Create a Custom Launchpad for the Salesforce Mobile App

With Salesforce’s new release you can set up a mobile launchpad to let users quickly access the information they need. Use the Launchpad component to add links to Lightning pages on mobile and desktop. You can create a mobile-specific launchpad by set up the component visibility to show the launchpad to mobile users only. That way, mobile users can still access all of their navigation menu items, but the most important links are only a tap away. All Internal links open in the Salesforce mobile app, while external links open in a mobile browser window.

We know that users pull up the app for a quick look at important information, but it can take a lot of taps to get to the right place. The mobile launchpad lets users access that information in fewer taps. You can add any items to launchpad that have tabs associated with them—standard and custom objects, Lightning web components, Lightning pages, Visualforce pages, and external websites. Make sure that your users have permission to view the tabs—they only see items that they have access to in the launchpad.

You can use launchpads on multiple pages and add multiple launchpads to one page.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Interactively Create Engaging Email Templates

Salesforce has come up with a new Email Template builder. You can create email templates faster and more easily with visual tools in the Email Template Builder. Instead of adding HTML code, your users can drag elements to create effective email templates. They can compose email templates with a few clicks to place design elements right where they want them. As you know, Sending professional, appealing emails is essential when communicating with your customers. Using captivating email templates gets you there.

This is available for all Lightning Experience who are using  Professional, Enterprise, Performance, Unlimited, and Developer editions, and all editions of Pardot in the Pardot Lightning app. This feature isn’t available in Pardot Classic or the standalone Pardot app.

Users with Access Drag-and-Drop Content Builder or Manage Content Builder permission can Create and manage Email Template Builder templates. Any user that can send an email can use email template builder templates.

How you can use the Email Template Builder?

After creating a Lightning email template, users with the correct permission see the Edit in Builder button.

Lightning email template

Click Edit in Builder to open the Email Template Builder.

Email template builder

Choose a component (1) and drag it to the canvas (2). Change the details and style of the component using the properties panel (3).

Email template builder in use

Your users now can easily create an engaging email template.

Note: Email Template Builder isn’t available for previously created Classic and Lightning email templates.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Post Image of a Dashboard Component on Chatter

In Salesforce you can share an image of a dashboard component with your colleagues, Sales teams using chatter. You can start your conversation about the current progress of your opportunity pipeline, Open Leads count, etc by sharing images of dashboard components on Chatter. It will give them insights and make your conversation more informative.

There are many reasons to share images of dashboard components. Request help with aging cases, ask a question about the pipeline, or congratulate the team for making quota!

How to use this feature for your dashboard?

Here are the steps

  1. View a dashboard.
  2. Find the component you want to share, and expand it by clicking Expand.
  3. From the expanded component, click Post to Chatter.
    The Chatter menu opens. From the Chatter menu, you can compose your post and view the dashboard feed by scrolling down.
  4. Compose your post. You can @mention people and groups, and format with rich text. Go ahead and make your post as bold as you like!
  5. Click Share.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Map Custom Lead Fields for Lead Conversion

Get the most out of records created from converted leads when you map custom lead fields to fields on the records they’re converted to. You can map the custom field of the lead object to the converted account, contact, and opportunity.

When sales reps convert qualified leads, the information from the standard lead fields appears in standard fields for contact, account, and opportunity records. If you set up custom lead fields, you specify how that custom information converts to custom fields in accounts, contacts, and opportunities.

  1. From the object management settings for leads, go to the fields section, then click Map Lead Fields.
  2. For each custom lead field, choose a custom account, contact, or opportunity field into which you want the information inserted when you convert a lead. In Lightning Experience, a custom lead field can map to account, contact, and opportunity fields at the same time.
  3. Save your work.

Request a Free Consultation

YOU MIGHT ALSO LIKE

Overview of Lightning Sales Console App

The Lightning Sales Console is a standard Salesforce Lightning app that gives you all your sales tools at your fingertips to prospect leads, close deals and manage relationships. This is a great tool to boost your productivity and close more deals. It gives a 360-degree view of your sales data.

Here’s what you get in the standard Sales Console app.

Standard Sales Console app
  • A navigation-friendly three-column layout for the objects you rely on most—accounts, contacts, leads, and opportunities. The layout includes the record’s key details in the highlights panel (1), the familiar workspace (2), and useful related lists (3). To use your org’s default Lightning page instead, use the Lightning App Builder to assign the preferred page to all Lightning apps.
  • Split view shows a list view at the same time as your workspace tabs and subtabs, letting you work quickly through a list of records (4).
  • Other go-to objects and features—including campaigns, tasks, reports, and more—are easily accessible (5).
  • Intuitive tab and subtab navigation (6).
  • A preconfigured utility bar with History (7). If Notes is enabled, it appears in the utility bar, too.

You can customize this standard Lightning Console app to:

  • Add your own branding.
  • Add any additional items your teams need to access in the console.
  • Configure the utility bar so reps can easily access productivity tools like Lightning Dialer and macros.

Request a Free Consultation

YOU MIGHT ALSO LIKE