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.
Amazing!
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!
Leave a Reply
This site uses Akismet to reduce spam. Learn how your comment data is processed.
In addition to the CTRL trick, try grabbing them in the order you want them to appear – you can drop them on the page and they will populate in the same order from top to bottom.
Oh that’s very cool David. I hadn’t notice that the order you selected the fields mattered. I’m going to have to try that.
Great tip – I had no idea! My favorite page layout trick is one you probably know – when editing columns on a related list item, you can choose to apply those column changes to all the layouts that have that same related list. Definitely saves time when someone asks to make a change! (Now if we could sort by multiple columns in a related list that would be awesome!)
Hi Brian,
Screen shots really help and if time permits a video using webex or go2meeting might help the admins to use your trick. My tip for the day is a productivity tip with spring 15 for service cloud users. Macro feature in spring 15 will help to automate repeated tasks for agents and let them do it in one click of a button. So if a call center agent has to create a task, send an email and post to a chatter group, all these actions can be automated with macro feature and performed with one click of a button. This is available for service cloud users only..