make your flows smarter and more responsive?

    Learn more about Reactive Flows here:

    Read more

  • Pip Tip #52 – Format numbers in charts to your liking

    Pip Tip #52 – Format numbers in charts to your liking

    Format Numbers in Charts to Your Liking

    New chart number formatting options in Salesforce CRM Analytics allow displaying entire numbers, compact versions, or percentages, enhancing readability and comparison!

    This functionality is accessible in Lightning Experience and Salesforce Classic via chart or dashboard panels – available in Developer Edition and can be added for an extra cost in other editions.

  • Pip Tip #51 – Improve dashboard accessibility with high-contrast colours

    Pip Tip #51 – Improve dashboard accessibility with high-contrast colours

    Improve Dashboard Accessibility with High-Contrast Colours

    Dashboards now feature high-contrast colour themes for improved readability in CRM Analytics.

    Users can manually toggle high-contrast colours on or off using the High Contrast button in dashboard view mode. This change applies to both Lightning Experience and Salesforce Classic versions!

    Access to CRM Analytics is available in Developer Edition and can be added for an extra cost in Enterprise, Performance, and Unlimited editions.

  • Pip Tip #57 – Organise and find records easily with personal labels

    Pip Tip #57 – Organise and find records easily with personal labels

    Organise and Find Records Easily with Personal Labels

    Now, you can organise and track your records more efficiently by adding custom labels that help you categorise records in a way that makes sense for your workflow.

    Whether it’s by region, project, campaign, or anything else, these labels make it easier to stay organised and find what you need quickly.

    Where: Available in:

    • Lightning Experience
    • Enterprise, Professional, and Unlimited Editions with Sales Cloud.

    Easily Track and View Labelled Records

    Users can now create their own set of personal labels, which are unique to each user. This means each user has complete control over how they label and organise their records. You can quickly view all records with a specific label and see the full list of labels you’ve created.

    Supported Objects for Labelling:

    • Account
    • Cadence
    • Cadence
    • Step Tracker
    • Call Script
    • Campaign
    • Contact
    • Case
    • Email Template
    • Lead
    • Opportunity
    • Orchestration Work Item
    • Task
    • Custom objects

    Note: Personal labels are separate from Topics, which can be seen by other users.How:Get Started with Labels in just a few steps:1. Add the My Labels component to your page layouts to easily view the labels you’ve added to records.2. Manage and view all your labels on the Labels home page.3. On the label’s record page, see the list of records associated with that label.

    Key Limits:· Up to 20 labels per object and a total of 200 labels per user.· Each label can be assigned to up to 500 records.· Personal labels are separate from To Do List item labels (limit of 10 per user).· Labels don’t count against your organisation’s data storage limits.

    Note: The Label object can’t be edited with the Object Manager, and the page layout for label records is also non-editable. Read more

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

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

    Fix Formula Syntax Errors with Einstein for Formulas

    Einstein for Formulas is now more powerful, helping you fix syntax errors in formulas and providing explanations for formulas used in Formula fields, default field values, and record validation rules. Whether you’re creating a new formula or editing an existing one in the Formula Editor, Einstein is here to guide you with suggestions and fixes.

    Key Highlights:

    • Identify and fix syntax errors in your formulas.
    • Generate explanations for formulas to better understand their logic.
    • Works with Formula fields, default field values, and record validation rules.

    Available in:

    • Lightning Experience
    • Enterprise, Performance, and Unlimited Editions·

    Einstein generative AI is also available in Lightning Experience.Why Use It:The traditional formula syntax checker identifies errors but doesn’t provide solutions. Einstein for Formulas solves this by suggesting corrected formulas directly in the Formula Editor.

    How: Fix Formula Syntax Errors in just a few steps:· Enter or edit a formula in the Formula Editor. Click “Use Formula Assistant”.· Einstein will suggest a fixed formula for you to apply.

    Read more

  • Pip Tip #53 – What is field history tracking?

    Pip Tip #53 – What is field history tracking?

    What is Field History Tracking?

    Field History Tracking lets you see exactly what happened to a specific data point in Salesforce. It’s like a rewind button for your data, keeping a record of who changed what, when, and from what value. This makes it a powerful tool for admins to:Audit data changes: Ensure transparency by tracking who modified important information.

    Maintain compliance: Meet regulatory requirements by having a clear history of data modifications.Troubleshoot issues: Quickly pinpoint the source of data errors by seeing how a field evolved.

    Field History Tracking provides a clear view of your data’s journey within Salesforce, enhancing accuracy, compliance and navigation.

    See more on Field History Tracking from Salesforce via the link below!

    Read more

  • Pip Tip #34 – Eliminate manual lead assignment

    Pip Tip #34 – Eliminate manual lead assignment

    Eliminate Manual Lead Assignment

    Tired of manually assigning leads? Use Lead Assignment Rules to route new leads based on criteria like region, industry, or product interest.

    Go to:Setup → Lead Assignment Rules → Create Rule → Add Rule Entries

    Save time and make sure the right rep gets the right lead, every time.

  • Pip Tip #22 – Work with Agentforce in scratch orgs

    Pip Tip #22 – Work with Agentforce in scratch orgs

    Work with AgentForce in scratch orgs

    Starting with the Spring 25 release update, Agentforce will be available for use in scratch orgs. This includes being able to create agents and apps using Prompt Builder, Model Builder, and the Models API.To create a new scratch org with AgentForce enabled, create a scratch org as normal with the following options:

    – “Einstein1AIPlatform” under features

    – “EinsteinGptSettings.enableEinsteinGptPlatform” under settings

    Full details on how to set up a scratch org can be found in the Salesforce developer docs!

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