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How to Use Custom Metadata in Salesforce Flow [FULL Example for 2024]
Learn how to build and use Salesforce Custom Metadata in a Flow with this simple use-case.
0:00 Build the screen flow
9:19 How to create and setup custom metadata
17:40 How to use custom metadata in a screen flow
🏆 Join the Salesforce Saturday Email for weekly tips from me (Free):
www.nickfrates.com/blog
💰 Learn how to build flows like this in the Salesforce Flow course over 13,000 Salesforce professionals like you have taken:
www.nickfrates.com/2024-salesforce-flows
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#salesforce #salesforcetutorial #salesforceforbeginners #salesforceadmin #salesforcetutorials #salesforceflow
Переглядів: 306

Відео

Salesforce Screen Flow Lookup Component [2024 Examples]
Переглядів 19921 день тому
Learn how to master the Screen Flow Lookup Component (fast). 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): www.nickfrates.com/blog 💰 Learn how to build flows like this in the Salesforce Flow course over 13,000 Salesforce professionals like you have taken: www.nickfrates.com/2024-salesforce-flows lookup component salesforce flow lookup component in flow lookup screen compo...
How to Convert a Lead in Salesforce Flow (EASY)
Переглядів 650Місяць тому
Learn how to convert a lead in a Salesforce screen flow by quickly copy and pasting this code into your environment! CODE: gist.github.com/nickfrates/3be9fc4df4afcd38dfc3bd8d663a5f3c 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): www.nickfrates.com/blog 💰 Learn how to build flows like this in the Salesforce Flow course over 13,000 Salesforce professionals like you have tak...
Salesforce Flow: Data Table SECRETS (3 Tricks)
Переглядів 932Місяць тому
Learn how to configure the data table component inside a Salesforce Screen flow. 3 Tricks 1) Use Formula fields to provide hyperlinks, images, or access cross object fields 2) Data Tables can be good for getting around some license limitations 3) Inline editing isn't available natively (yet) so using a 3rd party component like the one at the link below is recommended if you need that unofficial...
Most Salesforce admins don't know this about reports...
Переглядів 4414 місяці тому
Learn how to query for private reports and dashboards as a Salesforce administrator. Report Query SELECT Id, Name, CreatedBy.Name FROM Report USING SCOPE allPrivate Report Grouping Query SELECT CreatedBy.Name, COUNT(Id) reportCount FROM Report USING SCOPE allPrivate GROUP BY CreatedBy.Name ORDER BY COUNT(Id) DESC Dashboard Query SELECT Id FROM Dashboard USING SCOPE allPrivate Lighning Inspector...
How to Upload Files in Salesforce Flow (REQUIRED field example)
Переглядів 3,6 тис.4 місяці тому
How to use the file upload component in Salesforce Screen Flows. Learn how to make the file upload required and how to get it working with only a single screen. Overview 0:00 Make it required 5:04 Get it working on a single screen 12:33 Final review 21:26 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): www.nickfrates.com/blog 💰 Learn how to build flows like this in the Sale...
Bypass ANY Salesforce Validation Rule (2024)
Переглядів 1,4 тис.4 місяці тому
Create a custom permission that lets you bypass validation rules in Salesforce. This is helpful if you want to run a data load or exempt certain users from triggering a specific validation rule. 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): www.nickfrates.com/blog 💰 Learn how to build flows like this in the Salesforce Flow course over 13,000 Salesforce professionals like ...
How to Create a Dynamic List View in Salesforce
Переглядів 1,2 тис.5 місяців тому
Quickly create a dynamic list view in Salesforce using a formula field to filter each record with another field. 🏆 Join the Salesforce Saturday Email for weekly tips from me (Free): www.nickfrates.com/blog 💰 Learn how to build flows like this in the Salesforce Flow course over 13,000 Salesforce professionals like you have taken: www.nickfrates.com/2024-salesforce-flows how to create a dynamic l...
Salesforce Flow Builder Tutorial (Episode 56) - Challenge 5 Summary
Переглядів 4156 місяців тому
We recap all we learned about Salesforce Flows in Challenge 5. This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Salesforce Saturday Email for weekly Salesforce and Career tips (Free): www.nickfrates.com/blog Get the 10 Ways to Boost Your Salesforce Career Guide (Free): www.nickfrat...
Salesforce Flow Builder Tutorial (Episode 55) - Flow vs Quick Actions
Переглядів 4336 місяців тому
We discuss a best practice that good Certified Salesforce Administrators and Salesforce Flow builders use which is to find the right tool for a job. In this video we cover an alternative solution an explore the philosophy of building solutions on the Salesforce platform. This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfra...
Salesforce Flow Builder Tutorial (Episode 54) - Build Flow to Update Related Records
Переглядів 4716 місяців тому
Two out of three Salesforce Flows have been built and now its time for the final flow in the challenge. Here, we using a record triggered flow to update related Opportunity records when an Account changes in Salesforce. This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Salesforce Sa...
Salesforce Flow Builder Tutorial (Episode 53) - Test Our Before Save Flow
Переглядів 3896 місяців тому
We test our before save flow and learn an important lesson about optimizing for fast field updates. This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Salesforce Saturday Email for weekly Salesforce and Career tips (Free): www.nickfrates.com/blog Get the 10 Ways to Boost Your Salesfo...
Salesforce Flow Builder Tutorial (Episode 52) - Build Our Before Save Flow
Переглядів 3996 місяців тому
After we've successfully tested our loop flow, we can move on to building a before save record triggered flow that will populate the fields Pedro requested we populate on a new Opportunity. All we need is one assignment element! This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Sale...
Salesforce Flow Builder Tutorial (Episode 51) - Testing Our Opportunity Notes Flow
Переглядів 4606 місяців тому
We've configured our Salesforce Flow and now we need to test our flow in Salesforce! This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Salesforce Saturday Email for weekly Salesforce and Career tips (Free): www.nickfrates.com/blog Get the 10 Ways to Boost Your Salesforce Career Guid...
Salesforce Flow Builder Tutorial (Episode 50) - Using a Record Collection
Переглядів 6666 місяців тому
Previously we configured our loop element and our assignment logic, and now we need to use a record collection variable to store our records and then update them with an update element. This playlist is a free preview of a more complete 19-hour course. Check out the Salesforce Flows Complete Guide: www.nickfrates.com/2024-salesforce-flows Join the Salesforce Saturday Email for weekly Salesforce...
Salesforce Flow Builder Tutorial (Episode 49) - Build Our Loop
Переглядів 5006 місяців тому
Salesforce Flow Builder Tutorial (Episode 49) - Build Our Loop
Salesforce Flow Builder Tutorial (Episode 48) - Opportunity Notes Record Triggered Flow
Переглядів 4836 місяців тому
Salesforce Flow Builder Tutorial (Episode 48) - Opportunity Notes Record Triggered Flow
Salesforce Flow Builder Tutorial (Episode 47) - Build Fields
Переглядів 4406 місяців тому
Salesforce Flow Builder Tutorial (Episode 47) - Build Fields
Salesforce Flow Builder Tutorial (Episode 46) - Challenge Overview
Переглядів 4666 місяців тому
Salesforce Flow Builder Tutorial (Episode 46) - Challenge Overview
Salesforce Flow Builder Tutorial (Episode 45) - Wrap Up Loop Overview
Переглядів 4706 місяців тому
Salesforce Flow Builder Tutorial (Episode 45) - Wrap Up Loop Overview
Salesforce Flow Builder Tutorial (Episode 44) - Loops in Action
Переглядів 1,2 тис.6 місяців тому
Salesforce Flow Builder Tutorial (Episode 44) - Loops in Action
Salesforce Flow Builder Tutorial (Episode 43) - Loops Overview
Переглядів 7356 місяців тому
Salesforce Flow Builder Tutorial (Episode 43) - Loops Overview
Salesforce Flow Builder Tutorial (Episode 42) - Recap
Переглядів 5376 місяців тому
Salesforce Flow Builder Tutorial (Episode 42) - Recap
Salesforce Flow Builder Tutorial (Episode 41) - Put a Flow in a Navigation Utility Item
Переглядів 7726 місяців тому
Salesforce Flow Builder Tutorial (Episode 41) - Put a Flow in a Navigation Utility Item
Salesforce Flow Builder Tutorial (Episode 40) - Lookup Component
Переглядів 1,2 тис.6 місяців тому
Salesforce Flow Builder Tutorial (Episode 40) - Lookup Component
Salesforce Flow Builder Tutorial (Episode 39) - Roll Back Element
Переглядів 6746 місяців тому
Salesforce Flow Builder Tutorial (Episode 39) - Roll Back Element
Salesforce Flow Builder Tutorial (Episode 38) - Fault Element
Переглядів 6896 місяців тому
Salesforce Flow Builder Tutorial (Episode 38) - Fault Element
Salesforce Flow Builder Tutorial (Episode 37) - Record Single Variable
Переглядів 6246 місяців тому
Salesforce Flow Builder Tutorial (Episode 37) - Record Single Variable
Salesforce Flow Builder Tutorial (Episode 36) - Screen Flow Call Script
Переглядів 7626 місяців тому
Salesforce Flow Builder Tutorial (Episode 36) - Screen Flow Call Script
Salesforce Flow Builder Tutorial (Episode 35) - Build Fields on Lead
Переглядів 5536 місяців тому
Salesforce Flow Builder Tutorial (Episode 35) - Build Fields on Lead

КОМЕНТАРІ

  • @venanciotechforce
    @venanciotechforce 2 дні тому

    Thanks again !!!!

  • @venanciotechforce
    @venanciotechforce 4 дні тому

    Thanks again

  • @venanciotechforce
    @venanciotechforce 5 днів тому

    Thanks again for sharing

  • @ConniStock
    @ConniStock 6 днів тому

    @nickfrates curious how to reassign to a queue based on criteria selected in the screen flow? Example: if user selects a specific campaign or type of product in the screen flow, when creating new record assign the new record to a product queue or marketing / data queue. 🤔

  • @venanciotechforce
    @venanciotechforce 7 днів тому

    Thanks for Sharing

  • @venanciotechforce
    @venanciotechforce 7 днів тому

    Thanks for sharing

  • @venanciotechforce
    @venanciotechforce 7 днів тому

    Thanks for sharring

  • @chrislagarde
    @chrislagarde 8 днів тому

    Terrific case study on using custom metadata in flows. Before this video custom metadata was bit of an enigma for me. Not anymore! Thank you for taking the time to post this.

  • @trevorclinard
    @trevorclinard 8 днів тому

    Nailed it, exactly what I was looking for.

  • @bobjames3677
    @bobjames3677 9 днів тому

    This is good stuff. Thank you for this, so needed and very useful.

    • @bobjames3677
      @bobjames3677 9 днів тому

      The only issue I've run into is when multiple files need to be uploaded. I'll be using this on a customer facing (public) flow, and not everyone knows how to select multiple files files in the 'select file' dialog (shift+click or ctrl+click), so if they upload one file, then another, and so on, only the last file they chose will be uploaded. Has anyone solved this?

  • @laemaison2332
    @laemaison2332 9 днів тому

    Love your videos and email newsletters. Thank you for sharing it with the world!

  • @paulmotta7019
    @paulmotta7019 10 днів тому

    This was basically what I was looking for. I need to take it a step further. As we are looking to Delete Accounts that have no Opportunities or Contacts of any kind attached to them in anyway.

  • @everardocastro6549
    @everardocastro6549 11 днів тому

    Why do we use the Add Operator instead of the Equals operator ? Thanks

  • @KenNYC212
    @KenNYC212 12 днів тому

    Same question as my other post -- can you please show how to do this on multiple *related* records (collection) without using a DML operation inside a loop? The trick is there are 2 things to loop through -- the Queues and the Tasks (or Leads, or other objects in my use case). In our case, I want to get all Leads assigned to specific queues (2 of them), then only update a Lead field on the original records that have matching related Email Message that meets a specific filter criteria (i.e. EmailMessage.LastOpenedDate < 7 days ago formula; note you can't use formulas in entry criteria in flow, making this trickier, because you can't specify it in the entry criteria). Can you please post how to do this, looping over both objects with filtered criteria, so you're only updating a subset of records related to the 1st object, or only ones that have relationships to the 2nd object (based either off a record-triggered or scheduled flow) and only performing 1 DML operation at the end outside the loop?

  • @KenNYC212
    @KenNYC212 12 днів тому

    Hi, this is pretty basic and helpful for new flow users. What I was hoping you would show would be how to loop through multiple related records, in other words a nested loop, or however this is best done in flow. For example, you want to loop through only specific Leads that meet filter criteria (without getting all 1M+ records in your database, which is very inefficient), then loop through that set again to only update ones that have a related Email Message (separate object enabled with HVS or Salesforce Inbox, but should work in other uses cases as well), then update *only* the Leads that have a *related* Email Message (ideally, you'd also want to add some logic not to iterate over the same Lead twice, as it could be one Lead to many Email Messages). When looping to avoid DML errors, I know you have to create 2 assignments inside the loop -- first to update the fields in the collection, then to add each record to a collection -- then update the collection outside the loop. Where I keep getting stuck is how you loop again on the 2nd related object, to further filter the selection, and perform a single DML only on the original object record subset, while still keeping the Get Records and Update Records for both objects outside of a loop? I have searched all over the Internet, and no one seems to explain how to do this!! Please post a video for this! Thanks :)

  • @stevebincolo
    @stevebincolo 12 днів тому

    Very Cool. Just what I was looking for!

  • @ConniStock
    @ConniStock 14 днів тому

    Thanks for taking the time to create this :30 minute video!!! I have so many ideas about meta data types… I want to store regional rates for CD’s!!! Just trying to think about what fields I will need for my new test meta data type!!! 👏🏼👏🏼🥳

  • @87kmel
    @87kmel 16 днів тому

    This video saved my day 🎉 thanks man

  • @GiaTedeman
    @GiaTedeman 17 днів тому

    metadata types are explained so well, thanks!

  • @khz258
    @khz258 18 днів тому

    Thank you

  • @edquitos
    @edquitos 18 днів тому

    Hello, first of all thank you for this. This is a really great help especially for an admin like me with no coding experience. I am trying it now but during the testing of the Apex test class I am getting an error saying assertion failed same value: null on line 103 and 47. Can you help? Ot would be greatly appreciated.

  • @borgirvspitsah7329
    @borgirvspitsah7329 22 дні тому

    neat tutorial. clear and concise

  • @GiaTedeman
    @GiaTedeman 23 дні тому

    Field IPI Name cheat sheet is very helpful!

  • @gracefullimage
    @gracefullimage 24 дні тому

    Thank you for this video!!! I did the same thing to count the number of related Opportunity and Lead fields to another record's custom field, and your debugging tip is what helped me realize I didn't really have an error!

  • @rahuluttekar6529
    @rahuluttekar6529 24 дні тому

    I have doubt here.. Why amount field is not mapped in lead to opportunity concert steps. Instead of creating new flow?

  • @DzungLongVN
    @DzungLongVN 24 дні тому

    Hi man, why does my lookup component has a help text? I didn't input a help text and I don't see anywhere to input or delete the help text

  • @NISHANTHG-e8f
    @NISHANTHG-e8f 25 днів тому

    wow! you solved my problem so easily and its working. thank you so much!

  • @corneliacannon
    @corneliacannon 25 днів тому

    I was testing my flow when I got distracted and forgot if I uploaded both my files. Is there a way to show the user the files that have been uploaded before they do a final submit?

  • @corneliacannon
    @corneliacannon 25 днів тому

    As always: Excellent tutorial. So helpful

  • @DzungLongVN
    @DzungLongVN 25 днів тому

    thanks a lot. I was stuck the entire day at the upload file part, and your video was exactly what I needed

  • @iluhaan
    @iluhaan 25 днів тому

    Thanks. Can you further filter this lookup?

  • @DaveShaw-p9h
    @DaveShaw-p9h 25 днів тому

    Brilliant! I used it to not only count the number of Related records, but the Total Value of the records too.

  • @brothrjj
    @brothrjj 26 днів тому

    Nick is the best. His Udemy Flow course was a game changer for me. Thanks for all that you do, Nick!

  • @everardocastro6549
    @everardocastro6549 27 днів тому

    God bless you, bro !!!

  • @jers1nonly
    @jers1nonly Місяць тому

    exactly what I needed! Thanks for the clear video!

  • @saviorstyles9148
    @saviorstyles9148 Місяць тому

    I wanted to express my sincere gratitude for your Salesforce Flow course on UA-cam. It was incredibly helpful, and I truly learned a lot from it. Your clear explanations and practical examples made a significant difference in my understanding. I will definitely be staying tuned for more of your content. Thank you for the valuable resources you provide.

  • @adarsh.photography1043
    @adarsh.photography1043 Місяць тому

    What if task record is created with a value in the picklist field ? That will also be a bug since ischanged is false and record won't be picked.

  • @adarsh.photography1043
    @adarsh.photography1043 Місяць тому

    Thank you so much

  • @prateekmishra2755
    @prateekmishra2755 Місяць тому

    You are the best I had the same requirement

  • @Volatile0413
    @Volatile0413 Місяць тому

    Just found your videos and coming in to Salesforce for the first time they seem very helpful. Just one question, is the environment being set up in Trailhead like a sandbox environment or will it then be used or can it be migrated to a real organization?

  • @GiaTedeman
    @GiaTedeman Місяць тому

    Simply explained data table use case and happy to see it finally embedded as a flow component!

  • @sanketpathak5802
    @sanketpathak5802 Місяць тому

    Hi , please don't zoom out the webPage too much. Stresses the eyes. Nice content so far. Thank you.

  • @LilianaBuchtik
    @LilianaBuchtik Місяць тому

    Super useful! THanks!

  • @rashmedo
    @rashmedo Місяць тому

    Hi could you show how you created the lookup component

  • @saviorstyles9148
    @saviorstyles9148 Місяць тому

    I goot this error code while finishing the flow. I'll be looking into why its not working. Get_Oldest_Contact (Get Records) -The field "AccountId" is being filtered using the Equals operator with the SObject element "$Record". "$Record" can't be a SObject.

  • @saviorstyles9148
    @saviorstyles9148 Місяць тому

    This has been incredible! Thank you so much been learning a lot!

  • @ConniStock
    @ConniStock Місяць тому

    Nick, I am confused about when to use an update record element. I have a screen flow I am trying to build that asks the user to select which form (screen) they want to complete. Consumer or Small Business choices... the user selects the choice. Would I need an update element to indentify the choice and set the record type?

  • @Endlesstac0z
    @Endlesstac0z Місяць тому

    This is slick, Thanks!

  • @user-hj3li4oz3m
    @user-hj3li4oz3m 2 місяці тому

    Super helpful! Thank you!

  • @camckillips
    @camckillips 2 місяці тому

    I want to thank you for this course! What excellent content which helped me explore in more details the flows that I was struggling with to get a better understanding. You are an excellent teacher!