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Rotive - Brian Hays
United States
Приєднався 10 лис 2019
Learn Salesforce Fast
☁️ ROTIVE COURSES
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementaiton Course: go.rotive.io/diypardotimplementation
View all courses at the Rotive Academy: go.rotive.io/academy
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✏️ View our Salesforce training courses: go.rotive.io/academy
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: www.linkedin.com/company/52153023
☁️ ROTIVE COURSES
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementaiton Course: go.rotive.io/diypardotimplementation
View all courses at the Rotive Academy: go.rotive.io/academy
-------------------------------------------------------
👉 Subscribe for Salesforce & Pardot content, best practices, how-tos, and tutorials.
✏️ View our Salesforce training courses: go.rotive.io/academy
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: www.linkedin.com/company/52153023
What is a screen flow in Salesforce?
What is an example of a screen flow in Salesforce and when should you use one? Learn more by watching our video.
▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/diypardotimplementation
→ *FREE* The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/validation-rules-course
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/academy
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: go.rotive.io/LI
▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube
🤖 LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training
⚡️ SALESFORCE COURSES:
→ The Salesforce Reporting Crash Course for Beginners: go.rotive.io/reportingcourse
→ The Pardot (MCAE) Course for Beginners: go.rotive.io/pardotcourse
→ DIY Pardot (MCAE) Implementation Course: go.rotive.io/diypardotimplementation
→ *FREE* The Salesforce Validation Rules Crash Course for Beginners: go.rotive.io/validation-rules-course
🍎 VIEW ALL COURSES AT ROTIVE ACADEMY: go.rotive.io/academy
-------------------------------------------------------
Rotive is an official Salesforce Partner that helps small businesses automate their processes.
📍 Visit our website: go.rotive.io/homepage
👍 Follow us on LinkedIn: go.rotive.io/LI
Переглядів: 400
Відео
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Переглядів 6 тис.Рік тому
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Great video! Do you know is there any way to set account owners to mass follow their account records?
This is amazing! Thanks!
Quick question: if you've gone through all of the steps to add a new section to your object, but it's not showing up after saving it, is there something that I need to do on the Lightning Record Page? Can you point me in the right direction? Thanks!
Great vid. Always a pain to remember to remember to add the account type to the profile - 5:15.
@Rotive. I did try this flow and it works perfectly fine with the admin user. But when another user tries the flow they get the message "Insufficient privileges". I gave them access to both objects that are in this flow but don't know what else I can do. Would appreciate if you have any idea.
This is great! Thankyou so much for creating!
Wow, how do you get your pages to load so fast as you navigate through records, set up, etc? I have found navigation within lightning to load so slowly.
@Brian - I am working with a screen flow where I would like users to request permission sets to add to a user. Is there a way to add a screen flow component that allows users to multi-select permission sets from a list of all the available permission sets? I don't want to then automatically assign those permission sets, I just want to create a list where users can select them. Is this possible?
This was great! Thank you! I have a question. What if an opportunity shows up multiple times on a from stage because it has gone in and out of that stage a few times. Shouldn't we account for that in the conversion? If the Unique Opportunity count for each stage is less that the row count in each stage should we still use the RowCount for conversion?. If not, and we should use a unique count, how would one go about doing that?
Thanks for this! Just spent an hour scratching my head as nothing was working
Thanks for the great explanation!
Thank you so much for this video, which was absolutely amazing and eye-opening. I am working towards my admin certification and as part of my own practice and willingness to show my new employer that I know some stuff how do I build my own company details or what do I need to do to create my own fictitious company so I can present that to an employer or to somebody who’s doing the interview for me
Thank you so much for your video. Your video is helping to do my users tory today ❤❤
At last you commented on the master details relationship on the details object..I think that was misspelt...But no worries the concept explanation was concrete enough enough
thank you so much, the way that you speak english (slow, calm and nature) helps me to easy to understand. I needed exact what you do in this video :) thank you so much :)
Glad it was helpful! Thank you for the comment.
Awesome, just implemented this for the first of potentially many use cases. Thank you!
Fantastic!
Sir active checkbox are not in use it doesn't in activate ehat we have to do now sir plz reply
Hey there, I'm not sure I understand. Are you saying the Active checkbox is currently unchecked? That would just mean they are an inactive user. You'll be able to check that box again if you have an available license for the user.
@@Rotive sir how I need to check the box sir it doesn't allow me to remove the tick mark in active
Hi Brian. This is an awesome video. Thank you! What are the impacts of creating the roll-up directly in the flow (using Get Record, Loop, Assignment, Update Record) instead of using a subflow? I'm trying to understand why using a subflow for counting the roll-up might be a better strategy.
Hey Noelfry, the only difference here is your efficiency. I don't think there is a difference to the system if you build the logic directly through your primary flow or call it through a subflow. The benefit to use is not having to repeat yourself if you want to use this same logic in multiple places and if you want to update that logic at some point in the future. If you repeated that same logic in a screen flow and multiple record triggered flows and a scheduled flow, you'd have to update it in each place any time you wanted to make a change.
thank you! I couldn't find it and it was driving me nuts!
Been there!
This is inaccurate :( send reputations are carried by your send IP and domain
Thanks for the comment! You're right that your sending reputation is determined by your IP and Domain. When you send an email from Salesforce's server, you're using their IP vs. Gmail or Outlook's IP. Most Salesforce users I talk to haven't properly set up their DNS to send from Salesforce's servers with hurts deliverability. Even if you do have that set up properly, I've found that emails sent from CRMs like Salesforce are viewed with more scrutiny than emails send from dedicated email service providers. My theory is that good sending practices aren't enforced to the same degree, so more SPAM gets through hurting the shared IPs reputation and therefore hurting your deliverability. What do you think?
@@Rotivecorrect! I always advise my clients to invest in a dedicated IP if the sends are that important. Albeit it doesn’t altogether remove risk but makes a big difference to reduce them. I’m still a fan of the content - keep doing what you do!
Is there a way to include time period in the chart that have 0 records? I have a 12 month report, but certain times some months have no data, I'd prefer if they showed in the chart as 0, instead of not showing at all. It can be deceptive when it doesn't show at all, and you can almost overlook the lack of 0.
I've cookies problem as well as allow access to domain .
Thanks Brain
Excellent! Finally I understand the difference. Thanks for your video!
So glad it was helpful! Thank you for the comment
How can I change the stages in the kanban view? I dont need all the preset ones..
Hi do the field data type detect automatically while mapping?
Great, I used this to concatenate up to 70 field values to a Policy Detail field if they were not blank. I then only had to update one field on the Policy object flow!
How can I make it so that the loop updates the quantity but doesn’t add the new quantity? For example, my quantity is going from 1 to 2 and instead of the asset quantity updating to 3, I just want to capture the 2. Should the operator be something different?
This is not working for me. It does not recognize my Get File action. It just says no data. Any idea why this might be?
A bit late but I have a question about an email campaign that I can't seem to get a clear answer on. We receive leads from an RFI form, so people have opted in. We don't have access to Marketing Cloud. Is there a way to trigger a drip campaign but still allow opting out if people decide? Or do I need to use an appexchange app?
Sir, Please let me know how to delete a autolaunch flow?
How would you go about hiding the email composer once the Send button has been clicked?
This is probably one of the greatest tutorials about creating apps in Salesforces, very clear... ty so much.
Hey there! Quick question: if a Contact or Account has multiple opportunities (let's call them A and B), is it possible to see updates made in opportunity A reflected in opportunity B? By the way, great video!
How Do I use this on a computer instead of a phone has any one got this to work yet?
What's the "Total Price = null" work around really doing? Im looking into implementing product schedules, but im getting an exponential increase in price opp over opp. Is there a work around to make sales price of the new opp products = prior total / 12?
how do you get the record count column?
Thanks for the video! Whats my best option to keep the schedule start dates inline with a custom billing start date field? We always bill on the first of the month for recurring subscriptions. Should I use a flow? Is there a more efficient way to add logic to the schedule start date default?
How would you go about removing the "," at the end of the collection variable?
Great video Brian. Very helpful.
I spent 30 minutes on this and didn't have any luck. Thank you for the tutorial, so easy to do yet it's a bit difficult to know that user checkbox was the solution. Saved me a lot of time!
What if I can't see the SAVE AS button? I have the system profile with manage report permission
Hello! I deployed this in my org. I added the scanner to a repeater, created a loop and a collection variable to collect the scans and feed them into a note. The note is then saved on my object will all the data. However, I am having a hard time creating a line break between the data. How would I do so?
well detailed video, thanks champ :)
how can we add payment details inside qr code for customers to make payments?
why i can not do this in cases?
Great tutorial! Thank you, Brian!
You sir, are a legend. Subscribed
Very detailed and informative explanation. Loved it.
Curious what the use-case is, I don't quite understand why one would choose an unreportable Notes object as opposed to a reportable Notes field? It seems like it should have been considered a different type in Files rather than it's own Notes object. Since each individual note is a file, I imagine it's like an email conversation but instead of of seeing it in one email, you get several download files that you have to open to read each message. It just doesn't seem very "note" like?