What are some Salesforce Lightning tips and tricks that will please salespeople?
14 Easy Salesforce Lightning Tips And Tricks That Will Please Salespeople (2021) 1 2. Utilize Einstein Search. Einstein Search has three powerful features that help salespeople be more efficient. 2 3. Add Related List Quick Links to Lightning page layouts.
How do I send a message in Salesforce Lightning?
Use the Lightning message service functions to communicate over a Lightning message channel. In a component's Javascript file, import any exports that you need from the lightning/messageService module. Import a message channel using the scoped module @salesforce/messageChannel.
How do I customize the Lightning app menu in Salesforce?
Customize the Lightning App menu A Lightning App allows Salesforce users to see different combinations of tabs. The matrix of nine dots at the left-hand end of the tabs is where you select the relevant Lightning app. However, the result can be confusing. Clicking the matrix reveals a list of hard-to-distinguish Lightning apps.
What are the nine dots in Salesforce Lightning app?
A Lightning App allows Salesforce users to see different combinations of tabs. The matrix of nine dots at the left-hand end of the tabs is where you select the relevant Lightning app. However, the result can be confusing.
How do I send a Direct Message in Salesforce?
With direct messages, you can start a message right from a feed post.Make sure that Chatter is enabled in your org.Open Experience Workspaces.Under Administration, click Preferences.Select Enable direct messages and save your changes.More items...
How do you DM a message?
Tap the envelope icon. ... Tap the message icon to create a new message.In the address box, enter the name(s) or @username(s) of the people you wish to send a message to. ... Enter your message.In addition to text, you can include a photo, video, or GIF via Direct Message. ... Tap the send icon.
How do you send DM to someone?
0:222:414 Ways to Send Direct Messages on Instagram - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can tap the plus in the top right corner and enter one or more people to send a message to andMoreYou can tap the plus in the top right corner and enter one or more people to send a message to and then send them whatever you'd like.
How do you DM someone in a group?
From your chats, select new chat. , then Start or Send Direct Message. Type the name, phone number, or email address of the person you want to message, or select that person from the list. Type the message and send.
What is the purpose of DM?
DM is an abbreviation for a private "direct message" sent online. The term grew popular on Facebook and Twitter, where you can send either private or public messages. "DM" as it's used now can refer to private messages on any number of social-media services.
What is DM message?
A direct message — DM — is a one-on-one conversation with another user hosted on a social media platform. Most of the places you spend your time online — like Facebook, Twitter, Instagram, Snapchat, LinkedIn and so on — offer some form of DM communication.
How do you DM someone without following them?
Users don't need to follow you, nor do you need to follow them to message each other on Instagram. You can message someone by swiping left on the Home screen and then creating a new message or tapping "Message" on someone's profile page.
What is DM for paid promotion?
For promotion – DMs is a great tool to target the right audience. If you managed to segment your potential customers and prepared the special offer for each group, DMs will do the other work for you. The company can customize its offerings for each customer group and send the proper message to them.
Will someone get my DM if they don't follow me?
Yes, you can send a message to anyone when you use Instagram Direct. Keep in mind: If you send a message to someone who doesn't follow you, it'll appear as a request in their inbox.
How do I send a DM to multiple followers?
Create an Instagram Group of people you want to send the message to, and share your message in that group. It will reach all the members who have been added to the group. Remember, Instagram works with one basic logic, Give and Take.
What is Slack work?
Slack is a messaging app for business that connects people to the information they need. By bringing people together to work as one unified team, Slack transforms the way organizations communicate.
How do I DM in Slack?
Create a messageOpen the channel or DM you'd like to send a message to.Click the message field.Type your message and add any attachments, emoji, mentions, or formatting you'd like.Press Enter to send it.
What is Lightning message service?
Use Lightning message service to communicate across the DOM between Visualforce pages, Aura components, and Lightning web components, including components in a pop-out utility bar.
What is a message context?
The MessageContext object contains information about the Lightning web component that is using the Lightning message service. Pass the MessageContext object to the publish () and subscribe () functions. When using the @wire (MessageContext) adapter, you don’t have to interact with any of the component’s lifecycle events. The Lightning message service features automatically unregister when the component is destroyed.
Can Lightning web components communicate?
By default, communication over a message channel can occur only between Lightning web components, Aura components, or Visualforce pages in an active navigation tab, an active navigation item, or a utility item. Utility items are always active. A navigation tab or item is active when it’s selected.
Why is Kanban view important in Lightning?
The Kanban View makes this easier in Lightning because salespeople can drag and drop Opportunities between Stages. Also, there’s a warning flag to highlight opportunities that have no open activities. And the drop-down arrow makes it easy to edit Opportunities directly from the Kanban view.
What is the benefit of Salesforce?
A key benefit of Salesforce is reports and dashboards that deliver pipeline visibility.
What is Lightning Notes?
Lightning Notes replaces the Notes part of Notes & Attachments. Files replace Attachments. Therefore you’ll need to migrate your Notes & Attachments into Notes and Files, respectively. Of course, if you’re new to Salesforce and going straight into Lightning, that’s not an issue.
What is the default tab in Lightning?
The Default tab on any Lightning page is Activity.
How many columns are there in Salesforce Classic?
With Salesforce Classic, we are stuck with three columns.
Where is the utility bar in Salesforce?
The Utility Bar is the strip that runs along the bottom of any Salesforce Lightning page.
What is personalized search research?
Personalized search research means that search function tailors the results to the individual user.
What is Lightning message service?
Introduced in the Winter ’20 release by Salesforce, Lightning Message Service is the out-of-the-box functionality that empowers you to communicate between Visualforce and Lightning Components, including Aura web components (AWC) and Lightning web components (LWC).
What is LMS in Salesforce?
LMS is defined as the standard publish-subscribe library that enables communication quickly and seamlessly with DOM across the Salesforce UI tech stack, including Visualforce Pages, Aura components , and Lightning Web Components (LWC) using simple API. With this unique feature of Salesforce, you can publish messages and subscribe to them anywhere ...
Why is Visualforce important?
One of the significant benefits is increased development time. For instance, if a Visualforce Page or Lightning component tries to reference a message channel that is non-available and that message channel is not exposed, then the code would not compile.
What is a message channel in another namespace?
Message channel in another namespace that can be used with the namespace followed by two underscores. So if SampleMessageChannel was from the example namespace, you’d say example__SampleMessageChannel__c.
What is metadata type packageable?
As the metadata type is packageable, you can associate a message channel to a particular namespace and make it available/unavailable to other namespaces.
What does __c mean in a message channel?
The __c convention at the end of the message channel name in code denotes a custom message channel created on the Platform, but there is no other connection to custom objects.
What variable to use for Visualforce?
For Visualforce, we can use Global variable $MessageChannel
What is Salesforce Lightning Inspector?
The Salesforce Lightning Inspector is a Google Chrome DevTools extension that enables you to navigate the component tree, inspect component attributes, and profile component performance. The extension also helps you to understand the sequence of event firing and handling.
How to identify performance bottlenecks?
Identify performance bottlenecks by looking at a graph of component creation time.
How many versions of Salesforce Knowledge are there?
Every Salesforce Knowledge article can have several versions: one draft, one published, and several archived versions, and each ofthese versions can have multiple translations. Thus, the total number of article versions in an org can be much higher than the numberof articles. When scaling your org, pay attention to both the total number of article versions and edition-specific limits on articles.
What is Salesforce Knowledge?
Salesforce Knowledge is "KCS Verified" by the Consortium for Service Innovation, which recognizes best practices in customer Do you need guidelines, resources, and current discussions on the evolving world of knowledge orientated service? support methodologies. By implementing Knowledge-Centered Support (KCS) features, you can create more efficient collaboration within your team and provide pertinent and accurate information to your customers. Consider the following tips when planning and using Salesforce Knowledge:
How to see how many versions of Salesforce?
To see how many versions and articles you have: 1. Go to Settings. 2. In the Search box, type StorageUsage. 3. Select Storage Usage. The total number of versions in the org is listed under “Knowledge Versions.” The number of articles in the org is listed under “Knowledge.” SEE ALSO: Plan Your Knowledge Base in Lightning Experience Data and File Storage Allocations 8 Salesforce Knowledge Knowledge Scalability
How many languages are there in Salesforce?
For orgscreated before the Spring '18 release, the default limit for all editions is 16 languages. To request an extension for these allocations,contact Salesforce support.
What is page layout?
A page layout determines which fields agents can view and edit when entering data for an article.It also determines which sections appear when users view articles. You can customize the fields,actions, and related lists for each record type and user profile with page layouts.
What is the default FAQ page layout?
A default FAQ page layout and record type is auto-enabled in the setup flow. The page layout determines how the articles aredisplayed. By doing this step, you are associating the page layout and record types. After completing the flow, you can go to theObject Manager to create or modify your page layouts.
Why is it important to have a robust knowledge base?
With a robust knowledge base, customersreceive service faster or even solve their own issues.
