Suggestions
Andreas Bruchwitz ☁
12x Certified Salesforce Professional | PSM I | PSPO I | Salesforce Coach | Salesforce Consultant at Nextview
Andreas Bruchwitz is a Managing Salesforce Consultant at Nextview Consulting, a design-led Salesforce consulting firm that specializes in digital transformation for companies across Europe.12 With over 7 years of hands-on experience in Salesforce, Bruchwitz has established himself as an accomplished Senior Consultant in the field.3
Some key points about Andreas Bruchwitz:
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Background:
Andreas Bruchwitz's role at Nextview Consulting likely involves leading Salesforce implementation projects, providing strategic advice to clients, and contributing to the company's growth in the European market. Nextview Consulting is known for its expertise in Salesforce solutions and its focus on design-led digital transformation12, which aligns well with Bruchwitz's extensive experience in the Salesforce ecosystem.
Highlights
#𝑺𝒂𝒍𝒆𝒔𝒇𝒐𝒓𝒄𝒆 𝑭𝒖𝒏 𝑭𝒂𝒄𝒕 🌟
𝐂𝐫𝐞𝐚𝐭𝐞 𝐍𝐞𝐰 𝐋𝐞𝐚𝐝 🙋♂️
Imagine there was a requirement to remove the "New" button on your List View Button Layout.
Quickly want to create a new Lead within seconds?
- Click Wrench Icon top right
- Click Developer Console
- Shortcut: CTRL+E
- Copy/Paste the following and click Execute
Lead newLead = new Lead(); newLead.FirstName = 'John'; newLead.LastName = 'Doe'; newLead.Company = 'John Doe Company'; newLead.Status = 'New'; // Set other required fields as needed insert newLead;
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#𝑺𝒂𝒍𝒆𝒔𝒇𝒐𝒓𝒄𝒆 𝑭𝒖𝒏 𝑭𝒂𝒄𝒕 🌟
𝐃𝐲𝐧𝐚𝐦𝐢𝐜 𝐅𝐨𝐫𝐦𝐬 - 𝐕𝐢𝐬𝐢𝐛𝐢𝐥𝐢𝐭𝐲 𝐅𝐢𝐥𝐭𝐞𝐫 - 𝐌𝐮𝐥𝐭𝐢-𝐏𝐢𝐜𝐤𝐥𝐢𝐬𝐭
It's been ~15 years and Dynamic Forms are the best tool to retire Page Layouts. Salesforce is planning to make Dynamic Forms available on 1.000 entities by the Winter'24 release. 🤩
At the moment Dynamic Forms are supported on Custom Objects, Accounts (including Person Accounts), Contacts, Opportunities, Cases, and Leads only. 😣
Visibility Filters are a great feature to show/hide certain fields/sections based on certain criteria of another field/user permission/profile and much more. Unfortunately, Multi-Picklist fields are not supported!
So what can you do as workaround? You can build a formula checkbox field referencing the Multi-Picklist field and upvote the idea down below.
IF( INCLUDES (MultiSelectPicklist_FieldName__c , "Value1" ), TRUE, IF( INCLUDES (MultiSelectPicklist_FieldName__c , "Value2" ),TRUE,FALSE),FALSE)
Documentation: https://lnkd.in/gkkvB_fZ
Idea: https://lnkd.in/g4rGR5Y7
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