Author Archives
I am a software engineer, business and systems analyst, program manager, and technical architect with a passion for delivering business strategy and technology. Over the past 15 years I have partnered with dozens of employers and clients to achieve goals across the corporate landscape.
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Monday Work Management – My Notebook
This post, Monday Work Management – My Notebook, contains a running log of my training notes with Monday Work Management software, https://www.monday.com. The Welcome Page has initialization and setup tasks, including links to AI and templates (will investigate that later)…. Read More ›
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Salesforce – Global UI Customizations
Read to learn more about Salesforce – Global UI Customizations. Learn to work with organization wide settings as an administrator in the Classic interface. Lightening will be covered in a series of upcoming posts. Navigate to Setup > Customize >… Read More ›
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Salesforce – Customize Home Page
This post covers a walkthrough of Salesforce – Customize Home Page features. Some content for customizing the Lightning Home Pages have already been covered, for example, by using the Chrome extension, https://blog.westmorr.com/2024/02/24/salesforce-chrome-extension/. More on Lightning page customizations will follow when… Read More ›
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Salesforce – Display and Layout Customizations
There are a few Salesforce – Display and Layout Customizations available at both the per-user and org-wide level. And, not unexpectedly, there are different options available whether one is in classic vs. Lightning UI. See the screenshot below with Classic… Read More ›
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Salesforce – Chrome Extension
There is a Salesforce – Chrome Extension available, “that’s designed to complement the user experience with continuous productivity feature releases. Select which features you want your users to have access to”. Looking at the UI in Setup, click the “Google… Read More ›
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Salesforce – Themes
This post provides a quick review of Salesforce – Themes. More on this topic is available in the documentation here @ https://help.salesforce.com/s/articleView?id=sf.brand_your_org_in_lightning_experience.htm&type=5 Themes are found in the main organization Setup and configuration: Once here, Salesforce provides multiple OOTB themes which… Read More ›
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Salesforce – Density Settings
This post on Salesforce – Density Settings demonstrates how to update the user interface density as a User and for the entire organization as an Admin. More precisely density is described as follows, from https://developer.salesforce.com/docs/platform/lwc/guide/data-display-density.html, is, “the display density setting… Read More ›
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Salesforce – Following Records
This is a post highlighting an overview of Salesforce – Following Records. To start the demonstration, I’ve navigated to an Account record. Afterwards, click on the “Follow” button, which will change to “Following” after the action registers. What I found… Read More ›
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Microsoft Fabric – My Notebook
This post is reference documentation for Microsoft Fabric About the Environment Fabric is the most significant expansion to the Power BI and analytics platform. Per MS, it is “the most significant data platform innovation since SQL Server”. It is a… Read More ›
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Azure Data Factory – Data Flow – Join and Lookup
The Azure Data Factory Data Flow Join and Lookup transformations both provide controls for aggregating data across multiple data sources. Join Transformation There are two AzureSQL tables from previous posts: Buildings and Maintenance_Logs. The latter has a foreign key to… Read More ›