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Posts published in “Configuration”

To Do List On The Salesforce Utility Bar

Ian Jamieson 0

With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added to…

Do You Like It Comfy Or Compact?

Ian Jamieson 0

It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users to…

How To Personalise Your Nav Bar On Salesforce

Ian Jamieson 0

When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the tabs…

How To Mass Delete Records, Including Reports

Ian Jamieson 0

Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and access the data they require…

Do You Like It Comfy Or Compact?

Ian Jamieson 0

It’s a bit tucked away, but did you know you can easily change the layout of Salesforce pages? And this can be configured by each user? Salesforce allows users to…

How To Mass Delete Records, Including Reports

Ian Jamieson 0

Let’s imagine that you have trained your Salesforce user base to regularly create their own Salesforce reports. It’s great that they can now self-serve and access the data they require…

To Do List On The Salesforce Utility Bar

Ian Jamieson 0

With the Winetr ’23 Release of Salesforce we can now add a ‘To Do List’ to the handy, and much underappreciated, Utility Bar. The Utility Bar can be added to…

How To Personalise Your Nav Bar On Salesforce

Ian Jamieson 0

When you open up Salesforce you will see a list of tabs along the top. But you may want to move some tabs around so you can have the tabs…