Heidi McMahon

Salesforce enthusiast and can't get enough of this ☁️ life! Cloud Woman in Tech Tampa User Group | Cloud Consultant @cloud4good

[Heidi McMahon @HeidiAnna25]

@nftest9 This is a NeuraFlash Training Scenario, I have an issue with my order

[Heidi McMahon @HeidiAnna25]

#Salesforce #Ohana #CRM https://t.co/bRVgCP1hFD

[Heidi McMahon @HeidiAnna25]

Leads convert in classic but not lightning... make sure the ‘Convert’ Mobile & Lightning Action are on the page layout

[Heidi McMahon @HeidiAnna25]

Want to filter a List View by the running User?
1. Create a Formula Field with a Checkbox Data Type.
2. Example - Is Co-Owner the Logged in user.
3. Use the criteria IF( Co_Owner = $User.Id,True,False) in the Formula field
#listview #formula #salesforce

[Heidi McMahon @HeidiAnna25]

Need to sync emails with #LightningforGmail... You have to activate einstein activity capture, assign #einstein permission set to users and have users do the #einstein setup #salesforce

[Heidi McMahon @HeidiAnna25]

Financial service #cloud user... there's is a new integration app that works with Schwab Gateway, TD Veo and Black Diamond along w/many others
https://t.co/B7bhz3Z2Ea

[Heidi McMahon @HeidiAnna25]

A client asked to remove the currency (corporate currency) showing after their currency on Opps.. this feature is found in Setup under Manage Currencies>Parenthetical Currency Conversion which I disabled to resolve

[Heidi McMahon @HeidiAnna25]

Salesforce has so many tools and features... I plan to start tweeting the lessons, facts or random items I encounter to help spread the #SF #KNOWLEDGE @SalesforceAdmns

[Heidi McMahon @HeidiAnna25]

@Gymshark I placed and order and need to update the sizing. I sent an email and have yet to hear back. What can I do?

[Heidi McMahon @HeidiAnna25]

Countdown to GDPR: Are you ready? Does your organization have a plan in place for GDPR? If not, let's chat about what you need to do to get ready.
https://t.co/mRDkPj5u2A #gdpr #marketingautomation #privacy #data #emsconsulting

[Heidi McMahon @HeidiAnna25]

Found a workaround... fast lookup to pull in the person ID then use that to send the email alert too

[Heidi McMahon @HeidiAnna25]

Flow question for all my SF peeps: can you send an email alert via flow with person accounts? @SalesforceYoda @SFDCWizard @DouglasCAyers @salescloud @partnerforce

[Heidi McMahon @HeidiAnna25]

@SFDCWizard @SalesforceYoda @DouglasCAyers @salescloud @partnerforce If I send the alert from a custom email field will it work?

[Heidi McMahon @HeidiAnna25]

Lightning Experience Rollout Specialist badge on @Trailhead https://t.co/cbx0O2HWNO

[Heidi McMahon @HeidiAnna25]

Sending some positive vibes today to a fellow #bosslady #WIT @SalesforceTay Thanks for showing me the way...

[Heidi McMahon @HeidiAnna25]

"The 25 hottest tech companies that could be acquired next (August 2016)" https://t.co/HI2MCObtAS by @jiri_kram on @LinkedIn

[Heidi McMahon @HeidiAnna25]

@SalesforceTay Thanks girl!!!

[Heidi McMahon @HeidiAnna25]

Praying for these islands and Florida as #Irma gets stronger https://t.co/z34hhTr98y

[Doug Dunfee @dougdunfee]

Permission Sets: The Elegant Solution to Preventing Permissions Chaos https://t.co/oDhi2CqmcR via @salesforceadmns

[JJ Watt @JJWatt]

$4 MILLION!

New Goal: $5 Million.

https://t.co/SR6DmnNbyM