Motley Cloud Consulting

There could be a number of reasons for this, but starting with filtering is a good first step. The “Activities” lightning component for the page layout by default is filtered to “Within 2 months”. Users can adjust their preferred settings to show more or less. Page load time will be impacted slightly, but by selecting…

The frequency of use with this tool is low, but the value when needed is very high! In the rare event a password needs to be set for a user, the Workbench Password Management tool is the go-to! This is especially helpful when trying to set an API only user’s password.

Salesforce has a number of tools ready to use with Salesforce. This article from Salesforce Ben gives a comprehensive list, be sure to check it out if you’re interested in a more granular look at the AI offerings with Salesforce. For those with less time, here is a high level overview (as of Feb 2023)…

This one can drive you bonkers! You’ve set the Deliverability to “All email” and you’ve checked individual user chatter settings but STILL emails are not being sent from Salesforce. WHAT IS GOING ON!?! Odds are you need to designate a default Sender a requirement in Winter 24, “Chatter emails are no longer sent from orgs…

Integrating email and calendars to Salesforce is paramount to CRM success. Email, events and potentially contacts can be imported to Salesforce from Outlook or Gmail with the Einstein Activity Capture tool. This is meant to be a brief overview, the cliff notes version, of the Email and Calendar Integrations – Einstein Activity Capture resource from…

Data and metadata are essential to backup. While there are a number of tools out there that can assist with data backups and recovery, the lowest cost, easiest to establish and maintain system is all handled by Salesforce tools. “Data Export” (Part 1) and “Sandboxes” (Part 2), both of which take less than 5 minutes…

I learned about this the hard way, functionality had been deployed, it was a break-fix. The Issue: Users could no longer be created The Error: An Error Occurred with Your “User Create & Edit” Flow You’ve received this email because an error occurred while your “User Create & Edit” flow was running. Debug this flow in…

Contact Roles on the Opportunity serve multiple purposes and are advantageous to utilize. Not only do they guide the business insight into who is involved with the Opportunity, but it also enables a more complete picture of Campaign Influence. Sales AND Marketing benefit, it’s a win-win! The problem: Contact Roles can’t be required on an…

In an effort to be 100% Salesforce in a previous role I implemented a Jira-like issue management system. These custom objects became known as Requests and Releases and were built to serve not only Salesforce but every system the team was tasked to manage. “Cases” could be used in place of “Requests” if desired, a…