Rotive - Brian Hays
Rotive - Brian Hays
  • 245
  • 1 382 857
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
Переглядів: 400

Відео

How to Update Existing Asset Quantities with Salesforce Flow
Переглядів 6203 місяці тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to scan and generate QR codes in Salesforce. 📺 Creating Assets with Salesforce Flow: ua-cam.com/video/IMArt1j16eY/v-deo.html 📺 How to Create Multiple Assets Equal to a Line Item's Quantity: ua-cam.com/video/_M5BLHYtq...
How to Create Multiple Assets Equal to a Line Item's Quantity
Переглядів 5574 місяці тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to create an event RSVP form with Pardot (Marketing Cloud Account Engagement). 📺 Creating Assets with Salesforce Flow: ua-cam.com/video/IMArt1j16eY/v-deo.html Learn how to create multiple assets equal to a line item'...
How to Create an Event RSVP Form in Pardot (Account Engagement)
Переглядів 6365 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to create an event RSVP form with Pardot (Marketing Cloud Account Engagement). ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SAL...
Scan and Generate QR Codes in Salesforce
Переглядів 1,7 тис.5 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to scan and generate QR codes in Salesforce. Barcode Scanner Flow Component: unofficialsf.com/from-josh-dayment-barcode-scanning-component-for-flow/ QR Code Generator: goqr.me/api/ ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL:...
Why Am I Not Getting Chatter Emails?
Переглядів 4905 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn why you're not getting chatter email notifications. ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SALESFORCE COURSES: → The Salesfor...
Create Tasks When a Task is Completed Using Salesforce Flow
Переглядів 1,2 тис.5 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to automatically create tasks when a task is completed using Salesforce Flow. ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SALE...
How to Create Recurring Payments for Subscriptions in Salesforce Flow
Переглядів 5926 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to create recurring payment records for subscriptions in Salesforce Flow. This video builds on our older video that shows you how to create the payment custom object: ua-cam.com/video/mKPS4o2AuP8/v-deo.html ▶️ SUBSCR...
Custom Flow Solution: Warn Sales of Price Changes
Переглядів 5007 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to build a Salesforce flow that will warn your salespeople when prices change. ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SAL...
How to Create Dynamic Links in Salesforce
Переглядів 9447 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to create dynamic links in Salesforce. ▶️ 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 Report...
New Phone Locked Out of Salesforce Help
Переглядів 4347 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Did you get a new phone and are now locked out of Salesforce? We're here to help. ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SALESFORCE...
What Do Salesforce Admins Do?
Переглядів 5579 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training What do Salesforce admins do? Watch to learn more. ▶️ 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 Repo...
3 Surprising Things I Wish I Knew as a Beginner Salesforce Consultant
Переглядів 4379 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Our 3 tips for new Salesforce consultants. ▶️ 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 Cr...
How to Trigger a Salesforce Flow from a Converted Lead
Переглядів 2,8 тис.9 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to trigger a Salesforce Flow from a converted lead. ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SALESFORCE COURSES: → The Sale...
How to Combine Salesforce Flows to Not Go Over Your Limits
Переглядів 8529 місяців тому
⭐️ Want to use Salesforce Flow to automate your business? Join our 2-day live class next week! Use coupon code “UA-camSUB15” to save 15%. www.rotive.io/live-flow-training Learn how to combine Salesforce Flows to not go over your flow limits! ▶️ SUBSCRIBE TO OUR UA-cam CHANNEL: go.rotive.io/youtube LIVE SALESFORCE FLOW CLASSES: go.rotive.io/live-salesforce-flow-training ⚡️ SALESFORCE COURSES: →...
Salesforce Flow: Copy Billing Address to Shipping Address
Переглядів 1,6 тис.9 місяців тому
Salesforce Flow: Copy Billing Address to Shipping Address
Fix Your Stage Probability in Salesforce
Переглядів 1,9 тис.11 місяців тому
Fix Your Stage Probability in Salesforce
How to Schedule a Salesforce Flow Monthly
Переглядів 2,5 тис.Рік тому
How to Schedule a Salesforce Flow Monthly
How to Trigger a Salesforce Flow on Deletion
Переглядів 1,6 тис.Рік тому
How to Trigger a Salesforce Flow on Deletion
List View Screen Flows in Salesforce
Переглядів 5 тис.Рік тому
List View Screen Flows in Salesforce
How to Use Record Types in Salesforce Flows
Переглядів 10 тис.Рік тому
How to Use Record Types in Salesforce Flows
Keep Data Up to Date with Conditional Screen Flows in Salesforce
Переглядів 1,2 тис.Рік тому
Keep Data Up to Date with Conditional Screen Flows in Salesforce
Track Your Sales Handoff with Campaign Statuses in Salesforce
Переглядів 642Рік тому
Track Your Sales Handoff with Campaign Statuses in Salesforce
Edit Emails Before Sending with Salesforce Flow
Переглядів 3,4 тис.Рік тому
Edit Emails Before Sending with Salesforce Flow
Build a Project Management App in Salesforce (Tutorial)
Переглядів 13 тис.Рік тому
Build a Project Management App in Salesforce (Tutorial)
Create a Note with Salesforce Flow
Переглядів 6 тис.Рік тому
Create a Note with Salesforce Flow
Update an Account When All Opportunities are Won with Salesforce Flow
Переглядів 2,8 тис.Рік тому
Update an Account When All Opportunities are Won with Salesforce Flow
Send Email Attachments With Salesforce Flow
Переглядів 14 тис.Рік тому
Send Email Attachments With Salesforce Flow
How to Set Up the Pardot Tracker Domain (DNS Entries)
Переглядів 4,7 тис.Рік тому
How to Set Up the Pardot Tracker Domain (DNS Entries)
Create an HTML Table of Related Records in Salesforce Flow
Переглядів 6 тис.Рік тому
Create an HTML Table of Related Records in Salesforce Flow

КОМЕНТАРІ

  • @claire_lu1219
    @claire_lu1219 3 години тому

    Great video! Do you know is there any way to set account owners to mass follow their account records?

  • @AJ-kx2iu
    @AJ-kx2iu 9 годин тому

    This is amazing! Thanks!

  • @aliearteffects3850
    @aliearteffects3850 День тому

    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!

  • @matthewstephenbrown
    @matthewstephenbrown 2 дні тому

    Great vid. Always a pain to remember to remember to add the account type to the profile - 5:15.

  • @BleraLatifi
    @BleraLatifi 6 днів тому

    @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.

  • @Alpha6Alpha7
    @Alpha6Alpha7 6 днів тому

    This is great! Thankyou so much for creating!

  • @DavidCrump-o7z
    @DavidCrump-o7z 7 днів тому

    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.

  • @RRJ-COHCPF
    @RRJ-COHCPF 7 днів тому

    @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?

  • @JenniferCorbitt-Woods
    @JenniferCorbitt-Woods 8 днів тому

    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?

  • @dirtydoggey
    @dirtydoggey 10 днів тому

    Thanks for this! Just spent an hour scratching my head as nothing was working

  • @MyUserName0027
    @MyUserName0027 10 днів тому

    Thanks for the great explanation!

  • @masoodjamily
    @masoodjamily 10 днів тому

    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

  • @shalimask1095
    @shalimask1095 13 днів тому

    Thank you so much for your video. Your video is helping to do my users tory today ❤❤

  • @shubhampandey9514
    @shubhampandey9514 13 днів тому

    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

  • @nicksts1
    @nicksts1 14 днів тому

    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 :)

    • @Rotive
      @Rotive 14 днів тому

      Glad it was helpful! Thank you for the comment.

  • @billmaurerbb
    @billmaurerbb 15 днів тому

    Awesome, just implemented this for the first of potentially many use cases. Thank you!

    • @Rotive
      @Rotive 14 днів тому

      Fantastic!

  • @kodampalliakhila856
    @kodampalliakhila856 15 днів тому

    Sir active checkbox are not in use it doesn't in activate ehat we have to do now sir plz reply

    • @Rotive
      @Rotive 14 днів тому

      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.

    • @kodampalliakhila856
      @kodampalliakhila856 14 днів тому

      @@Rotive sir how I need to check the box sir it doesn't allow me to remove the tick mark in active

  • @NoelfryVeras-m2n
    @NoelfryVeras-m2n 16 днів тому

    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.

    • @Rotive
      @Rotive 14 днів тому

      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.

  • @yellowrapture929
    @yellowrapture929 22 дні тому

    thank you! I couldn't find it and it was driving me nuts!

    • @Rotive
      @Rotive 14 днів тому

      Been there!

  • @KickItWithFu
    @KickItWithFu 22 дні тому

    This is inaccurate :( send reputations are carried by your send IP and domain

    • @Rotive
      @Rotive 14 днів тому

      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?

    • @p4yfu
      @p4yfu 14 днів тому

      @@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!

  • @chaovizua
    @chaovizua 23 дні тому

    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.

  • @nagaskandakumar
    @nagaskandakumar 23 дні тому

    I've cookies problem as well as allow access to domain .

  • @blap5630
    @blap5630 23 дні тому

    Thanks Brain

  • @AliciaSoriano-j8d
    @AliciaSoriano-j8d 24 дні тому

    Excellent! Finally I understand the difference. Thanks for your video!

    • @Rotive
      @Rotive 24 дні тому

      So glad it was helpful! Thank you for the comment

  • @DagHolmen
    @DagHolmen 24 дні тому

    How can I change the stages in the kanban view? I dont need all the preset ones..

  • @lucascruze416
    @lucascruze416 Місяць тому

    Hi do the field data type detect automatically while mapping?

  • @mikefleming9950
    @mikefleming9950 Місяць тому

    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!

  • @TrishValladares
    @TrishValladares Місяць тому

    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?

  • @kentfidler5922
    @kentfidler5922 Місяць тому

    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?

  • @dhc
    @dhc Місяць тому

    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?

  • @AayushKumar-ih4yb
    @AayushKumar-ih4yb Місяць тому

    Sir, Please let me know how to delete a autolaunch flow?

  • @kellenkirby5294
    @kellenkirby5294 Місяць тому

    How would you go about hiding the email composer once the Send button has been clicked?

  • @alensamuelvillasenor7637
    @alensamuelvillasenor7637 Місяць тому

    This is probably one of the greatest tutorials about creating apps in Salesforces, very clear... ty so much.

  • @ManuelVillalobos10
    @ManuelVillalobos10 Місяць тому

    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!

  • @russholt5124
    @russholt5124 Місяць тому

    How Do I use this on a computer instead of a phone has any one got this to work yet?

  • @jacobmaxin5477
    @jacobmaxin5477 Місяць тому

    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?

  • @christopherwirt8504
    @christopherwirt8504 Місяць тому

    how do you get the record count column?

  • @jacobmaxin5477
    @jacobmaxin5477 Місяць тому

    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?

  • @kellenkirby5294
    @kellenkirby5294 Місяць тому

    How would you go about removing the "," at the end of the collection variable?

  • @brendanmahoney3881
    @brendanmahoney3881 Місяць тому

    Great video Brian. Very helpful.

  • @spenserk73
    @spenserk73 Місяць тому

    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!

  • @MariCarmenGarciaRamiro
    @MariCarmenGarciaRamiro Місяць тому

    What if I can't see the SAVE AS button? I have the system profile with manage report permission

  • @MichelleP1991
    @MichelleP1991 Місяць тому

    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?

  • @NophewOlabinjo-fe8uk
    @NophewOlabinjo-fe8uk Місяць тому

    well detailed video, thanks champ :)

  • @Akashgirii
    @Akashgirii Місяць тому

    how can we add payment details inside qr code for customers to make payments?

  • @joeltimajo7979
    @joeltimajo7979 Місяць тому

    why i can not do this in cases?

  • @ponvaskon
    @ponvaskon Місяць тому

    Great tutorial! Thank you, Brian!

  • @Chelsea_Ranger
    @Chelsea_Ranger Місяць тому

    You sir, are a legend. Subscribed

  • @SivakrishnaKorlam
    @SivakrishnaKorlam Місяць тому

    Very detailed and informative explanation. Loved it.

  • @808ASIANKID808
    @808ASIANKID808 Місяць тому

    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?