A Little Bit
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards. Let’s dive into how to set this up and some example use cases.
The Salesforce Spring ’20 release is quickly approaching and soon you’ll be able to take advantage of exciting new features and functionality. Here is a recap of 8 of my favorite features in the release, assigning tasks to a queue, group permission sets, before-save updates in flows and more.
The Salesforce Winter ’19 release is quickly approaching, so it’s time to do a recap of my favorite features coming up in the new release. Here are my top 6 picks for the Winter ’19 release including density settings, list view sharing with groups and background utility items for Lightning apps.