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Day 23- Einstein Bot Knowledge article search #TexeiAdventCalendar.

Let’s talk about Einstein ChatBot. Winter is coming! But we’re not talking about plot twists and battles every Sunday evening (because It’s over! Ok?!!) But about winter 20 release …
December 2019
Advices

Day 21 : Reports of Winter 20: The Count Unique Values in Report Results #Texeiadventcalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Hello report lovers! Today we will be talking about an interesting report feature: …
December 2019
Advices

Day 20: Reuse Content Across Campaign Emails with Snippets in Pardot #TexeïAdventCalendar

Let’s talk about Content Reuse. Each day we will reveal our “tip of the day” regarding the #Winter20 release. Icon made by wanicon from Flaticon What’s new? How many times …
December 2019
Advices

Day 19 : New Undo Link on the Delete Record Toast #TexeiAdventCalendar

Let’s talk about Record Restoration. Each day we will reveal our “tip of the day” regarding the #Winter20 release What’s new ? You might have not noticed it but now, …
December 2019
Advices

Day 17: Select the API Version for Lightning Locker #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Now you can select the API version used by Lightning Locker across your …
December 2019
Advices

Day 15: Customize Account Teams

Let’s talk about how to Customize Account Teams. Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? Great news! You can personalize …
December 2019
Advices

Day 13 : Permission sets groups #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new : Permission sets ? Winter 20’ is bringing its share of cool features, …
December 2019
Advices

Day 12: Local development server for Lightning Web Components

Let’s talk about Local development server. Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new? When you develop Lightning Web Components you …
December 2019
Advices

Day 11: A fresh new Salesforce Mobile experience

Let’s talk about Salesforce Mobile App! What’s new ? Winter20 brings its share of new innovations among which many are Platform based features. With the new Mobile App Salesforce has …
December 2019
Salesforce News

Day 10: Remove a File from a Record Without Deleting It Everywhere #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release.  Icon made by Wanicon from www.flaticon.com WHAT’S NEW Lately when you want to delete a …
December 2019
Advices

Day 6: Show More Style in Email Templates #TexeiAdventCalendar

What’s new ? It’s seems like you have been good enough this year, to get some gifts from Texeï’s Santa. This is what I’ve found in his hood. With …
December 2019
Advices

Day 4: Configure Einstein enhanced instant search results layout by Profiles #TexeiAdventCalendar

What’s new? Einstein Search is one of the great features in the #Winter20 release. First of all, it gives an instant access to previews, actions, links, and suggested searches …
December 2019
Advices

Day 3: Mass actions on search results #TexeiAdventCalendar

What’s new? Ho-Ho-Ho ! Christmas is near and gifts are already here in advance in Salesforce’s Winter 20! As a user, you now have the ability to easily perform mass …
December 2019
Advices, Salesforce News

Day 2: Navigate directly to a Lightning Application #TexeiAdventCalendar

Each day we will reveal our “tip of the day” regarding the #Winter20 release. What’s new ? When you’re in App Launcher, you can now right click on an app, …
December 2019
Advices, Salesforce News

Day 1: #TexeiAdventCalendar ! All our tips about #Salesforce Winter ’20 release !

Knowledge sharing is part of Texeï DNA. Therefore, we organise internal events each month to present each others news and tips. This month we decided to share them with …
December 2019
Salesforce News

Unlocked Packages: Podcast, jump start video and more

A few months back, I had the opportunity to talk to Xi Xiao who is running the Salesforce Way website, a Podcast and a YouTube channel. The result of …
June 2019
Advices

“In-App Guidance” Salesforce Summer ’19 Release : a new Lightning transition and onboarding tool

I have dreamt of that tool during my previous Lightning migrations when introducing new features or onboarding new users. Once again Salesforce did it (Beta feature). They provide in …
April 2019
Salesforce News

Automatically install Second-Generation Packages dependencies with a custom sfdx plugin

If you’ve started using Salesforce DX, it’s likely you’ve already seen this picture of happy Trailhead characters moving metadata from the so-called “Happy soup” to separate projects: In an …
April 2019
Advices

Lightning Migration for Admins : the opportunity to clean and improve your Org to meet flexibility…

We all read many articles about the benefits of Lightning Migration: new awesome features exclusively in Lightning, a great user experience, enhanced user productivity, customization and personalization possibilities for …
November 2018
Advices

Get live notifications when the record you’re viewing gets modified

Winter ’19 introduces a new component, lightning:empApi, that lets you easily receive streaming events directly in your Lightning Components. Another new feature that comes in Developer Preview in Winter …
August 2018
Advices
DLRS : How to create rollup summaries in a declarative way

How to create rollup summaries in a declarative way in Salesforce

How often did you need to use information from parent record on child record ? Maybe you also reminded or concatenated some fields on child record, right ? Standard …
June 2018
Advices

How to deal with HR candidates in Salesforce?

How to deal with HR candidates in Salesforce? We have recently worked on an HR application for a professional service client based on the Salesforce platform. We had to …
March 2018
Advices
Our move to Salesforce DX

Our move to Salesforce DX and Developer-Controlled Packages

Since the Spring ’18, Second-Generation Packages can be installed in Production orgs. Three days after the release went out, we had our first DCP installed in Production. I’m very …
March 2018
Advices
Image d'illustration d'une employée travaillant sur un ordinateur portable

Organizations tips for a good Salesforce governance

The way your team handles new features either during the build stage or during the run is the key to maximizing Salesforce adoption and ensuring a smooth implementation of …
May 2017
Advices