The Salesforce navigation menu in Lightning Experience is much more than just a way to access pages. It’s loaded with shortcuts for creating records and jumping straight to specific pages from wherever you are. As a result, you'll work faster and your...
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Salesforce Tips & Tricks Blog
Welcome to our blog where we aim to make Salesforce knowledge accessible and dare we say, enjoyable? We’re here to break down the complexities of this powerful tool with a touch of humor and a whole lot of expertise.
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Whether you’re a Salesforce guru or just starting out, we want to help you be knowledgeable, informed, and confident. Our ForceMedic Design Blog team breaks down new Salesforce releases, discusses Salesforce products, provides time-saving tips, and shares other helpful insights here.
Salesforce Winter 2022 Release: Top 3 Features
Salesforce debuts a comprehensive release of new features and apps three times per year (Winter, Spring, Summer). These bring all sorts of goodies to the platform. The Salesforce Winter 2022 release is here and there are several new features we’d like to put on your radar.
How to Create a Macro in Salesforce
Ever have those moments in Salesforce where you find yourself doing something you did 5 minutes ago? Open new record, click, type, save, repeat… yawn. If only there was a way to automate it! Sure, those administrators could take care of this for you, but you hate to...
How to Tag Records in Salesforce Chatter
Did you know that in Salesforce Lightning, you can directly reference recently accessed Salesforce records in Chatter by using the forward slash ( / )? The ability to directly tag records in Salesforce Chatter is an important tool for streamlining communications and increasing sales team synergy.
How to Create List Views in Salesforce
Creating list views in Salesforce is one of the most helpful skills a user can have. A list view is an underused tool that lets you see particular segments of your data quickly. People often confuse list views with Salesforce reports but, instead of spending the time...
Salesforce Picklist Missing Values?
Ever add a new option to your Salesforce picklist, navigate to a record, and don't see the value you just added when you click edit? Being the awesome admin that you are, you of course clear the cache and excitedly await the page reload... but nothing, still the...
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