Відео

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?

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.

Your videos are amazing! Thank you so much for the detailed explanations and examples.

A fantastic way of explaining. I found it very useful.

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

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

setup my report nearly identical to the example provided but returning null values for my parentgroupval calculated field. test runs valid.

Absolutely brilliant, was struggling with loops and updating the records outside the loop, thank you for this.

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!

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

What is the formula in the Date_LastMonth date variable?

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?

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!!!

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!

This was super helpful, and helped me figure out a formula I was struggling with. Thanks!!!

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

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!

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!

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.

Awesome video! Question. Is it possible to show the percentage change values in the dashboard?

Way easier to understand than the Salesforce documentation, that's for darn sure!

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!

I sat for hours trying to figure this out, and all I needed to hear was, "just backspace that period"

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!

Unable to use it in flow.

Crossing my fingers that you can expand further with different examples for MATRIX reports.

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!

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.

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?

How to calculate the business day of the current month ?

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

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.

Thanks You are the best 😊

Great tutorial! Very clear and to the point. Thanks!

does it work to compare dates?

Great video thanks a lot