![Employed for Good](/img/default-banner.jpg)
- 38
- 149 431
Employed for Good
United States
Приєднався 3 вер 2019
Tech tips & tutorials, with social good in mind. These days, focused on Salesforce.
Originally inspired by the blog over at employedforgood.com
Originally inspired by the blog over at employedforgood.com
Collection Choice & Record Choice Sets Explained | Salesforce Flow
A brief overview on the difference between two choice set types in Salesforce Flow: Collection Choice Sets & Record Choice Sets
00:00 Intro
01:25 Screen Flow Example
01:40 Collection Choice Set
04:11 Record Choice Set
05:48 Recap
ADDITIONAL LINKS:
Collection Choice Sets (Salesforce Help) - help.salesforce.com/s/articleView?id=sf.flow_ref_resources_collectionchoice.htm&type=5
Record Choice Sets (Salesforce Help) - help.salesforce.com/s/articleView?id=sf.flow_ref_resources_recordchoice.htm&type=5
00:00 Intro
01:25 Screen Flow Example
01:40 Collection Choice Set
04:11 Record Choice Set
05:48 Recap
ADDITIONAL LINKS:
Collection Choice Sets (Salesforce Help) - help.salesforce.com/s/articleView?id=sf.flow_ref_resources_collectionchoice.htm&type=5
Record Choice Sets (Salesforce Help) - help.salesforce.com/s/articleView?id=sf.flow_ref_resources_recordchoice.htm&type=5
Переглядів: 1 105
Відео
How to Choose a 'Report Type' in Salesforce
Переглядів 1356 місяців тому
A quick explanation on Salesforce Report Types: how they work, and how to choose the correct type when building a Salesforce report based on the objects and fields needed
How to Use Summary Formulas in Salesforce Reports (Intro)
Переглядів 3,3 тис.7 місяців тому
An overview of Summary Formulas in Salesforce reports: how they work, what's required, and how to set one up using the Opportunity Amount example from the Salesforce Help Site: help.salesforce.com/s/articleView?id=sf.reports_builder_fields_formulas.htm&type=5 Related Formula Videos: (Beginner): Compare Salesforce Report Groups with PREVGROUPVAL 👉ua-cam.com/video/DjwYXF_Cox0/v-deo.html (Beginner...
How to Build Salesforce Reports using the Report Builder
Переглядів 1317 місяців тому
A very basic intro for those new to Salesforce Reports. We'll cover the steps to building a Salesforce Report and the key pieces you should know, from Report Types, to the different panes in the Report Builder, to the run page 00:00 Intro 00:13 #1 - Choose Report Type 00:35 #2 - The Report Builder 00:44 - Filter Pane 01:04 - Outline Pane 01:34 - Preview Pane 01:50 - #3 - Save & Run 02:07 - #4 -...
Salesforce | Use PREVGROUPVAL in Summary & Matrix Reports
Переглядів 7617 місяців тому
A deeper look at how to use PREVGROUPVAL in Salesforce summary and matrix reports. Includes a thorough review of the formula syntax, practice using the formula, and examples for how to use the formula for a real business use case (like calculating the difference or % change over time!) 00:00 Intro 00:31 Formula Syntax Review 02:43 Practice # 1 - Summary Reports 06:34 Practice # 2 - Summary Repo...
Salesforce | Use PARENTGROUPVAL in Matrix Reports (Deep Dive)
Переглядів 9868 місяців тому
A deeper look at how to use PARENTGROUPVAL in Salesforce matrix reports (that have row groupings AND column groupings). Includes a thorough review of the formula syntax, practice using the formula, and examples for how to use the formula for a specific business use case 00:00 Intro 00:45 Formula Syntax Review 02:08 Formula Practice 08:02 Business Use Case 1 11:13 Business Use Case 2 14:04 Busin...
Salesforce | Use PARENTGROUPVAL in Summary Reports (Deep Dive)
Переглядів 2,2 тис.8 місяців тому
A deeper look at how to use PARENTGROUPVAL in Salesforce summary reports (that have multiple row groupings). Includes a thorough review of the formula syntax, practice using the formula, and examples for how to use the formula for a specific business use case 00:00 Intro 00:40 Formula Syntax Review 02:15 Formula Practice 10:22 Business Use Case 1 13:23 Business Use Case 2 15:40 Business Use Cas...
Salesforce Record-Triggered Flows Explained
Переглядів 4708 місяців тому
Brief overview on record-triggered Flows in Salesforce, how they're triggered, and when to use! Plus two examples 00:00 Intro 01:45 When to Use 03:11 Example 1 06:33 Example 2
How to Use Cross Filters in Salesforce Reports
Переглядів 1,5 тис.Рік тому
A quick overview on how cross filters work in Salesforce, using the "with" and "without" operator. 00:00 Overview of Cross Filters 01:20 Example 1: Accounts with any Cases 02:27 Example 2: Accounts with Open Cases 03:50 Example 3: Accounts without Cases 04:54 Example 4: Accounts without Open Cases 06:45 Cross Filters vs Report Types For a structured & deeper dive on Salesforce reports, check ou...
How to Group Dates in Salesforce Reports | Quarterly, monthly, annually, etc...
Переглядів 4,5 тис.Рік тому
Quick walkthrough on how to group date fields/columns in Salesforce reports. Learn to show date data in specific increments: like weekly, monthly, quarterly and annually. 00:00 Set date increments for row groupings 01:49 Set date increments for column groupings 02:36 Workaround for showing grouped & literal dates For a structured & deeper dive on Salesforce reports, check out the beginner cours...
Salesforce Explained : What it Is & How it Works (for Beginners & Job Seekers)
Переглядів 146Рік тому
This video is for beginners & newbies, to better understand Salesforce. We'll cover (at a very basic level) what the Salesforce platform is, how it works, and what it means for organizations to use it. If you're a nonprofit or other organization considering implementing a new CRM, or curious about switching into a Salesforce career, this video will highlight what you're in for! 00:00 Intro 00:2...
Salesforce Flow $Record (Global Record Variable) Explained
Переглядів 1,7 тис.Рік тому
Made with beginners in mind, we'll cover what exactly the Global Record Variable is, how it works in record-triggered and schedule-triggered Flows. We'll also cover how to debug for those variables. 00:00 Intro 02:03 Debug $Record in Record-Triggered Flows 02:30 How I Debug $Record in Schedule-Triggered Flows HELPFUL LINKS 👏: Flow Resource: Global Variables help.salesforce.com/s/articleView?id=...
Salesforce Flow Assignment Element Explained
Переглядів 4,3 тис.Рік тому
*Correction to 1:45. The two DML elements are CREATE Records or UPDATE Records (not GET Records, sorry about that!) Made with beginners in mind, we cover how the Assignment Element works in Salesforce Flow. We'll also cover two examples. In the first example, we use an Assignment to update a record in a Before-Save record triggered flow. In the second example, we'll use an Assignment element to...
Salesforce Flow Decision Element Explained
Переглядів 2,5 тис.Рік тому
Salesforce Flow Decision Element Explained
Salesforce Flow *Record Collection Variables* Explained
Переглядів 21 тис.2 роки тому
Salesforce Flow *Record Collection Variables* Explained
Salesforce Flow *Collection Variables* Explained | Text String Example
Переглядів 4,3 тис.2 роки тому
Salesforce Flow *Collection Variables* Explained | Text String Example
How to Use Weekdays & Weekends in Salesforce Formulas (Beginner)
Переглядів 6 тис.2 роки тому
How to Use Weekdays & Weekends in Salesforce Formulas (Beginner)
Compare Salesforce Report Groups with PARENTGROUPVAL (Beginner)
Переглядів 11 тис.2 роки тому
Compare Salesforce Report Groups with PARENTGROUPVAL (Beginner)
How to Delete Apex From Salesforce as an Admin
Переглядів 2,2 тис.2 роки тому
How to Delete Apex From Salesforce as an Admin
How to use the Google Jamboard *Free* App (6 min)
Переглядів 1,4 тис.2 роки тому
How to use the Google Jamboard *Free* App (6 min)
Salesforce Flow *Record Variables* Explained | Use To Create New Records
Переглядів 4 тис.2 роки тому
Salesforce Flow *Record Variables* Explained | Use To Create New Records
Salesforce Flow Variables Explained | Counter Variable Example
Переглядів 2,2 тис.2 роки тому
Salesforce Flow Variables Explained | Counter Variable Example
Salesforce Flow Loops Explained | Use to Create Multiple Records
Переглядів 13 тис.2 роки тому
Salesforce Flow Loops Explained | Use to Create Multiple Records
Compare Salesforce Report groups with PREVGROUPVAL (Beginner)
Переглядів 9 тис.2 роки тому
Compare Salesforce Report groups with PREVGROUPVAL (Beginner)
Salesforce Flow & Process Builder Comparison| What to Know to Migrate
Переглядів 1,4 тис.2 роки тому
Salesforce Flow & Process Builder Comparison| What to Know to Migrate
Before Save & After Save Explained: Salesforce Flow (4 min)
Переглядів 1,6 тис.2 роки тому
Before Save & After Save Explained: Salesforce Flow (4 min)
How to Build Monthly (or User-Scheduled) Salesforce Flows
Переглядів 2,9 тис.2 роки тому
How to Build Monthly (or User-Scheduled) Salesforce Flows
How to Quickly Translate Lots of Text (using Google Sheets)
Переглядів 3913 роки тому
How to Quickly Translate Lots of Text (using Google Sheets)
How to Organize Your Org's Email Marketing Campaign in Asana
Переглядів 1,5 тис.3 роки тому
How to Organize Your Org's Email Marketing Campaign in Asana
How to Quickly Clean a Messy Spreadsheet (10 min)
Переглядів 8343 роки тому
How to Quickly Clean a Messy Spreadsheet (10 min)
Exactly what I needed. Thank you!!!
HELP PLEASE - New Case Date is not working as its not giving due date as workdays, it gives due date as weekend also IF( ISBLANK(NewCaseDate__c), /* Calculation using CreatedDate */ DATE( YEAR(DATEVALUE(CreatedDate)), MONTH(DATEVALUE(CreatedDate)), DAY(DATEVALUE(CreatedDate)) + FLOOR((Days_To_Respond__c + CASE(MOD(DATEVALUE(CreatedDate) - DATE(1900, 1, 7), 7), 0, 1, 6, 2, 0 ) ) / 5) * 7 + MIN( MOD(Days_To_Respond__c + CASE(MOD(DATEVALUE(CreatedDate) - DATE(1900, 1, 7), 7), 0, 1, 6, 2, 0 ), 5), 5 ) ) + CASE( MOD(DAY(DATEVALUE(CreatedDate)) + Days_To_Respond__c, 7), 6, 2, /* If Saturday, add 2 days to get Monday */ 0, 1, /* If Sunday, add 1 day to get Monday */ 0 /* Otherwise, no additional days */ ), /* Calculation using NewCaseDate__c */ DATE( YEAR(NewCaseDate__c), MONTH(NewCaseDate__c), DAY(NewCaseDate__c) + FLOOR((Days_To_Respond__c + CASE(MOD(NewCaseDate__c - DATE(1900, 1, 7), 7), 0, 1, 6, 2, 0 ) ) / 5) * 7 + MIN( MOD(Days_To_Respond__c + CASE(MOD(NewCaseDate__c - DATE(1900, 1, 7), 7), 0, 1, 6, 2, 0 ), 5), 5 ) ) + CASE( MOD(DAY(NewCaseDate__c) + Days_To_Respond__c, 7), 6, 2, /* If Saturday, add 2 days to get Monday */ 0, 1, /* If Sunday, add 1 day to get Monday */ 0 /* Otherwise, no additional days */ ) )
How would this work if your record collection variable has over 1,000 records in it? Would you use the “Choice Lookup” screen Flow component?
I haven't actually used it yet, but my guess is that you wouldn't be able to do more than the 1K with a choice lookup >> help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_choice_lookup_ga.htm&release=244&type=5
@@employedforgood I tried it out for myself and it worked. Seems like the limit in the Salesforce documentation has to do with the display of possible choices. I think before this Choice Lookup input component came out, we could only do this using the “Quick Lookup” component from UnofficialSF. But it’s better for me to use standard Salesforce features when possible.
This is really helpful, however how would you only apply the last example to calculate for each group - for instance the CY2017 values only calculate based upon the 2017 fiscal periods, without being impacted by the 2016 fiscal period? i.e how to force q3-2017 to give an empty value as there's no prior 2017 value.
Thanks for the feedback, I'm glad to hear it! To answer your question - if I'm understanding correctly, I believe you would use a plain summary formula (so not PARENTGROUPVAL nor PREVGROUPVAL, since those are specifically for being able to work across groupings). Unless I'm misunderstanding how you'd like the calculation to run
Your videos are amazing! Thank you so much for the detailed explanations and examples.
Glad they can be of help!
A fantastic way of explaining. I found it very useful.
Thank you for the comment, I'm glad to hear it!
Hey ! Thx you for all the videos it’s really helpful I’d like to know if there is any way how to do a report to get lifetime of the open and closed tasks ? Thank you
Hello there! An 'Activities' report should do it, with the filter set to All Time (based on Created Date)
this is great; keep them coming.
Really good quality delivery on your part. Many should learn from you on how to teach. I can only assume there is a team behind you.
This looks like my starting place! What would the formula be to have the DATE plus 3 business days? Thanks
Hi there - sorry for the delay! But short version, it would be the baseline CASE function from the start of the video, nested in an IF statement. Let's call the formula from the video 02:14 <<CASE FUNCTION>>. To return the date + 3 business days, this is the logic: - If <<CASE FUNCTION>> returns a weekday, add 3 days - If <<CASE FUNCTION>> returns Saturday, add 5 days Otherwise, if it's Sunday, add 4 days. So it would look something like this: IF( <<CASE FUNCTION>> <=4, <<CASE FUNCTION>> + 3, IF( <<CASE FUNCTION>> =5, <<CASE FUNCTION>> + 5, <<CASE FUNCTION>> + 4 )))
setup my report nearly identical to the example provided but returning null values for my parentgroupval calculated field. test runs valid.
Sorry for the delay, Doug! Hopefully you figured out the issue by now, since it's hard to troubleshoot without seeing the formula. But in my experience, I've found it's typically an issue with the grouping level or display.
Absolutely brilliant, was struggling with loops and updating the records outside the loop, thank you for this.
Thanks for the comment, glad to hear it helped!
Agreed with last comment. This is one of the best videos I've seen really explain the functions and logic, step by step building on the previous and even what happens when you change a variable. Fabulous!
Thanks so much, really glad to hear it!
How can you edit the collection variable text string formatting? For example, I don't want the brackets to show on the field, just comma separated values
There's no clean or easy way I know of to do this. You'd basically have to use one or more formulas in Flow, to force edit out those brackets.
What is the formula in the Date_LastMonth date variable?
CASE( MONTH({!$Flow.CurrentDate}), 1,DATE(YEAR({!$Flow.CurrentDate})-1,12,1), DATE(YEAR({!$Flow.CurrentDate}),MONTH({!$Flow.CurrentDate})-1,1) ) Case formula that looks at the month # value for the current/flow run date. If the month is 1 (January), then returns December 1 of the previous year Otherwise, returns the 1st of the previous calendar month
@@employedforgood thanks for responding!
This is the most, and only, helpful video I've found on Cross Filters - thank you! However, I have one follow on question - that might not be possible. How do you, at 5:42, only have point #2. I.e Accounts with only closes cases? Could this be done with the filters, or should the 'accounts with no cases' be removed some other way?
Hello & thank you for the kind comment! To get a report that only shows closed cases - you would add that closed logic (ex. 'Closed' = TRUE) as a filter within the filter pane. So, no cross filters needed in that case!
This is great information, thanks! 😊
This is the video that finally got single record variables and record collections for loops to sink into my brain. THANK YOU!!!
That is so awesome once it finally happens! Thank you for letting me know, I’m glad to hear it!
Thank you for this - really helpful examples!
Wow, this is just the best explanation of a mystery that bothered me for many years!. I like how you broke it down into different steps and showed incrementally how the formulas worked!
Awesome, thanks so much!! Glad to help unravel the mystery ^_^
This was super helpful, and helped me figure out a formula I was struggling with. Thanks!!!
Awesome, so glad to hear it!
Hi i love your videos. I just want to understand this filter "Account without Cases" & "Closed = False" ? Why is it showing closed cases still when the Boolean is False for Closed field? It seems it should be "Closed = true" then. The "Closed = False" is so tricky. Hope to hear from you. Thank youuu
Hi there - thanks for your patience getting back to this! I'm guessing this is about the cross filter example at 5:05. Hopefully what follows answers your question. The "Closed" boolean field on a case record is basically asking "Is this case closed?" So TRUE means that it is closed, FALSE means that it's not/ the case is still open. From there: 1) Our report type is 'Accounts', which means our report results will only show Account field data (not cases). I wasn't sure from your question whether this was clear 2) Our 'Accounts Without Cases' filter is going to show only Accounts without ANY cases, that then meet the subsequent filter criteria 3) Our Closed = FALSE filter applies to Cases that are still open So when we step back, the entire cross filter is searching for Accounts without cases, where the Closed status is false (AKA, Accounts Without Open Cases). That leaves two possibilities which are outlined at 5:39; Accounts that have no case history, and accounts that only have closed cases linked NOW if we had set up a cross filter that shows "Accounts With Cases" where "Closed = True", that might seem like it should be the same thing. But in reality, that would only show us Accounts with Case history, where at least 1 case is closed. This is one of those things that's easier to "see" than it is to explain. But I agree that it is confusing....I'd suggest practicing and trying to "see" it for yourself in the report results that you get.
@@employedforgood Thank you so much, I get it now. So the first filter is "Accounts without Open Cases" and the second filter is Closed = False ( which this filter could pull cases that are still open). But since it is contradicting to the first filter, then it will still show "Accounts without Cases" but this time with a Case that has a "Closed" status instead! Iloveit now I can sleep :D thanks for accommodating my question, you are the best!
Thank you for this tutorial ❤ please don't get tired of sharing your knowledge in Salesforce. We greatly appreciate your work.
Thanks for this! Crystal clear breakdown. Question for you; how do you have Opportunity records with fiscal years going back to 2015? Is that simply how long your dev org has been around? I did not know you could actually alter the fiscal year of Opportunity records in Salesforce. Do you mind expanding on how one does that? Thanks!
Hey there! No, definitely haven't had the same dev org since 2015 lol. The Fiscal Period field is just based on the Close Date: so changing that should also change the Fiscal Period calculation
This was awesome, thanks so much!
Great Video, thanks.
I am struggling to understand flows and your vedios give a lot if clarity. Thank you!
Thank you, I’m glad to hear it!
This is exactly what I was trying to do! Thanks so much!
I loved your video so much - teaching, not by showing the end report, but showing how you got there. It's so much more helpful to know the why of the what!!! 5-star.
Thank you for the comment, I’m glad to hear it!
Awesome video! Question. Is it possible to show the percentage change values in the dashboard?
Thanks, much appreciated! Not sure what you mean by the dashboard question. Are you asking if it's possible to show the formula result in a general Salesforce dashboard (not shown in this video)?
Way easier to understand than the Salesforce documentation, that's for darn sure!
Ha thanks, much appreciated!
Thank you! Yes the PARENTGROUPVAL is not at all intuitive and documentation is difficult to understand. I have been searching for examples and better explanations and found your channel. It's great! Thanks!
Thanks for letting me know! Glad you find them helpful
I sat for hours trying to figure this out, and all I needed to hear was, "just backspace that period"
Lol! Been there. Glad I could help with that one!😂
@@employedforgood You definitely could! I've stumbled upon a couple of your videos throughout my SF journey, and they've helped out so much!
You're such a great trainer, your explanations are super super helpful. I've finally stopped running away from loops and variables 😆and just re-created one of my complicated flows. So happy!
This made my day! Thank you for sharing - that’s my hope, for others to feel confident tackling these seemingly complicated things. (And congrats to you on optimizing that flow!👏👏)
Unable to use it in flow.
Hi - Which part are you referring to? The formulas themselves should be accessible in Flow
Figured i have to use weekday formula @@employedforgood
Crossing my fingers that you can expand further with different examples for MATRIX reports.
It's the next video on my list!
Update - Matrix explanation is live. Hope this is helpful! ua-cam.com/video/DJbUbgbjOqQ/v-deo.html
Hi, I Looooove your UA-cam content, you're helping me a lot with the PrevGroupVal and the ParentGroupVal. I have a question though, is there a way that I can sum all the Previous Values until that row? For example, Sales Month 1: $5, Sales M2: $4, Sales M3: $6 and Sales M4: $7. I would like to create a comparative in the Summary Level of the actual sale versus the SUM of the previous months, so example the new Column will have: Month1 Sum: 0 (because is the first one and Preval doesn't have that value), M2 Sum: $5 (The amount of M1), M3 Sum: $9 (The sum of sales of previous months M1+M2) and M4 Sum: $15 (SUM of M1+M2+M3). Is there a way? Thank you so much!
Thanks so much Abraham! I'm glad you find these helpful. I don't have the answer off the top of my head, but plan to do another video on these formulas very soon. (I've gotten similar questions, and when it comes to these formulas specifically, I really have to sit with them for a while before they make sense). I'll keep you posted!
Simple and straightforward. Thanks
Super helpful! Never thought about assigning values to a single record variable and then adding that to a record collection variable. I was needing to map fields from object A to object B inside a loop to create new object B records and that was the secret trick to creating the records outside the loop.
Awesome Chase, I'm glad it was helpful!
Thanks for this - Helped explain a bunch. How would I expand this to encompass an extra Row Group? I.e, Sales Person / Stage as Row and Year as Column?
Hi - I'm glad to hear this helped! I need to make a follow-up video on these formulas: I've gotten a few questions, and honestly, it takes me a minute (and lots of experimentation sometimes) to make sense of them. I'll let you know once it goes live
@@employedforgood - That would be amazing, thank you!
Hi @MenchiTide - I just posted a video for using PARENTGROUPVAL in Matrix reports. Hope this helps get at your question > ua-cam.com/video/DJbUbgbjOqQ/v-deo.html
How to calculate the business day of the current month ?
Hi - I'm not sure what this question is asking but feel free to clarify, I'll try to answer. To grab the current month, it would probably be MONTH(TODAY()) OR MONTH(DATEVALUE(TODAY()))
This was really help helpful. So many other examples confuse me.
Clearly explained!
Is there any way to do this without opening the file? Mine crashes so I can’t access any of the menus. There is a broken formula that makes it crash so I need to return to the version before that
Hi - sorry, I'm not sure that's possible with Google Drive!
Very good demonstration. Clear and clean !!!
Great video. I see what I’ve been doing wrong; thank you. When adding the single-record variable to the collection-record variable, you point out removing the period from the value selection, so the whole record is selection instead of a single field. Is that called dot notation? How do I describe that in order to do some more research? I don’t understand why the two step process is needed: collect a single record and then add the single to the collection. Seems like I should be able to add each individual value to the collection-record in a mulit-value assignment, instead of the doing that to the single-record first. Does that make sense? Again, thank you so much for taking the time to make the video. I found it very helpful.
Hi Greg - first, apologies for taking so long to respond. I'm just figuring out how to keep tabs on my video comments! I don't believe that step (of removing the period) is considered dot notation necessarily. But to your larger question about adding records to collections vs specific values - you should definitely be able to do the latter. But that depends on how you've set up the collection variable, and more specifically, the format that you select when creating. So for example - if you wanted to grab just the record Id value (text), you could choose that in your Assignment and then add it to a text collection variable. But if you have a record collection variable, like I do in the video, then it only supports full records. A bit late for an explanation, but hopefully that makes sense
Thanks You are the best 😊
Great tutorial! Very clear and to the point. Thanks!
Thank you, glad to hear it!
does it work to compare dates?
Great video thanks a lot