
A Quick Guide to Quick Actions and Global Actions
What are Quick Actions and Global Actions and how to make the most of them?
The Blue Canvas team builds Git-based DevOps tools that help Salesforce admins and developers deploy changes safely. Posts credited to the team come from the engineers, product people and early contributors who have written about Salesforce release management since 2016.
166 articles

What are Quick Actions and Global Actions and how to make the most of them?

Dynamic Forms are a game changer for Salesforce page layouts. Learn more about them and discover how to deploy them at scale.

Here is how we train and onboard our customers to ensure that your team finds quick success with DevOps for Salesforce.

Navigating the complexities of Salesforce can be a challenge, especially when it comes to managing user profiles. As a powerful CRM tool, Salesforce offers a myriad of customization options, but with great flexibility comes the potential for occasional hiccups. Troubleshooting profile issues is crucial to ensure seamless user experience and maintain productivity.

In this eye-opening blog post, we explore the challenges of implementing true source-driven development (SDD) in the Salesforce ecosystem.

Diving into what it takes to smoothly merge work across Salesforce orgs
Setting up a better Salesforce release management process takes time. A phased approach includes basic source control, continuous integration, testing, and Salesforce DX.
Salesforce Technical Architect Matijn Schwärzer discusses his experience with the platform, including Lightning adoption and the benefits of Salesforce DX.

What is Salesforce CPQ and how can you use it to drive revenue for your business?
Downstream deployments are crucial for a good Salesforce sandbox strategy, but sandbox refreshes are limited. Git can help with selective deployments.
Blue Canvas suggests a 15-minute "discovery call" to save customers hours of research time and determine if their tool is a good fit.

Does the "power law" math that VCs espouse really work for founders?
Over 850 million lines of code are securely backed up with Blue Canvas, empowering enterprises to continuously deploy and rollback in Salesforce with ease and maintain environment parity across orgs.