Salesforce is a fantastic tool. You can quickly create new Objects, fields, validation rules and workflow rules. There are always a few nifty tricks that admins can use to help speed things up even more.
This will likely be a recurring theme on Wizard News and I invite everyone to participate. Got a nifty trick that makes using Salesforce a breeze? Post it in the comments or send me a “Letter to the Developer.”
Tell me your name, your trick, and if you want to be included in an upcoming Productivity Magic Tricks posts.
For now, here’s a trick for updating page layouts
The Page Layout Trick
I recently had to modify 9 different page layouts for Opportunities. I was adding and removing a lot of fields to the page. This was quite tedious work, click a field, drag it to its new spot, grab the next field. On a whim, I wondered if I could add multiple fields at the same time. ‘Lo and Behold you can!
Instead of adding 20 fields one at a time, I held the shift key and selected multiple fields at the same time. The CTRL key also works for those on windows machines. For Mac users, it is the Command key.
Once you have selected all your fields, click one and drag it to your page layout. You’ll see your cursor change to “Multiple Items (x#).” Once you let go of your mouse key, all your selected fields will be added to the page layout.
That’s my Productivity Magic Trick for the week. I want to hear your tips and tricks! Don’t forget to add a comment or send me a “Letter to the Developer.”
I’ll also like to know you thoughts. Are the screenshots satisfactory for this topic? Would you prefer to also see short videos of these Productivity Magic Tricks?
Can’t wait to hear from everyone!