Monthly Archives: February 2018

3 Steps to Enable New Report Builder in Salesforce Lightning

Updated! Spring ’18 delivered an amazing new user experience for building and filtering on reports and dashboards in Salesforce. Are you already using Lighting, but still seeing the same old way of doing things? Here’s what you need to do:

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Posted in Administration, Implementation Success

An Admin’s Guide to the (new!) Salesforce Files

Spring ’18 will hit Salesforce orgs this week. There’s a bunch of goodness in there (oh my, the reports and dashboards make me swoon..) and there’s one very important change. Salesforce Notes and Attachments are going away. Here’s the what

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Posted in Implementation Success
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