Your Own App in Salesforce

I feel this should be part of any customisation you do for client – create an app with objects they use. It is super simple, it the Setup find App Manager and create a new one. Here you can specify logo, name and colors, which tabs should be available on top, whether users are allowed toRead More…

How to setup Declarative Lookup Rollup Summary

A long time ago I fell in love with Declarative Lookup Rollup Summary aka DLRS. It allows me to do things which are impossible to do with standard rollup summary fields and I also don’t have to write any code. Actually, when I saw it for the first time I was scared. I found the UI not intuitive enough andRead More…

Quickly edit records in Salesforce

There are features in Salesforce most users don’t know about, which can make their life easier and work quicker. Also reason why I hate to use record types as much as possible. And things I usually forget to tell new users. Edit multiple records at once It was here forever, in Classic you had to enable itRead More…

How force users to change Opportunity stages your way

Time to time we have some nice challenges to solve and this one is one of them. It perfectly shows whether you are really ready to be an architect or maybe whether you just know the differences about all the different tools we have in Salesforce. The challenge was pretty simple – do NOT allowRead More…

How to login to Salesforce?

Obvious, right? Go to login page, enter name and password and you are done. At the same time I would say this is THE area which separate small implementations from the bigger one. What is possible, what we need to do? Name and password Go to Salesforce website and top right corner. Or go to login.salesforce.comRead More…