A talk for London's Calling 2018 entitled "Something Better Change". The title is a nod to The Stranglers a British punk band formed in the 70's, around the same time as The Clash, and still going today.
Also given in part at Melbourne Salesforce User Group
Also given at World Tour Sydney 2018.
Overview
Actions are one of the most powerful tools in your Salesforce declarative app-building toolbox.
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Don't populate ALL your page layouts with System Fields and fields that you have created for Admin or reporting purposes - just create an Update Action named DisplAdmin and add the fields that are necessary to that. Then make that Related Record Component visible to Profile = System Administrator only using the great new feature released in Spring '18. Also, quite often you don't need to display these fields on the page layout at all - see Salesforce Inspector chrome extension. See Record Page for an example of this.
Troubleshooting
- Why isn't the standard Post Action and the Chatter Feed not showing on my Lightning Record Page
- Two things must be in place:
- The Post Action must be on the Salesforce Mobile and Lightning Experience Actions bar on the Page Layout and
- The Object must be enabled for Feed Tracking.
- Two things must be in place:
- Why can't I create an Update Action on Global Actions
- Sorry, it's just not possible. Global Actions are not aware of the context so they can't update a record that they know nothing about. So use Object Specific Quick Actions instead.
- Why isn't my Send Email Action showing?
- It's an org before Spring '17 and you need to re-create the Send Email Actions in Lightning
- It's a Sandbox and you don't have Email Deliverability set.
- There is no Email field on the Object.
- The Send an Email Action has not been added to the Salesforce Mobile and Lightning Experience Actions bar.
- Why isn't my Send Email Action working.
- You don't have Send Email permissions.
- There is no email address entered on the record.
- Why isn't my Create Record Action appearing on the Lightning Page
- Make sure it is creating a record of a specific Record Type.
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