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Pratima
United States
Приєднався 17 чер 2015
I make mostly biweekly videos on everything Salesforce related. Most of my contents are flow and Lightning admin related, I also have beginner and some intermediate to advanced videos as well. I also love talking about the best-recommended design pattern and passionate about building scalable solutions on the platform.
SOQL for Beginners - Part 3: Task and Knowledge
In this video we will look at how to use SOQL to query more specific objects such as Task and Knowledge including data categories
Переглядів: 45
Відео
SOQL for Beginners - Part 2: Relationship Queries and Bonus Tips
Переглядів 107Місяць тому
We talk about relationship queries, from parent to child and child to parent. We also look at different unique SOQL functions that will save you a LOT of time. This is a must try!!
SOQL for Beginners - Part 1: Intro to SOQL
Переглядів 118Місяць тому
We dive into the exciting world of SOQL! I walk through simple syntax and go through some basic examples.
Summer 24 Release Features: Flow and App Builder
Переглядів 1,1 тис.2 місяці тому
What are your favorite features? Check out the release notes for in depth notes on the areas you are most interested in. Lots of amazing goodies! help.salesforce.com/s/articleView?id=release-notes.salesforce_release_notes.htm&release=250&type=5
Einstein CoPilot - Prompt Builder Demo - Ep #3
Переглядів 1,1 тис.3 місяці тому
In this video we explore Prompt Builder - Field Generation simple prompt examples and testing. We also see how to embed these prompts onto salesforce page and help with various automations
Einstein CoPilot - Standard Actions and Demo Ep #2
Переглядів 8214 місяці тому
This is a quick demo video of Einstein CoPilot and trying to use most of the standard actions for various queries. We also interact with the copilot as a user within salesforce Here is the link to salesforce documentation around actions: help.salesforce.com/s/articleView?id=sf.copilot_actions.htm&type=5
Einstein CoPilot - Trust Layer and a Quick Demo - Ep #1
Переглядів 1,2 тис.4 місяці тому
Welcome to my first video on Einstein Copilot! I am on a learning journey as I was able to access this feature. This video is a little longer than normal but I wanted to give context and hopefully answer questions on data privacy and GenAI. I am no expert by any means, just a fellow trailblazer who loves to share exciting features! Some official links: help.salesforce.com/s/articleView?id=sf.co...
Knowledge in Salesforce: Setup, Strategy, Creation
Переглядів 1714 місяці тому
This is a video meant for beginners if you have never used knowledge before. We dive into some topics: - Setup and license - Steps needed to start the process - Settings in salesforce - Data Categories - Knowledge object - Knowledge components - Knowledge Suggestions
How to use custom metadata in a screen flow
Переглядів 1,2 тис.6 місяців тому
Please use dependent picklist if it fits your use case. This video is to illustrate how you can use custom metadata relationships to create picklists within a screen flow. This can be really powerful if you have tons of values that change often and require heavy maintenance.
Spring 24 Release Flow Features and More!
Переглядів 3,1 тис.6 місяців тому
My favorite release features from Spring 24! - Search Settings - Flow Repeater Check out the official release notes: help.salesforce.com/s/articleView?id=release-notes.rn_whats_new_for_rns.htm&release=248&type=5
Next Best Actions and Recommendation using Flow Strategy Builder
Переглядів 6 тис.10 місяців тому
Link to install the datatable component: unofficialsf.com/datatable-lightning-web-component-for-flow-screens-2/ Follow the guidelines on the installation, you will need base flow packs installed prior to this. Link to the salesforce licensing: help.salesforce.com/s/articleView?id=sf.nba_perms_and_entitlements.htm&type=5
Winter 24 Flow Sneak Peak: Custom Error, Reactive Flow, Transform
Переглядів 1,6 тис.11 місяців тому
My favorite flow features are: - Custom Error - Reactive Flow Screens - Transform although I couldnt get it to work the way i wanted to, so open to ideas! Here are some links: medium.com/salesforce-architects/architect-decision-guide-updates-for-winter-24-e7a084dd9624 medium.com/salesforce-architects/introducing-architect-decision-guides-609ae5d7b5da unofficialsf.com/sneak-preview-flow-in-winte...
Send custom notification using a screen flow
Переглядів 1,2 тис.11 місяців тому
Step by step on how to create a custom notificaton in a flow. Article: help.salesforce.com/s/articleView?id=sf.flow_ref_elements_actions_sendcustomnotification.htm&type=5 developer.salesforce.com/docs/atlas.en-us.244.0.lightning.meta/lightning/components_navigation_page_definitions.htm
CRM Analytics Data Manager, Datasets and Recipe Part 2
Переглядів 3 тис.Рік тому
CRM Analytics Data Manager, Datasets and Recipe Part 2
CRM Analytics Introduction and Quick Walk through Part 1
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CRM Analytics Introduction and Quick Walk through Part 1
Learn about Profile, Permission Set and Permission Set Group
Переглядів 148Рік тому
Learn about Profile, Permission Set and Permission Set Group
Salesforce Licenses Internal and External 2023
Переглядів 504Рік тому
Salesforce Licenses Internal and External 2023
Summer 23 Release Features Flow and Admin
Переглядів 2,9 тис.Рік тому
Summer 23 Release Features Flow and Admin
Customize Salesforce Home Page to improve user experience
Переглядів 2,3 тис.Рік тому
Customize Salesforce Home Page to improve user experience
Supercharge Your Salesforce Productivity with Chat GPT: Use Cases and Tips
Переглядів 4,6 тис.Рік тому
Supercharge Your Salesforce Productivity with Chat GPT: Use Cases and Tips
Salesforce Spring 23 Release Flow and Platform Enhancements
Переглядів 4,2 тис.Рік тому
Salesforce Spring 23 Release Flow and Platform Enhancements
Create a Task Action and add Pre-defined values
Переглядів 607Рік тому
Create a Task Action and add Pre-defined values
Send email to Opportunity Contact Role using an Action
Переглядів 1,6 тис.Рік тому
Send email to Opportunity Contact Role using an Action
Lookup and Master Detail Relationship : Beginner Admin Ep 4
Переглядів 600Рік тому
Lookup and Master Detail Relationship : Beginner Admin Ep 4
Core Standard Objects : Beginner Admin Ep 3
Переглядів 265Рік тому
Core Standard Objects : Beginner Admin Ep 3
Standard and Custom Objects and Fields : Beginner Admin Ep 2
Переглядів 317Рік тому
Standard and Custom Objects and Fields : Beginner Admin Ep 2
How to set up Salesforce Trailhead and Developer Org: Beginner Admin Ep 1
Переглядів 993Рік тому
How to set up Salesforce Trailhead and Developer Org: Beginner Admin Ep 1
How to Install Dataloader and Zulu Java on Windows PC
Переглядів 8 тис.Рік тому
How to Install Dataloader and Zulu Java on Windows PC
Flow Use Cases Series: Episode #4 Screen Flow
Переглядів 980Рік тому
Flow Use Cases Series: Episode #4 Screen Flow
Pratima, this is a fantastic demo! Thanks for sharing. I'm learning a lot and gaining a better understanding of this new product. Looking forward to more content like this.
hello, how can I reach out to you?
does it have an option to create a job that dedupes records from time to time?
@@NaseemaBanuShaik yes ! That is one of the use cars to use this tool .
Please let me know if we can add this as a sub-flow. Use case a welcome email is sent in the Parent flow when the Onboarding status is Approved. Subflow needs to send another email after 24 hours to schedule a call with the lead.
If I filter for only one record specifically, am I able to access it directly, or do I still need to create a Loop element?
start posting apex from scratch
@@sharmaabhi great idea!
@@PratimaShri yes mam i seen so many but your way is like quiet simple and teaching like so start for developing start from scratch from where one have to start like from variable declaration you can see the growth of sanjay gupta he’s doing the same thing but ur convincing power is great please use it
mam your video is just simple nd understandable keep on working excellent
whoop!! thanks!
Thank you, your channel is great
Hi Pratima, Thank your for your very useful videos. Can we schedule to send an automatic email Twice a day with specific hours? Like one in the morning in the other at the end of the afternoon? Thanks in advance !
Awesome, It really helped
Thank you for this great demo. How can I change the flow screen by clicking on each step in the progress indicator?
Thanks so much for your video! It helped me with a roadblock I had combining Contacts and Opportunities. It cleared my path!!!!
Hello, excellent video, thank you very much, I'm talking about Brazil, and it helped me a lot.
Thank you for sharing this Pratima, Just a quick question about translations for the 'New Chart' component, where we can add it?
I would need to send to all my contact roles
Grazie from Italy !!!!
Hi partima . Just after underatanding platform event , i was remembering swapping of 2 numbers problem , for this we use a extra variable as handy to swap the numbers . So this extra varaible here is nothing but platform event right when it comes to salesforce. Is my understanding correct ?
Thank you. This is brilliant. It just saved me a lot of money
Hi Pratima, Thanks for sharing! I think there is one mistake in 6:25 where you say that to refer to a parent you add __r (I think you meant __c) The __r is to refer to child in subqueries.
Oh shoot you are absolutely correct 🙈 I forgot to talk about custom fields altogether so added this voiceover and I totally misspoke. I use this on a daily so it’s quite embarrassing. Thank you for pointing it out. Pinning this comment for others to see. Will make a follow-up on custom fields.
Hi Pratima, very informative video. In recent interview, interviewer asked me query 1). To fetch all accounts with the number of associated contacts with them. 2). To fetch all accounts who have more than 2 contacts related to them. Can you tell me how to write these queries?
hey! You would have to write some Apex - here is an example: (i dont recommend using this without any filter as this is an expensive query and might run into SOQL limits) List<Account> accList = [SELECT Id,Name, (SELECT Id from Contacts) FROM Account]; for(Account a : accList){ System.debug('Count of Contacts for '+a.Name+ ' is ' +a.Contacts.size()); }
@@PratimaShri Can you tell me if this is fine [SELECT COUNT(Id), AccountId FROM Contacts ORDER BY AccountId HAVING COUNT(Id) >= 2
What is the difference between prompt builder and copilot?
Highly simplified version: Think of copilot as the user facing tool and prompt builder as the brains to do cool stuff with like using flow without GenAI I talk about this in one of the videos because it was also confusing to me
2:40 extremely important concept. Basic difference in field validation and flow validation
Thank You Pratima. Have a good day.
This is helpful, thank you so much Pratima
Really helpful. Thank you so much
00:01 Exciting new search features in Spring 24 release 02:14 Customize search settings and object searching in beta 04:34 Customize record pages using Dynamic record Pages and cut down on formula Fields. 06:57 Repeater element in flow allows creating multiple records efficiently. 09:15 Using a loop to save data and add to a collection 11:54 Reactivity within the screen element 14:34 New features include reactive text input and improved maintenance 16:39 New features in email alerts and multi-select picklist warnings. 18:42 New features in user access policies
Thank you 😊
Keep up the good work Pratima... Thanks for the insights
Thank you so much for sharing this. Awesome
Thank you for the video, but i just want to know what was the tool name you are using to dedupe the records
It’s called demand tool or validity
Can I download this in window 7 OS?
Hello @Pratima Actually, you are only showing the set component visibility and not the individual tab visibility. Please correct yourself. Individual Tab Visibility is the new feature in Summer 24, if you need this new feature you have to enable the option in your org. Set component visibility is already there before Summer 24
Thank you for the correction.
You are a freaking savior. I've spent over 3 hours today trying to figure this out (Salesforce Help articles need some, well, help) and this was the only clear approach. Set u a Go Fund Me and I'll throw in a few dollars.
Happy to hear that :)
Please post more... Covering all topics and useful in real-time with scenarios...Nice videos
I am trying to share records of custom object owned by internal users based on their interests(field multiselect picklist) to experience site users. condition : if custom object record interests(atleast one value) matches current user(experience site) associated contact.interests. Customer Community licences support Apex sharing or not? please let me know how can we do this. Thanks for your time.
Multil select picklists are the most annoying to deal with as you may already know. Apex sharing works for external sharing as well. I would actually suggest try using flows to set the sharing if you can first. Flows can do pretty much most things apex can do but depend on the scenario.
Great tutorial..please upload more ..thanks😊
you just cleared my blocker :) thank you
Happy to help!
Helpful video...
Look who I bumped into on my random searches on salesforce. Nicely done @pratima
Wow 😅😅
Hi Pratima, is there a way to contact you to understand and learn a few things regarding soql. Can u share an email address where we can connect and discuss further. Please let me know Thanks Henna
Hey! I will be making a video on this topic stay tuned
@@PratimaShri great stuff! Looking forward.
Here you go! Finally had some time making some videos on SOQL - this is part 1. more to come ua-cam.com/video/8czsfPh3Mm0/v-deo.html
Do you know if this works with Sales Engagement (previously known as High Velocity Sales)? eg. Cadence Steps in Salesforce
Please make separate video on user access policy
I need a voucher
I need a vocher
This is a great demo! Thanks for sharing. Looking forward to seeing more.
Can you upload more videos related to Recipes and Data flows , deployment of these also if possible? Thank you
Thanks a lot! 👏👏
Kindly mention your linkedin id
Search for pratima shrivastav
Is there any way that we perform dml operation after certain duration as you said, but here this should fire based on custom field of date data type value
This was extremely helpful, thank you!