Motley Cloud Consulting

  • Send-As Someone Else from Salesforce

    Salesforce has the ability to send-as someone else via predefined email addresses. A potential use case is when an Invoice is ready to send however the sales rep is generally not involved with invoicing, but they still manage the relationship. The Good The Challenges Additional Considerations and Details (from Salesforce) Considerations for Using Organization-Wide Email…

    Matthew Motley

  • Lightning Page Layout Optimization

    What is the best way to configure lightning page layouts in Salesforce? My recommendation is to expose as much information as possible without clicking or scrolling while not sacrificing too much load time. Everything a user needs should be immediately available, they shouldn’t have to remember where something is, it should be instantly available when…

    Matthew Motley